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900 N Olive Ave
West Palm Beach, FL 33401
5612315966info@perry-cpa.com
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Investing

Perry - CPA
26Feb
BusinessInvesting

How to Make Your Investment Strategy Tax-Efficient

Investing wisely not only means choosing the right assets to grow your wealth but also managing the tax implications of your investments to keep more of what you earn. At …

Read More About How to Make Your Investment Strategy Tax-Efficient
Perry Cpa - AI Finance
12Dec
BusinessFinanceInvesting

Innovative Business Concepts: Elevate Your Bottom Line with These 4 Unique Ideas

In the fast-paced landscape of modern business, innovation is the key to staying ahead of the curve. Innovative business concepts allow you to relate to your customers which will help …

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28Nov
BusinessInvesting

Maximizing Your Wealth: Understanding Capital Gains Tax & Strategic Investment Opportunities

As we approach the end of 2023, it’s crucial to address a significant aspect of your financial strategy: capital gains tax. At Perry CPA and Coastal Way Financial, we believe …

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12Sep
BusinessFinanceInvesting

The Power of Tax Alpha: Unlocking Financial Potential With Coastal Way Financial Group

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 …

Read More About The Power of Tax Alpha: Unlocking Financial Potential With Coastal Way Financial Group
01Sep
BusinessFinanceInvesting

Proudly Welcome Our Newest Partner Jon Paul Cirelli

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, …

Read More About Proudly Welcome Our Newest Partner Jon Paul Cirelli
30Aug
BusinessFinanceInvesting

PRESS RELEASE: Launching Our New Initiative for Athletes and Entrepreneurs: Empowering Financial Excellence

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 …

Read More About PRESS RELEASE: Launching Our New Initiative for Athletes and Entrepreneurs: Empowering Financial Excellence
02Aug
BusinessFinanceInvesting

Unlocking Your Business Potential: Expert Strategies for Accelerated Growth

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 …

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21Apr
InvestingSigning Bonus

Maximizing Your Signing Bonus: A Guide to Tax Benefits and Investment Opportunities for Athletes

Professional athletes often receive a signing bonus as part of their contract negotiations. While this bonus can significantly boost their finances, it’s important to understand how to maximize its potential …

Read More About Maximizing Your Signing Bonus: A Guide to Tax Benefits and Investment Opportunities for Athletes
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900 N Olive Ave
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561.231.5966
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