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Joseph Perry CPA*

Partner-in-Charge Tax & Business - Tax & Business
Three Men Standing
 
10 Melville Park Road
Melville, NY 11747

631.414.4510
joseph.perry@marcumllp.com
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*Licensed by the State of New York

Joseph Perry is the Firm-Wide Partner-in-Charge of Tax and Business Services. He provides significant tax consulting and compliance services for clients in various industries, including publicly-traded and closely-held companies with local, national and international operations.

Mr. Perry has an in-depth background working with publicly-traded companies. He serves on the board of Dime Community Bancshares, Inc., a public company. As the Chairman of its Risk Committee and a member of its Audit and Compensations committees, Mr. Perry is afforded a unique business perspective. As a result, he is able to provide significant business consulting services for his clients, from both a board member and advisor perspective. In addition, Mr. Perry has developed considerable experience with individual and corporate taxations, accounting for income taxes, compensation, and mergers and acquisitions.

A recognized tax expert, Mr. Perry has been interviewed by various media outlets including FoxNews.com LIVE, The Wall Street Journal Radio Network, Bloomberg, Accounting Today and Long Island Business News.

Mr. Perry has more than 20 years of experience. He joined the Firm in 2002 and is a founding member of Marcum University, an award-winning, in-house training program. Prior to joining the Firm, Mr. Perry was a Tax Partner at a "Big 4" accounting firm primarily servicing the financial industry and large public companies.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • National Association of Corporate Directors (NACD)
  • Association of Audit Committee Members, Inc. (AACMI)
  • New York Bankers Association
  • LEA/Leading Edge Alliance, Tax Steering Committee
  • Molloy College, Business Advisory Council
  • Dime Community Bancshares, Inc.,
    • Board of Directors (NASD: DCOM)
    • Risk Committee, Chairman
    • Audit Committee, Member
    • Compensations Committee, Member
  • Cedar Cove Homeowners Association, Board of Directors
  • Queens County Group of Savings Organization, Former Officer
  • East Islip Soccer Club, Board of Directors, Former President
Awards
  • Who's Who in Accounting, Long Island Business News, 2008
  • 40 Under 40 Award, Long Island Business News, 2005
  • Volunteer of the Year Award, East Islip Soccer Club
  • McAulay Award, East Islip Soccer Club
Subject Matter Expertise

Tax Consulting
Corporate Taxation
Mergers & Acquisitions
Multi-State Taxation
International Compensation
Individual Taxation
General Business & Management Consulting

Practice Focus

Financial Institutions
Wholesale & Distribution
Manufacturing
Leasing Companies
Publishing Companies
Investment Entities

Education

Bachelor of Business Administration, Accounting
Long Island University C.W. Post

Related Insights & News


Marcum Announces New International Tax Leaders

 

Marcum LLP, a top national accounting and advisory services firm, named Mark Chaves, CPA, and Douglas Nakajima, J.D., LL.M., as co-leaders of the Firm's International ....


Firmwide Tax Partner-in-Charge Joe Perry spoke about 2016 tax planning and the new tax bracket thresholds, for Newsday's 2015 Tax Day Story.

 

Today’s the deadline for filing tax returns, so there’s not much you can do now about your 2015 refund or underpayment. But experts say it’s ....


Tax & Business Services Partner-in-Charge Joseph Perry discussed tax deductibility for Donald Trump with the Wall Street Journal.

 

Donald Trump has put his wealth and the success of his business empire at the center of his presidential campaign. But what if the complexity ....


Long Island Business News turned to National Tax Partner-in-Charge Joseph Perry to understand New York State's new Metropolitan Transportation Authority business surcharge tax.

 

Even as New York State cut its business taxes in a widely publicized effort to provide a more business-friendly climate, it has hiked the Metropolitan ....


Joseph Perry, partner-in-charge of Tax & Business Services, points to interest rates as a savings motivator, in an article by Associated Press.

 

Saving for retirement might seem like a luxury to Americans living paycheck to paycheck, but the government is trying to make it a bit easier.


Associated Press quotes Joseph Perry, partner-in-charge of Tax & Business Services, about identify theft and fraudulent tax returns.

 

Identity theft continues to be a problem. Sometimes the first indication is a notice from the IRS that a tax return already has been filed ....


Marcum LLP Issues 2015 Year-End Tax Guide

 

Marcum LLP, a top national accounting and advisory services firm, today released its annual year-end tax guide.


Crain's New York quotes Joseph Perry, partner-in-charge of Marcum's Tax & Business Services, in "Opportunity for Accountants Presents Challenges for Firms" article.

 

The accounting industry is growing—and looking for more help. Of the 30 firms on Crain's list, 22 have expanded their total of New York-area professionals ....


Marcum LLP Announces New California Tax Leaders

 

Marcum LLP, a top national accounting and advisory services firm, announced new Tax leaders in its California region. The Firm has offices in Los ....


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured in Long Island Business News Article, "Dividend With That."

 

Nathan's Famous stockholders recently had a big payday when the firm shelled out $116 million to pay a $25-pershare special dividend as of March 20.


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured in Long Island Business News Article, "Tax Strategies in a Bull Market."

 

The recent run-up of the stock market has created both an opportunity and need for tax strategizing. Varying yield scenarios and tax implications unique to ....


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured on Fox Business' After the Bell - Tips for Lowering Your Tax Bill This Year

 

Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discusses the outlook for tax reform and regulatory changes in 2015.


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Quoted in Reuters Article, "Sell Your Investment Losers for a Holiday Tax Present."

 

In the few days left between now and year-end, when you're buying last-minute holiday gifts and making New Year's plans, you'll want to review your ....


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Quoted in AccountingToday Article, "Marcum Releases Year-End Tax Guide."

 

Accounting firm Marcum LLP has released its annual Year-End Tax Guide for the national accounting and advisory firm's clients and others.


Marcum LLP Issues 2014 Year-End Tax Guide

Marcum LLP today released its annual Year-End Tax Guide for the national accounting and advisory firm's clients and others. The 2014 Marcum tax guide addresses ....


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Quoted in Associated Press Article, "Chance of Getting Audited by IRS Lowest in Years."

 

As millions of Americans race to meet Tuesday's tax deadline, their chances of getting audited are lower than they have been in years.


Joseph Perry, Firmwide Partner-in-Charge, Tax & Business Services, Featured on Fox Business' The Willis Report - The Red Flags that can Trigger an Audit

 

Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discusses some of the red flags that can trigger an audit, with Fox Business' Gerri Willis.


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in Long Island Business News Article, "Firms Consider Changes in 401(k) Matching."

 

AOL's recent attempt to make matching contributions to its employees' 401(k) plans in one annual lump sum sparked plenty of employee backlash.

Although AOL ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured in Daily Finance Article, "Will You Get Audited This Year?"

 

The Internal Revenue Service is on the prowl - possibly for you. Thanks to improved detection systems and computerized checks, the IRS can more easily ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in The New York Times Article "For Top Earners, a Bigger Tax Bite This Year"

 

LESS than a year ago, people were worried about a variety of tax increases in 2013, from income and investment taxes going up to the ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured on Fox Business' The Willis Report - Tax Law Changes You Need To Know

 

Joseph Perry, Firmwide Partner-in-Charge of Tax & Business Services, discussed tax rate changes and the surprise that businesses and individuals are in for when they ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in Bloomberg Article "Equalizing Rates Among Disputed Details in Code Revision: Taxes"

 

Beneath the bipartisan push by key lawmakers to revise and simplify the U.S. tax code lies a simmering debate over whether to equalize top corporate ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in San Francisco Business Times Article "Tax Shock: Wealthy to be 'Very Surprised' in 2013"

 

There has been no shortage of media coverage on this year's higher tax rates and new taxes, but accountants expect many of their clients to ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in The Long Island Business News Article "Tax Rewards Follow Years of Net Losses"

 

David Glusman, Partner-in-Charge of the Firm's Philadelphia Office, interviewed in NBC10 Segment "Tax Implications for Same-Sex Married Couples in Pennsylvania."


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured on Bloomberg TV's Bottom Line Program

 

Topic: How the New 2013 Tax Rates will Affect Top Earners, Particularly High Income Married Couples


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured in Bloomberg Article "Top Earners Set to Pay Most Especially Married People"

 

U.S. taxpayers with income of more than $200,000 a year will see federal tax rates rise this year on wages and investments.


Joseph Perry, Partner-in-Charge, Tax & Business Services & Robert Spielman, Tax & Business Services Partner, Featured in Long Island Business News Article "Dividend Payment Strategy Avoids Fiscal Cliff"

 

First of Long Island Corp., a Glen Head-based bank, a few weeks ago moved its fourth-quarter dividend up one month – from Jan. 13 to ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured in AdvisorOne Article "Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients"

 

With all the buzz around the fiscal cliff and the Bush tax cuts that are set to expire in 2013, what tends to get overlooked ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured in CNNMoney Article "Dividend Investors Prepare for Fiscal Cliff"

 

As negotiations over the fiscal cliff get underway in Washington, investors who crave the safety of blue chip stocks are bracing for big changes in ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured in BloombergBusinessweek Article "Shareholders Gorge on Payouts as Tax Hike Nears"

 

One boom, megabust, and sort-of-boom after they first went into effect, the expiration of George W. Bush-era tax cuts could goose the top individual dividend ....


Joseph Perry, Partner-in-Charge, Tax & Business Services & Robert Spielman, Tax & Business Services Partner, Featured in Long Island Business News Article "CPAs Urge Firms to Pay 4Q Dividends in 2012"

 

Accountants are urging companies to pay dividends this year rather than wait until next year, when rates are slated to nearly triple.


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in Dow Jones Newswires Article "GETTING PERSONAL: Wealthy Grow Wary of Foreign Tax Traps"

 

Attacks on presidential hopeful Mitt Romney's Swiss bank account and overseas tax havens have revived scrutiny of an issue that has caused angst among many ....


Joseph Perry, Partner-in-Charge, Tax & Business Services & Robert Spielman, Partner, Tax & Business Services Featured in Financial Executive Article "Enhancing Shareholder Value in Uncertain Times"

 

With the 2001 and 2003 tax cuts again set to expire at the end f the year, new corporate tax proposals under serious consideration and ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in Dow Jones Newswires Article "DJ GETTING PERSONAL: Health-Care Victory Spurs Tax Plans"

 

The Supreme Court's decision on health care helps clear up--to a small but important degree--the outlook for those who expect higher taxes next year and ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in Forbes.com Article "Why You Should Dump Your Stocks and Sell Your Business Now"

 

What if you did an installmentsale in a prior year? You could try to sell the note to a third party, whichwould cause you to ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Quoted in CNBC.com Article "Repeal of AMT: Why Politicians are Avoiding it for 2012"

 

In the article, Mr. Perry said, "Doing away with the AMT would require replacing a lot of lost tax revenue by increasing regular taxes." Additionally, ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Featured in the New Jersey Business Journal Article "Small-Business Owners may be Snared in Bid to Hike Taxes"

 

In the article Mr. Perry said, "And when the tax code changes, there are no blanket "right" or "wrong" steps to take."


Joseph Perry, Partner-in-Charge, Tax & Business Services, Discusses President Obama's Proposed Deficit Reduction Plan on WebCPA/AccountingToday.com

 

Mr. Perry discussed how doing away with the mortgage interest deduction will not only have a negative impact on high-income and middle-income homeowners, but could ....


Joseph Perry, Partner-in-Charge, Tax & Business Services, Discusses President Obama's Proposed Deficit Reduction Plan on FoxNews Live

 

Joseph Perry, Partner-in-Charge of Tax and Business Services at Marcum LLP, was interviewed on FoxNews.com LIVE regarding the impact of President Obama’s proposed deficit reduction ....


Joseph Perry, Tax & Business Partner, Quoted in Newsday Article "New Tax-Cut Law Puts Pressure on Preparers"

 

With only two weeks left, Long Island tax preparers are busier than normal with year-end tax planning because of the tax-cut package President Barack Obama ....


Tax Partner Joe Perry provides insight to small businesses regarding healthcare reform

 

The health care reform bill passed by Congress last month has small businesses reconsidering hiring, despite a 10 percent unemployment rate that has millions looking ....

 
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