Susan Sterne
Dec. 14, 2020
2020 Year-End Tax Planner
Let’s Get Tax Planning To help you make the most of the current tax breaks, our 2020 year-end tax guide...
Read articleMay. 26, 2015
The Perkins Field Guide to Tax Reform
Where’s the comprehensive tax reform we’ve been hearing about for the past few years? 2010’s Simpson-Bowles plan, although it had...
Feb. 16, 2015
TPR Update: Small Businesses Need Not File Forms 3115
Last Friday the 13th was one to remember at Perkins & Co! After months of gearing up to prepare Forms 3115...
Jul. 22, 2014
Vacation: It’s Time to Get Away!
Whether you love the beach, mountains or desert, Oregon offers plenty of scenery for us to enjoy. Places to hike,...
May. 22, 2014
Judge Overturns Oregon’s Same-Sex Marriage Ban
Federal judge Michael McShane ruled on May 19th that Oregon’s prohibition on same-sex marriage was unconstitutional. We devoted a lot...
May. 01, 2014
Keeping Your Financial and Tax Information Secure
As we reported in early April, the IRS has seen increasing numbers of fraudulently-filed individual tax returns in recent years....
Apr. 02, 2014
Individuals: Beware of Higher Level of Identity Theft Cases
Filing one’s tax return each year can be stressful…and we’ve found an extra cause of stress this year in tax-return...
Dec. 20, 2013
The Magic of Tax Planning!
As 2013 draws to an end, we at Perkins find ourselves with a few tax planning tricks up our sleeves...
Oct. 18, 2013
Oregon Recognizes Out-of-State Same-Sex Marriages
Despite Oregon’s continuing constitutional ban on same-sex marriages, the Oregon Department of Administrative Services announced today that all Oregon agencies...
Oct. 14, 2013
Oregon Budget Deal Good for Active Owners of Partnerships, LLCs, S Corps
Last week, the Oregon legislature passed HB 3601 as part of the “grand bargain” that, among other provisions, changes individual...
Aug. 29, 2013
Married In Any Jurisdiction Means Married Under Federal Tax Law
Earlier this summer, the Supreme Court ruled unconstitutional the provisions of the federal Defense of Marriage Act that prohibited same-sex...
Jul. 18, 2013
Perkins & Co Adds Two Shareholders
July 23, 2013 Portland, Ore. – Perkins & Co, Portland’s largest locally owned public accounting firm, is excited to announce...
Jul. 08, 2013
Corporations: Beware “Corporate Records Service” Mailing!
Some of our clients are reporting that they have received a “2013 – Annual Records Solicitation Form” from Corporate Records...
Jul. 03, 2013
Employer Health Insurance Mandate Delayed until 2015
The Treasury Department announced yesterday that it has decided to delay the effective date of the employer health insurance mandate...
Jun. 27, 2013
Post-DOMA, Clarity for Oregon’s RDPs?
Yesterday was an interesting day for tax practitioners and estate planners who work with same-sex couples! As much as we...
May. 09, 2013
Managing the Impact of 2012 ATRA Tax Rate Increases
The American Taxpayer Relief Act of 2012 was signed into law on January 2, 2013. While it included a lot...
May. 09, 2013
Minimizing “Net Investment Income”
The Affordable Care Act established a new 3.8% surtax on “net investment income” that first applies in 2013. This tax...
Jan. 02, 2013
Did “Sleep-Deprived Octogenarians” drop the New Year’s Ball on You?
Maybe. Maybe not. Happy New Year… from Perkins & Co and from the US Congress. The House and Senate have...
Oct. 23, 2012
Portland Business Journal features Susan Sterne & Chris Loughran
Ask a business owner what is keeping them up at night and most certainly they will answer, “tax rate uncertainty.” Read...