Peri Ann Aptaker, Esq., CPA

KLR Leadership

Peri Ann Aptaker, Esq., CPA

Experience

  • Over 25 years of experience in the public accounting field
  • Qualified expert witness in Rhode Island State and Federal courts.

Education

  • Bachelor of Science in Business Administration, University of Massachusetts
  • Masters of Science in Taxation, Bentley College
  • Juris Doctor, cum laude, Suffolk University Law School

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Institute of Business Appraisers
  • National Association of Certified Valuation Analysts
  • Financial Planning Association (RI Chapter)
  • Rhode Island Bar Association
  • Massachusetts Bar Association
  • Florida Bar Association
  • Rhode Island Estate Planning Council
  • RISCPA Business Valuation Committee

Community

  • Rhode Island Public Radio, treasurer and board member
  • Jewish Family Service, board member and past president
  • American Heart Association
  • Miriam Hospital Foundation, fundraising committee
  • University Club
  • Partnership for Philanthropic Planning, past president
  • Blue Cross/Blue Shield of RI, corporation member
  • United Way of RI, professional advisory council
  • Jewish Federation of Rhode Island, member
  • Sakonnet Point Club, member