David Perry
Friedman & Huey Associates, LLP
627 Landwehr Rd
Northbrook, IL 60062, US
Professional Profile
PROFESSIONAL EXPERIENCE:
Friedman & Huey Associates, LLP, Homewood, IL 1990 – Present
Partner
North Suburban Office Managing Partner 2005-current
Client Practice including Taxation and Financial Planning,
Recruiting, Human Resources, Internship Program (25/year)
Alstschuler Melvoin & Glasser (now RSM McGladrey) Chicago, IL 1986 – 1990
Director of Personal Financial Planning Services
Arthur Young & Company (now Ernst & Young) Chicago, IL 1976 – 1986
Tax Staff and Manager, 1978 – 1986
Audit Staff, 1976 – 1978
MEMBERSHIPS AND AFFILIATIONS:
American Institute of Certified Public Accountants (AICPA)
Illinois Institute of Certified Public Accountants (ICPA)
Chicago Estate Planning Counsel
American Institute of Certified Public Accountants Personal Financial Planning Division
State of Illinois Insurance Lines (Health, Disability, Life)
Speaker at various Midwestern Universities
Author of course on Personal Financial Planning for ICPA
Instructor ICPA
American Institute of Certified Public Accountants (AICPA) Personal Financial Specialist
National Association of Social Security Analysts (NARSSA) Registered Social Security Analyst
EDUCATION AND LICENSES:
DePaul University, Chicago, IL
Master of Science, Taxation 1982
DePaul University, Chicago, IL
Master of Accountancy 1982
Diploma Received, Courses Not Taken
Certified Public Accountant-Illinois 1976
University of Illinois-Chicago Chicago, IL
Bachelor of Science, Psychology 1975
Edmund James Scholar
Phi Kappa Phi
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Most People Leave Money on the Table
96%
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Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
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Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
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Single
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Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
