David A. Perry is a certified public accountant and partner of the firm.

Areas of Specialization

• Personal financial planning including: investment strategy and review, insurance consulting, cash flow planning and retirement planning
• Individual income tax
• Estate and gift planning

Professional Experience

• Partner, Friedman & Huey Associates LLP
• 4 years with Altschuler, Melvoin & Glasser, National Director of Personal Financial Services
• 10 years with Arthur Young & Company, tax manager and tax staff

Teaching Experience

• Accredited faculty member on financial planning at the AICPA and the Illinois CPA Society
• Instructor in the Personal Financial Planning Symposium on the Illinois CPA Society
• Instructor in the Personal Financial Planning Certification program of the AICPA
• Designer, developer and instructor of courses on personal financial and tax planning and how to set up and administer a financial planning practice for the Illinois CPA Society
• Instructor on Investments and Strategies for the Illinois CPA Society
  Professional Activities and Achievements
• Member, Personal Financial Planning Committee of the Illinois CPA Society
• Member, Personal Financial Planning Conference Task Force of the Illinois CPA Society
• Listed as expert resource to other practitioners by the Illinois CPA Society
• Author of numerous articles for professional journals
• Lecturer and discussion leader on personal financial planning topics for various professional meetings and conferences
• Expert witness in the personal financial planning area
• Member, AICPA including Personal Financial Planning Division
• Member, Illinois CPA Society
• Member, Chicago Estate Planning Council

Education

• DePaul University, Master of Science, Taxation
• University of Illinois Chicago, Bachelor of Science, Psychology (Edmund James Scholar)