Perkins Presentations

Real Estate Connection: Tax Cuts? What They Mean for the Real Estate Industry

Our distinguished panel dispelled tax cut myths from the facts. Some pressing questions they tackled included: C Corp rate reduction vs. pass-through deduction? To carry or not—how do I structure thee? Who’s your partnership “Rep”? Double down before you die? Expense me now, or expense me…

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Tax Reform Impact For Business Owners: Are You a Winner or a Loser?

 Presenters from Perkins & Co and Davis Wright Tremaine explained the consequences of tax reform for corporations, pass-through entities and their owners. Highlights for business owners included: New corporate tax rates Pass-through income deductions Choice of entity discussion New tax rates Alternative minimum tax Deductions Estate…

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Tax Reform Update: What It Means to Business Owners

Senior leaders from our tax team explained the consequences of tax reform for corporations, pass-through entities and their owners. Tax Reform Update for Clark County, February 6, 2018 Featured Speakers: Eric Hormel, Shareholder, Perkins & Co Amy Kutzkey, Shareholder, Perkins & Co Trent Baeckl, Tax…

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Hot Topics & Common Pitfalls in Business Exit Strategies

Business Exit Strategies Presenters: Paris Powell, CPA, ABV, CFF, Shareholder, Perkins & Co Darin Honn, Partner, Sussman Shank LLP Nicholas Stanley, Partner, Veber Partners October 25, 2016 Topics include: Strategies to optimize value Determining the right time to lease/sell/leave your business Valuation – fair market…

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Residential Vacation Properties: Tax Implications and Planning

Presenter: Susan Sterne, CPA, Shareholder June 24, 2016 Topics include: Basic tax consequences The 14-day rules Selling a rental property  

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Business Exit Strategies

Business Exit Strategies Presenters: Paris Powell, CPA, ABV, CFF, Senior Manager, Perkins & Co Darin Honn, Partner, Sussman Shank LLP Nicholas Stanley, Partner, Veber Partners June 1, 2016 Topics include: Strategies to optimize value Determining the right time to lease/sell/leave your business Valuation – fair…

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Real Estate Connection: Tax Update & Multifamily Development

Leading west coast multifamily development expert, Clyde Holland, provided insight into Portland’s multifamily development market and addressed the question “what’s the tipping point?”, as low vacancy rates continue to surge. In addition, our real estate team provided updates on industry related federal, state and local…

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Real Estate Connection: Crowdfunding: the Future of Real Estate Investing

Our two speakers at the forefront of the local crowdfunding revolution shared their unique perspectives and views toward this trend in funding real estate projects. Real Estate Connection, November 12, 2015 Featured Speakers:  Coni Rathbone, Founding Shareholder, Zupancic Rathbone Law Group Tore Steen, CEO, Co-Founder,…

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Combating Identity Theft: Tips to Reduce Your Cybersecurity Risks

Protecting ones personal information has become more complex than ever with the rapid evolution of technology. Our cybersecurity practitioners shared tips to help clients protect their personal information. Combating Identity Theft: Tips to Reduce Your Cybersecurity Risks, September 16th, 2015 and October 20, 2015 Featured…

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Real Estate Connection: Redevelopment/Adaptive Reuse & Creative Office Space

Our diverse panelists shared their unique perspectives and views toward redeveloping and repurposing commercial real estate in the Pearl, inner-Eastside and downtown Portland Development. Real Estate Connection, June 4, 2015 Featured Panelists: Peter Andrews, Commercial Real Estate Broker, Melvin Mark Jonathan Malsin, Principal, Beam Development…

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Real Estate Connection: Tax Update & 1031 Exchanges…Worth Another Look?

Leading local 1031 exchange expert, Toija Buetler, discussed the latest developments in 1031 exchanges. The higher tax rates, coupled with a rebound in real estate values, have brought them back into favor. In addition, our real estate team provided updates on the recent federal tax…

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Making Most of Time Until Departure from Privately-Held Company

Project Runway: Making the Most of Time Until Departure from a Privately-Held Company Presenter: Paris Powell, CPA, ABV, CFF, Senior Manager Presentation to: SW Washington Estate Planning Council, January 27, 2015 Topics include: Private Company Wealth Wealth in Closely-Held Businesses Private Company Returns Management Fee…

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Real Estate Connection: Downtown Vancouver – The Next Great Waterfront

Distinguished panelists from both the public and private sectors discussed the vision that is unfolding at the Vancouver waterfront – a destination where urban vitality, prized livability and natural beauty will come together on the Columbia River. Learn more about what the panelists discussed at…

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Building Your Network

Building Your Network Presenter: Paris Powell, CPA, ABV, CFF, Senior Manager Presentation to: AICPA Accounting Scholars Leadership Workshop, June 27, 2014 Topics include: Why network? Who are you? Elevator speech Social networking Networking events Practice makes perfect Personal network

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Winery Valuations – The Tangible & Intangible Nature of the Industry

Winery Valuations – The Tangible & Intangible Nature of the Industry Presenter: Keith Meyers, CPA, ABV, CFF, Shareholder Presentation to: Vineyard/Winery Valuation Seminar, May 30, 2014 Topics include: Business Models Operating Winery Contract or Virtual Winery Negociant Products & Sales Estate Winery | Return on…

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Real Estate Connection: Development in Portland – Getting the Deal Done

A distinguished panel from both the public and private sectors discussed the challenges and opportunities of real estate development in the City of Portland and what’s on the horizon. Learn more about what the panelists discussed at our Real Estate Connection series June 5, 2014….

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Canadian Tax Preparation Advice

Tax Issues Related to Holding Canadian Assets, Estate Issues and Other Matters Presenters: Carol-Ann Simon, CPA, CA, Shareholder Masataka Yamaguchi, CPA, International Tax Manager  Presentation to: Willamette Valley Estate Planning Council, January 14, 2014 Topics include: Case Study: Client Assumptions & Goals Assets & Liability…

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Real Estate Connection: Living Buildings & the Economics of Change

Living Buildings harness their own energy and water, contributing to a restorative built environment. What are the market drivers for these buildings, and for deep green retrofits of existing commercial buildings? We explore this question through the lens of The Economics of Change, a national…

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Tangible Property Regulations Overview

Tangible Property Regulations Overview Presenter: Trent Baeckl, CPA, Tax Senior Manager Presentation to: Perkins & Co Clients, December 12th, 2013 Topics include: De minimis safe harbors Units of property Routine maintenance safe harbors Improvements to tangible property Partial dispositions What to do before year end

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Affordable Care Act: Selected Issues for Employers

Affordable Care Act: Selected Issues for Employers Presenter: Susan F. Sterne, CPA, Principal Presentation to: Woodruff-Sawyer & Co. Seminar, Healthcare Reform & Insurance Exchange Cost Impact: Employer Strategies for 2014 & Beyond, May 22nd, 2013 Topics Include: Employer Penalties Threshold: 50 Employees Subsidy-Eligible Employees

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Tax Issues for Startups

Tax Issues for Startups Presenter: Andrew Meyers, CPA, Senior Manager Presentation to: OEN Workshop, Hillsboro Chamber of Commerce, May 15th, 2013 Topics include: Entity selection Types of taxes Initial year considerations Methods of accounting (cash vs. accural) Employees vs. independent contractors Equity compensation

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Over the Fiscal Cliff – Who got Parachutes?

Over the Fiscal Cliff – Who got Parachutes? Presenter: Tim Kalberg, CPA, Shareholder Real Estate Practice Group Presentation to: CCIM Oregon / SW Washington luncheon on March 6th, 2013 Topics include: American Taxpayer Relief Act of 2012 (ATRA) The Medicare Surtax State and local tax…

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Fiscal Cliff Averted: How ATRA Affects You

Fiscal Cliff Averted: How The American Taxpayer Relief Act Affects You Presenter: Brigitte C. Sutherland, CPA, Shareholder Real Estate & Construction Practice Group Presentation to: Commerical Real Estate Women (CREW) on February 21, 2013 Topics Include: 2013 Tax Rate Increases American Taxpayer Relief Act of…

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Don’t Fall Off The Fiscal Cliff in 2013: Things to Consider Before Year-End

Don’t Fall Off The Fiscal Cliff in 2013: Things to Consider Before Year-End Presenters: Tim Kalberg, CPA, Shareholder Trent Baeckl, CPA, Manager Perkins & Co Real Estate & Construction Practice Group Presentation to Bluestone & Hockley Real Estate Services on November 28, 2012 Topics include: The estate and…

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Real Estate Connection: Portland’s Downtown Resurgence!

Surveying, forecasting, and negotiations underway. Cranes appear in the cityscape while construction fences elbow traffic and jackhammers thunder in the distance. It’s the sound of development in our city, once again, on the rise. Learn about some of the major (some even say catalytic) projects…

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Privacy Risk Assessments

Privacy Risk Assessments Presenter: Michael Hulet, CPA, CISA Principal, Perkins & Co Risk Management Practice Group Presentation to ISACA on November 8, 2012 Topics include: Privacy Review Privacy Program Considerations Privacy Risk Assessment

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Fiscal Cliffs and Crystal Balls…

Post Election Tax Strategies for Estate Planning Presenter: Roy Abramowitz, CPA, CFP Shareholder, Perkins & Co Legacy Planning Practice Group Presentation to the Oregon Jewish Community Foundation November 7, 2012 Topics include: Prospects for Tax Reform The 3.8% Medicare Surtax Other Tax Measures included in…

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The Presidential Election & Taxes: Are You Prepared?

Presenters: Eric Hormel, Shareholder, Perkins Legacy Planning Marilyn Bergen, Partner, Confluence Wealth Management David Morganstern, Partner, Confluence Wealth Management Roy Abramowitz, Shareholder, Perkins Legacy Planning Bing Lounge November 7, 2012 Topics include: Eric Hormel 2013 Tax Rate Increases The Medicare Surtax Definition of Investment Income…

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Top 5 Things Your Lawyer, Banker & CPA want you to know…

…about Estate Planning Presenters: Eric Hormel, Shareholder,  Legacy Planning  Michael Walker, Esq, LLP, Samuels Yoelin Kantor Kathy Calcagno, First Republic Private Wealth Management Hood River, OR, Columbia Center for the Arts October 25, 2012 Topics include: Eric Hormel 2013 Tax Rate Increases The Medicare Surtax Definition of…

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Real Estate Tax Update

Presenter: Trent Baeckl, CPA Tax Manager, Perkins & Co Real Estate Practice Group Presentation to CBRE Commercial Real Estate Services October 24, 2012 Topics include: Sunset of Tax Cuts Tax Rate Changes of 2013 Estate Tax Update Uncertain Future Other Items of Note

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SSAE16 & SOC Reports “Considerations for the Financial Executive”

Presenter: Michael Hulet, CPA, CISA Principal, Perkins & Co Risk Management Practice Group Presentation to the Financial Executives Networking Group (FENG) October 12, 2012 Topics Include: Reasons behind the transition from SAS No. 70 Reports to SOC Reports Descriptons of SOC 1, 2 and 3 Reports…

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Real Estate Connection: Public Private Partnerships January 2012

Presenters: Tim Kalberg, Shareholder & Director of Real Estate, Perkins & Co John Petersen, President, Melvin Mark Capital Group Dom Colletta, Lane Powell Attorneys & Counselors Topics include: Capital Markets Update Tax Update Creating Public/Private Partnerships to Develop Regional Strategies

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Real Estate Connection: Cost Segregation September 2011

Presenters: Tim Kalberg, Shareholder & Director of Real Estate Trent Baeckl, Tax Manager Q: What do you get when you mix an engineer with an accountant? A: A Cost Segregation Study! To accelerate your depreciation and save you tax money!

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Real Estate Connection: Tax Planning Update & Fixed Assets Sept 2011

Presenter: Tim Kalberg, Shareholder & Director of Real Estate Topics include: Current IRS Audit Activity Current Tax Landscape Future Tax Landscape Lease Accounting Update Planning, Planning, Planning Bonus Depreciation

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Real Estate Professional Qualification Flow-chart Test

Did you qualify as a Real Estate Professional this year? If you qualify as a Real Estate Professional, you may be able to classify a real property (RP) rental activity as a nonpassive activity and thus use any losses from that activity to offset other…

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Material Participation Flow-chart Test

Did you materially participate in that activity this year? If you materially participate in an activity you may be able to classify the activity as nonpassive and thus use any losses from that activity to offset other sources of taxable income. Generally, losses from passive…

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Real Estate Connection: Professional Tax Update February 2011

Presenter: Tim Kalberg, Shareholder & Director of Real Estate Toipcs include: Passive Activity Reporting Real Estate Professional IRS Audit Update Tax Relief Act of 2010

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