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October 2016

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Summer has officially ended and school is back in session, which means we’re in full-on “Meet the Firms” season. Not to worry, you still have time to prepare; this post will provide you with a few pointers to help you prep for this exciting event....

IRS Proposes Regulations Restricting Discounts on Family Transfers Experts have been able to assist families transfer wealth between generations using methods that reduce the value of closely-held entities. By properly drafting the governing documents and deploying some valuation “slight-of-hand”, experts have been able to make 2+2=3. Though...

August 31, 2016 Portland, Ore. – Since its founding in 1986, Perkins & Co has been committed to placing women in positions of leadership, a commitment that started on day one with the company’s namesake, former founding partner, Cheryl Perkins. Today, Portland’s largest locally owned public...

Welcome back to Tips from the Trenches! For our fourth series installment, we’re going to talk about tips to help you untangle formulas. First, let’s take a tour of the Formula Bar and the Formula tab of the Ribbon. This is the Formula Bar: You can add some...

In my last post, I encouraged accounting students to request informational interviews and office tours during the summer as a way to get a leg up on Fall Recruiting. If you’re a student, I hope you’re taking that advice to heart. If you’re an experienced...

While celebrating the passage of the Protecting American from Tax Hikes (PATH) Act at the end of 2015, which contained pleasant surprises extending many taxpayer-friendly provisions, you may have missed something buried in the Bipartisan Budget Act of 2015 signed into law on November 2,...

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