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Business Transition & Succession

You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What?

Aug. 07, 2024

We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...

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Use It or Lose It: 6 Steps to Taking Advantage of the Increased Estate and Gift Tax Exemption Before It Sunsets

Jul. 24, 2024

Estate and gift tax exemption thresholds could be cut in half starting on December 31, 2025, leading to substantial increases...

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The Importance of a Well-Defined Transition Plan in Wealth Management

Mar. 19, 2024

In 2023, Don Bielen wrote about The Keys to Successful Business Succession Planning, where he explained why having a trusted...

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Perkins & Co Integrates Business Transition Services to Preserve Family’s 50-Year Legacy

Feb. 26, 2024

A multi-generation manufacturing company with a rich 50-year legacy is owned equally by three family groups. The company has been...

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2023 Year-End Tax Planning Guide

Dec. 20, 2023

2023 Year-End Tax Planning for Individuals With rising interest rates, inflation, and continuing market volatility, tax planning is as essential...

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The Keys to Successful Business Succession Planning

Aug. 29, 2023

Succession planning is critical for a business’s future ownership and leadership, yet most business owners procrastinate in preparing for their future....

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Perkins & Co Wins ClearlyRated’s 2022 Best of Accounting Award for Service Excellence

Feb. 28, 2022

Clients of winning firms are 60% more likely to be completely satisfied. PORTLAND, ORE – February 28, 2022 – Perkins...

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Building Future Value with the Long-Term in Mind |
The Third Turn Podcast

Jan. 18, 2022

Navigating a Successful Business Transition Check out The Third Turn’s recent podcast, featuring Perkins’ Don Bielen, for an insightful conversation...

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