Perri Financial Group Inc - Anthony J Perri

read moreWith more than 20 years of experience as a Certified Public Accountant, the firm's founder, Anthony Perri, began his stellar career on Wall Street with Price Waterhouse in New York, a Big Five accounting firm. While at Price Waterhouse, Mr. Perri's client responsibilities included major national and international companies such as Con Edison, Exxon Corporation, Chemical Bank, and the Corporation for Public Broadcasting. After transferring to the South Florida area, Mr. Perri began specializing in tax, financial, and estate planning.

read moreWe monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will prepare all your tax returns and serve as your advocate in all tax matters. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business. There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

read moreYou can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. Over the coming years, the Tax Relief Act of 2001 gradually reduces estate and gift tax rates, and the exemption amount increases. The estate tax will be repealed in 2010, but the gift tax will be retained. Ironically, the estate tax will be reinstated in 2011 to pre-2001Tax Act rules unless Congress acts to extend the 2001 law.

read moreInvest in what you know. The better informed you are, the better your investment decisions will be. If you don't want to learn about investments, consider hiring a money manager and paying him or her to do your investing for you. Diversify your investments. Have some of your money in an investment that is easily converted to cash in case of emergencies. The old adage "don't put all your eggs in one basket" is excellent investment advice. Prepare an annual balance sheet (a list of all your assets minus all your debts) to determine your net worth.