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Hot Topics & Common Pitfalls in Business Exit Strategies

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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 value for estate planning vs. sale price of the business…

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Residential Vacation Properties: Tax Implications and Planning

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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

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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 market value for estate planning vs. sale price of the…

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Real Estate Connection: Tax Update & Multifamily Development

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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 tax items, including those found in the PATH Act signed…

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

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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, CrowdStreet Dave Sullivan, Shareholder, Director of Business Development, Perkins &…

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Combating Identity Theft: Tips to Reduce Your Cybersecurity Risks

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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 Speakers: Miguel San Mateo, Principal, Cybersecurity & Advisory Services Ryan…

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

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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 Al Solheim, Real Estate Developer, AWS Real Estate Carrie Strickland,…

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

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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 law extender bill signed by the President just before Christmas,…

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Making Most of Time Until Departure from Privately-Held Company

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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 Based on $AUM Utilizing Valuation as a Tool

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Real Estate Connection: Downtown Vancouver – The Next Great Waterfront

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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 our Real Estate Connection series December 4, 2014. Watch The Waterfront…

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