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

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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 income tax implications of the “fiscal cliff” How the tax…

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Real Estate Connection: Portland’s Downtown Resurgence!

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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 in progress designed to improve our downtown neighborhoods, drive economic…

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Privacy Risk Assessments

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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…

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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 the Affordable Care Act Income & Other Tax Planning for…

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The Presidential Election & Taxes: Are You Prepared?

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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 Estate & Gift Tax Changes Gift Tax Exemption Marilyn Bergen…

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

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…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 Net Investment Income Gift Tax Exemption Michael Walker Know your…

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Real Estate Tax Update

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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”

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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 Report Comparison Company Responsibilities Reasons to request a SOC Report

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Real Estate Connection: Public Private Partnerships January 2012

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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

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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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