Legacy Planning

You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What?
We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...

Use It or Lose It: 6 Steps to Taking Advantage of the Increased Estate and Gift Tax Exemption Before It Sunsets
Estate and gift tax exemption thresholds could be cut in half starting on December 31, 2025, leading to substantial increases...

Perkins & Co Integrates Business Transition Services to Preserve Family’s 50-Year Legacy
A multi-generation manufacturing company with a rich 50-year legacy is owned equally by three family groups. The company has been...

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

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...

Perkins & Co Wins ClearlyRated’s 2022 Best of Accounting Award for Service Excellence
Clients of winning firms are 60% more likely to be completely satisfied. PORTLAND, ORE – February 28, 2022 – Perkins...

2021 Year-End Tax Planner
WA Capital Gains Tax We are entering an age where states are becoming increasingly creative in finding ways to enact...

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...
Oregon Residency Tax Update 2020
