Case Studies

Come behind the scenes with us.

See how we help clients across industries uncover and maximize opportunities, resolve the thorniest issues, improve operations, and prepare for their financial future. Our case studies highlight all sizes and types of businesses at critical points that span the Business Lifecycle.  Search by industry to the right and get a glimpse of what we can do for you.

Legacy Planning Case Study: Estate Planning

We worked with clients to transfer their interests in a rental property to a trust to benefit their six grandkids. The grandparents received a substantial gift tax discount and we structured the trust so they (not the grandkids) pay the tax on its income which…

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Legacy Planning Case Study: Charitable Remainder Trust

We helped a client fund a 20-year term charitable remainder trust with closely-held stock. The stock value had grown 7-fold at the time of funding with the Oregon Community Foundation. Certain designated charitable beneficiaries currently receive operational funding in excess of $500,000 every year into…

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Real Estate Case Study: Cost Segregation

Background Client purchased an existing commercial building and did a complete asbestos removal project along with other significant tenant and building improvement projects. Problem/Objective The investment in the capital improvements described above was deducted over a fairly long period for tax purposes. Our goal was…

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Real Estate Case Study: Avoiding Unrelated Business Taxable Income

Background Client is a real estate investment group that has put together a fund, including equity, preferred equity, and mezzanine type lending deals. The fund includes all types of investors. Problem/Objective The Tax-exempt investors in the fund were being allocated unrelated business taxable income (UBTI)…

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Real Estate Case Study: Tenancy in Common Reporting

Background Clients are syndicators of tenancy in common interests. The size of the real estate projects range from $2 to $20 million, with 2 to 14 co-tenants. Problem/Objective The client was looking for a cost effective and efficient way to provide operating information to the…

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Real Estate Case Study: Helping Clients Manage Workload & Training

Background We performed an annual financial statement review and preparation of partnership tax returns for the company and its ten plus subsidiaries. The client has had turnover in its accounting department; in addition, the employees on staff were inexperienced in GAAP accounting. Problem/Objective The client…

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High Tech & Emerging Growth Case Study: Biofuel Start-up

In its second year, this company needed compiled financial statements and tax assistance beyond their internal capability. Perkins & Co had a prior relationship with the company’s CFO and we were able to handle the assurance and tax engagement as well as help them set…

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High Tech & Emerging Growth Case Study: Wafer Manufacturer

This client engaged Perkins & Co for their audit in 2007. They were looking specifically for a firm that would respond to issues on a timely basis. The company had already worked with Perkins on taxes and employee benefit plans so they knew we had…

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EBP Case Study: Local Automobile Dealership

We discovered that the company wasn’t administering their participant loans in accordance with their plan document. This would have made them subject to penalties and tax assessments so Perkins & Co helped them work with their administrator to correct the deficiency and adjust their procedures…

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EBP Case Study: Health Insurance Plans

We worked with this client in their first plan year. The company had been working with a third party administrator that didn’t provide them correct, complete, or timely information. Our team identified and pointed out this deficiency, corrected the problems, and completed the reporting long…

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Litigation Support Case Study: Establishing Damages

Industry: Winery Problem/Objective A license from the Alcohol and Tobacco Tax and Trade Bureau (TTB) was omitted, which resulted in an order to destruct an entire vintage of wine, approximately half in bulk and half in bottled wine. Solution The Perkins valuation team analyzed the…

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Litigation Support Case Study: Establishing Lost Profits

Industry: Telecommunications Problem/Objective A contractor cut into underground telephone lines, which resulted in disrupted phone service to a call center for all inbound and outbound calls. Solution The Perkins valuation team determined a value for the lost earnings from the disruption, taking into account the…

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Business Valuation Case Study: Reorganization of Family Business

Problem/Objective A second generation family business was experiencing strife between the key members of management. As a result, the board of directors was recommending a reorganization of the company into two entities. The property division needed to be of equal value and also include complimentary…

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