Mr. Perez is a member of the New Orleans, Louisiana, law firm Perez, McDaniel, Faust & Adams LLP. His practice is concentrated in providing estate planning services, including related income tax planning services, to high net worth individuals, including corporate executives. He is also a certified public accountant. He retired from KPMG LLP as a Tax Partner after practicing in the New Orleans office of KPMG for 33 years.
Experience and Representative Accomplishments
Mr. Robert Perez and his firm have been selected for several years to the Louisiana Super Lawyers list. He and his firm have also for several years been selected for inclusion in The Best Lawyers in America in the practice areas of Tax Law and Trusts and Estates. He was also for several years named the Best Lawyers' New Orleans Tax Law "Lawyer of the Year." These recognitions reflect the evaluations of his peers in his practice areas.
Mr. Perez has been a popular speaker before continuing legal education seminars and institutes, tax conferences and other professional groups. He has spoken over twenty times each year at such professional education programs. During Mr. Perez's practice with KPMG LLP, he served as a Director of the KPMG Family Wealth Institute, as Partner in Charge of KPMG's Personal Financial Planning (PFP) Training and as a member of the Personal Financial Planning Technology Team. He has served on the AICPA Committee for Trust, Estate and Gift Taxation. He has instructed numerous courses for the AICPA and the Society of Louisiana CPAs in the areas of estate planning, individual income taxation, and the income taxation of estates and trusts.
Mr. Robert Perez has been honored with LCPA's Life Membership Award to recognize the generous contribution of his time and knowledge of federal taxation issues to improve the competency of CPAs. He has three times been honored as the recipient of the Society of Louisiana CPAs Award presented to the Outstanding Discussion Leader and the recipient of the American Institute of Certified Public Accountants Award presented to the Outstanding Instructor for AICPA courses sponsored by the Society of Louisiana CPAs. He received the Society of Louisiana CPAs 1998 Special Recognition award for his contribution to the success of the CPA profession's continuing professional education program, both nationally and at the state level. He received the Society of Louisiana CPAs 2006 LCPA Distinguished Service Award.
Mr. Perez has been honored as the Jesuit High School Alumnus of the Year, the recipient of the Leukemia Society of America, Inc. Spiral of Life Award, the recipient of the Leukemia Society of America, Inc. National Leadership Award, and as the recipient of the Order of St. Louis Medallion for service to the Archdiocese of New Orleans.
Professional Associations and Activities
Mr. Perez has a very distinguished career of professional associations and activities. Mr. Perez is a current or past member of the following organizations:
American Bar Association (1977 to date)
Louisiai1a State Bar Association (1970 to date)
Fellow of the American College of Trust and Estate Counsel (ACTEC)
New Orleans Estate Planning Council (1973 to date)
Past President (1987); Past Member of Executive Committee (1987-1988)
American Institute of Certified Public Accountants (1972 to date)
Society of Louisiana Certified Public Accountants (1972 to date)
Civic and Charitable Activities
Mr. Robert Perez has been very involved in his community with a variety of activities including charities, schools and church.
Greater New Orleans Foundation
Past Board Member
Past Member of Finance and Grants Committees.
Leukemia & Lymphoma Society of America, Inc.
Director Emeritus of National Board of Trustees;
Past Chairman of the Board of the National Board of Trustees (3 terms);
Past National Treasurer; Past Member of Executive, Audit,
Compensation and Benefits, Finance, Endowment Fund
and Personal Property, Medical and Scientific, Planned Giving, Nominating, Strategic Planning, and Search
Committees; Past National Vice Chairman.
Leukemia & Lymphoma Society of America, Inc. - Louisiana Chapter
Past Chairman, Foundations Committee
Past President (four terms); Past Treasurer;
Past Chairman of Finance, and
Jesuit High School President's Advisory Council
Past Chairman; Chairman of Finance Committee.
Preservation Resource Center
Past Treasurer; Past Member of Board of Directors;
Past Member of Executive Committee;
Past Chairman of Finance Committee
St. Joseph Foundation for Schools
Member, Board of Trustees
St. Matthew the Apostle Church
Past Member of Finance Committee; Past Member of School Board; Past Member of Parish Council; General Chairman (4 years) of Annual Parish Fair; General Chairman (2 years) of Annual $10,000 Raffle.
St. Matthew Dad's Club
Past President (3 terms).
Mr. Perez is a New Orleans native. He and his wife Laura have eight children, thirteen grandchildren, and one great grandchild. He is a graduate of Jesuit High School and received his Bachelor of Business Administration degree from Loyola University New Orleans and Juris Doctor degree from Loyola University New Orleans School of Law. Mr. Perez is a member of the American Bar Association and the Louisiana State Bar Association. Mr. Perez joined KPMG LLP in 1970, was elected to the Partnership in 1977, and retired in 2003. He is a certified public accountant and a member of the American Institute of Certified Public Accountants and the Society of Louisiana Certified Public Accountants. He has been awarded the Accredited Estate Planner (AEP) designation by the National Association of Estate Planners and the Personal Financial Specialist (PFS) designation by the AICPA.
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