Partner-In-Charge, Texas

Perry Kaufman, CPA

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Bio

Meet Perry

Understanding the client’s perspective is the cornerstone of Perry’s practice. He works most frequently with clients having annual revenues ranging from $10 million to $100 million, and his significant tax planning experience working with closely held businesses, their owners and families has proved highly valuable to his clients. His areas of concentration include tax planning and compliance; business, financial and tax implications of mergers and acquisitions; cost segregation; business entity and growth planning; and succession planning. Active in professional associations, Perry has served on the American Institute of Certified Public Accountants’ Tax Practice Improvement Committee.

Perry received his B.B.A. in accounting from the University of Texas at Austin. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

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Experience

Professional History

Experience

  • Travis Wolff, LLP
  • KPMG LLP
  • Kaufman & Associates

Associations

  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants

Education

  •  University of Texas at Austin

Community

  • Temple Emanu-El – Audit Committee
  • Vogel Alcove (Board of Directors; Audit Committee)
  • Dallas Jewish Communities Foundation (Board of Directors)

Q&A
Q. How has your professional experience shaped your thinking about your area of expertise?
Owning a business of any kind presents challenges in diverse areas such as operations, finance, marketing, human resources and more. While companies are typically very effective in managing their core business, when it comes to financial matters, they often require specialized knowledge and resources as they respond to internal and external challenges and opportunities. Having advised hundreds of companies of all sizes, industries and complexity, I offer unique perspectives and recommendations that help lead to successful solutions. I have seen firsthand what works – as well as some of the unintended consequences of courses of action that didn’t. As a business owner, I identify with my client’s situation and formulate alternatives and recommendations to a variety of business challenges.
Q. What was your favorite client engagement, and why?
Over the years, I have helped clients in many ways, including saving as much as $10 million in tax burden by modifying their entity structure in advance of pursuing a sale of the business, or helping a client reorganize their financial reporting system and credit facility following a major business downturn and resignation of the CFO. I believe I make a difference every day for some client, in some way.
Q. How does entrepreneurial thinking play a role in your guidance to clients?
Having been a business owner for many years, I’ve become accustomed to “sitting in the client’s chair” while formulating alternatives and recommendations. I have found that being able to truly think about the situation, as if I were the client, makes me and my recommendations all the more valuable.
Q. What is the most rewarding part of your work?
Helping business owners maximize their financial results is extremely rewarding.
Q. What are some of the biggest areas for improvement you see when you begin working with a new client?
All too often, businesses have inefficient legal structures, lack timely and accurate financial information, have errors in prior years’ tax returns or are paying more for financing than they should or need to pay.
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Industries Served
Perry's Thought Leadership
Blog articles
Article
Real estate investors who are thinking about buying rental properties need to understand the basic federal tax rules fo...
Blog articles
Article
Commercial real estate prices are trending up in many areas and interest rates may soon follow, so some property owners...