Unlocking the full potential of your financial portfolio requires a strategic approach that not only considers investments but also factors in the often-overlooked dimension of taxes. In partnership with Perry CPA Group, we’ve embraced the concept of “Tax Alpha“, and it’s our key to enhancing your financial success. Understanding Tax Alpha Alpha is a term …

Perry CPA & Group LLC and Coastal Way Financial Group proudly welcome our newest partner, Jon Paul Cirelli! With over 20 years of experience specializing in tax efficient alternative investments, Jon Paul Cirelli is a licensed professional who provides personalized investment advice across a range of investment avenues. He maintains his Series 7, 63, 65, …

Ignite Your Financial Potential with Perry CPA’s Cutting-Edge Initiative Exciting times are unfolding at Perry CPA as we proudly introduce a groundbreaking initiative tailored to meet the unique financial needs of entrepreneurs and athletes.  With a fresh brand design, a wealth of strategic insights, a dynamic blog and newsletter, and an exclusive mastermind group, we’re …

As entrepreneurs and business owners, we all aspire to unlock the full potential of our companies and experience accelerated growth. Achieving this goal requires a well-rounded approach that encompasses various strategies tailored to our unique business needs. In this article, we will explore key expert strategies that can propel your business towards success. We will …