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The Marcum Advisor

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Beyond the Numbers

Roundup of business and tax planning ideas

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Monthly alert of publicly-traded company issues

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Quarterly alert of private investment issues

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Quarterly recap of advisory-based issues

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Quarterly newsletter of international tax issues

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Joseph Perry CPA*

Partner – Tax & Business Services

Office Location

10 Melville Park Road
Melville‚ NY 11747

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Joseph J. 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 5" 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