Kristen Perry

Principal | CPA, MST

kaperry@berrydunn.com

Kristen is a Principal in BerryDunn’s Tax Consulting and Compliance Practice Group. She specializes in providing tax consulting and compliance services for clients in the financial services industry, including banking, wealth management, and insurance. 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 Tax Consulting and Compliance Practice Group. She specializes in providing tax consulting and compliance services for clients in the financial services industry, including banking, wealth management, and insurance. 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

Article

State tax issues impacting your financial institution part one: Remote employees

Memberships

American Institute of Certified Public Accountants

Community service

Heart of Maine United Way, Treasurer,

Related Services

Tax

Consulting and Compliance Overview

Tax Consulting and Compliance for Financial Institutions

Related Industries

Financial Institutions

Insurance Agencies

Conferences and tradeshows

FMS Forum Annual Conference

BerryDunn will be speaking and sponsoring this year's forum. Please visit us at booth 100!

2024 Tri-State Chief Financial Officer Meeting

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

Jeffrey Ring and Kristen Perry, Presenting "Tax Reform Impact and Planning Strategies"

Podcasts

In the Spotlight: Guiding Clients on Complex Accounting with Kristen Perry

Seminars and events

BerryDunn and Stifel: New England Banking Seminar

October 13, 2022

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

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

Press Releases

BerryDunn Announces Annual Principal Promotions

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

Internal control over financial reporting: COSO best practices

One year in: Tax reform impact and planning strategies

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