June 2017

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Jared Holum Named President of Perkins & Co

Posted & filed under Press Releases.

Portland, Ore. – June 29, 2017 – Perkins & Co, the largest locally owned accounting firm in Oregon, announces the appointment of shareholder and current Director of Assurance, Jared Holum, to the position of president effective July 1, 2017. Holum, 49, has been at Perkins since 2003, joining the firm as a manager in the…

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8.1.17 Women and Wine

Posted & filed under Events.

Topic: Celebrating Women in Business Join us at Windy Hills Winery on Tuesday, August 1, 2017, from 4:00pm – 6:00pm and make a toast to the female professionals who serve Southwest Washington. RSVP now

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Have You Thought About Your Retirement Strategy? (Part 3 of 3)

Posted & filed under Blog.

Looking Back as I Start to Look Forward (Part 3 of 3) This is the last in a series of three posts I’ve written in anticipation of my retirement at the end of this June. One of the most common responses I receive when informing clients and associates about my pending retirement is, “What are…

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PATH Act Update: Depreciation Provisions Clarified

Posted & filed under Blog.

This past April the IRS issued Revenue Procedure 2017-33 which provided additional guidance on several beneficial provisions of the Protecting Americans from Tax Hikes (PATH) Act of 2015. The most significant of these provisions relate to the ability to accelerate depreciation on certain real property assets as discussed below. Prior to the PATH Act, the…

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Perkins & Co Expands Business Transition & Succession Planning Services

Posted & filed under Press Releases.

Portland, Ore. – June 7, 2017 – Perkins & Co, the largest locally owned accounting firm in Oregon, has expanded its Business Transition & Succession Planning (BTS) advisory services. Led by Paris Powell, CPA, ABV, CFF and shareholder at Perkins & Co, and Donald Bielen, MBA, CFP® and principal at Perkins & Co, BTS integrates…

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Have You Thought About Your Retirement Strategy? (Part 2 of 3)

Posted & filed under Blog.

Top 5 Lessons I’ll Take with Me Into Retirement This is the second blog post in my three-part retirement series, and it explores the retirement life lessons that resonated most with me throughout my research. In the first post I talked about how organizations could ease the loss of knowledge and experience while their Boomer generation…

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