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Perry L. Weinstein, CPA, MST

Member
Director of Real Estate Services

Areas of Expertise:

For more than 30 years, Perry Weinstein has counseled clients on how proper planning and controls can maximize their business profits. From financial and estate planning to tax and transaction planning, Perry's creative advice has helped companies in real estate, services and closely held businesses. He also has experience in providing related valuation support in instances of asset transfers, family succession and divorce.

Consistent with the firm's business philosophy, Perry spends most of his time working directly with his clients. In the real estate area this typically includes analyzing potential deals, planning proper tax structuring to accommodate deal economics as between the parties, helping the parties to minimize the tax impact, working with government incentives, and assisting in the process of establishing proper leveraging from time to time during the life of a project.

In addition to consulting with clients, Perry is the firm's Director of Real Estate Services. In this capacity, he has provided strategic guidance on providing real estate services to the firm's clientele. Some such areas of service that the firm emphasizes include like kind exchanges, cost segregation studies, ownership through "flow thru" entities, "entitlements" and tax-exempt participation.

Industries Served:

Real Estate, Service Businesses, Family Businesses, General Tax Advice and Counsel

Background:

Perry joined FGMK in 1989 and has been instrumental in the firm's growth as well as in the development of its Real Estate Services division.

Education:

B S, Accounting, Southern Illinois University
M.S., Taxation. with distinction, DePaul University

Memberships:

Illinois CPA Society American Institute of Certified Public Accountants
International Association of Shopping Centers
Board of Trustees, Harold D. Eisenberg Foundation
Board of Trustees, Congregation Beth Shalom, Northbrook

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