Susan Sterne
Dec. 02, 2022
2022 Year-End Tax Planning Guide
Year-End Tax Planning for Individuals With rising interest rates, inflation, and continuing market volatility, tax planning is as essential as...
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...
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. 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...
Feb. 14, 2014
Getting Information Ready for Tax Accountants Part II: Individuals
It happens every year around this time – “important tax documents” arrive in your mailbox or inbox, and you know...
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...
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...
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...