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Kristen Perry

Principal | CPA, MST

kaperry@berrydunn.com

Kristen is a Principal in BerryDunn’s Financial Services Practice Group. She specializes in providing tax consulting and compliance services for clients including banking, wealth management, and insurance agencies. Kristen is skilled in ASC 740, tax compliance, research, and complex accounting transactions.

Leveraging her accounting background in the financial services industry, Kristen provides high-level support for taxation issues relevant to her clients.

D 207.991.5146

Kristen is a Principal in BerryDunn’s Financial Services Practice Group. She specializes in providing tax consulting and compliance services for clients including banking, wealth management, and insurance agencies. Kristen is skilled in ASC 740, tax compliance, research, and complex accounting transactions.

Leveraging her accounting background in the financial services industry, Kristen provides high-level support for taxation issues relevant to her clients.

experience education & certifications industries services presentations & publications memberships community service events insights

Experience highlights

Kristen helps clients with a variety of issues, including:

  • ASC 740
  • Tax provisions
  • Deferred income tax
  • Complex tax transactions
  • Accounting for income tax
  • Insurance agency taxation
  • Tax consulting and compliance

Presentations

2018 Tax Legislation Update, BerryDunn Zoomcast

Articles

FASB issues an ASU focused on income tax disclosures: ASC 740
State tax issues impacting your financial institution part one: Remote employees

Memberships

American Institute of Certified Public Accountants (AICPA)

Community service

  • Heart of Maine United Way, Treasurer,

Related Services

Tax

Consulting and Compliance Overview
Tax Consulting and Compliance for Financial Institutions

Related Industries

Conferences and tradeshows

FMS Forum Annual Conference
June 24, 2024
BerryDunn will be speaking and sponsoring this year's forum. Please visit us at booth 100!
2024 Tri-State Chief Financial Officer Meeting
May 8, 2024
Killington, VT
Massachusetts Bankers Association Financial Institutions Finance Conference
November 29, 2022
Speakers: Susan Weber, Kaylyn Landry and Kristen Perry cover lessons learned through CECL implementation and model validation services in addition to a traditional tax and accounting update.
Financial Managers Society Forum
June 25, 2019
Jeffrey Ring and Kristen Perry, Presenting "Tax Reform Impact and Planning Strategies"

Podcasts

In the Spotlight: Guiding Clients on Complex Accounting with Kristen Perry
June 1, 2023

Seminars and events

BerryDunn and Stifel: New England Banking Seminar
October 13, 2022
Portsmouth, NH

Speaking engagements

Maine Bankers Financial Management Committee Meeting
February 15, 2023
Speakers: Jennifer Gureckis, David Stone and Kristen Perry will provide an A&A and tax update covering latest pronouncements, ESG in the banking industry and other updates.

Webinars

Tax Legislation Update 2018
January 8, 2018

Insights

Articles

FASB issues an ASU focused on income tax disclosures: ASC 740
Is customer financial education the great differentiator? Using AI, social media, and apps.
FDIC Issues its Third Quarter 2022 Quarterly Banking Profile
New Maine Tax Portal: What you need to know
FDIC Issues its Second Quarter 2022 Quarterly Banking Profile
The IRS Identity Protection PIN: What is it and why do you need one?
State tax issues impacting your financial institution part one: Remote employees
FDIC issues its First Quarter 2022 Quarterly Banking Profile
FDIC Issues its Fourth Quarter 2021 Quarterly Banking Profile
FDIC issues its Third Quarter 2021 Quarterly Banking Profile
FDIC issues its Second Quarter 2021 Quarterly Banking Profile
FDIC issues its First Quarter 2021 Quarterly Banking Profile
FDIC issues its Fourth Quarter 2020 Quarterly Banking Profile
Resources for financial institutions affected by COVID-19
TDR and CECL relief is extended for financial institutions
FDIC issues its Third Quarter 2020 Banking Profile
FDIC grants some banks temporary regulatory relief of Part 363 Audit and Reporting requirements
Do your FDICIA controls "CARES" about the Paycheck Protection Program?
CECL: Understand the audit requirements and prepare for what's to come
Paycheck Protection Program (PPP): Resource for lenders
Banking and finance: 2020 challenges and what to do to overcome them
FASB delays credit loss rules
The hidden tax cost of bank incentive rewards
CECL implementation: So, you've developed reasonable and supportable forecasts — now what?
CECL: Reasonable and supportable? Be ready to be ALLL in
How our new friend CECL affects bank and branch acquisitions
Preventing fraud at financial institutions: An anti-fraud plan is the best investment you can make

Podcasts

In the Spotlight: Guiding Clients on Complex Accounting with Kristen Perry
June 1, 2023

Press Releases

BerryDunn Announces Annual Principal Promotions
July 21, 2023

Resources

Accounting treatment of Other Real Estate Owned (OREO): Still important to your financial institution
October 28, 2024
EVOLVE - 2024 New England Banking Summit - Resources
May 30, 2024
Internal control over financial reporting: COSO best practices
March 15, 2021
One year in: Tax reform impact and planning strategies
June 24, 2019
FDICIA requirements for banks with total assets* of $500 million to $1 billion
FDICIA reporting requirements for banks with total assets of $1 billion or more

Education

BS, Accounting, magna cum laude, Husson University

MST, Bentley University

Certifications

  • CPA
  • MST