Perry Green

Chief Financial Officer and senior wealth strategist

Perry Green is chief financial officer and a senior wealth strategist at Waddell & Associates. He has worked extensively with owners of closely held businesses and executives of large corporations assisting with tax planning, transition planning and stock option planning as well as with gift, estate and retirement planning.

Tax

Coach, translator, best friend: Preparing clients for an IRS audit

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

By Perry Green

November 1

TRENDING

Practice and client management

Advisor headcounts are going away. Recruiters say it's about time

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

By Dan Shaw

May 4
Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

May 3