Don Bielen Publications | MBA, CFP®, CM&AA, Principal https://perkinsaccounting.com/listed_author/don-bielen/ Portland & Vancouver Accounting Firm Wed, 07 Aug 2024 20:27:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://perkinsaccounting.com/wp-content/uploads/2021/01/favicon.ico Don Bielen Publications | MBA, CFP®, CM&AA, Principal https://perkinsaccounting.com/listed_author/don-bielen/ 32 32 You’re Taking Advantage of the Increased Estate and Gift Tax Exemption Amount—Now What? https://perkinsaccounting.com/blog/using-estate-gift-tax-exemption-whats-next/ Wed, 07 Aug 2024 20:20:38 +0000 https://perkinsaccounting.com/?p=7959 We recently shared an overview of six steps to follow if you plan to take advantage of the increased basic...

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]]> The Importance of a Well-Defined Transition Plan in Wealth Management https://perkinsaccounting.com/blog/importance-of-transition-planning-in-wealth-management/ Tue, 19 Mar 2024 19:35:59 +0000 https://perkinsaccounting.com/?p=7887 In 2023, Don Bielen wrote about The Keys to Successful Business Succession Planning, where he explained why having a trusted...

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]]> 2023 Year-End Tax Planning Guide https://perkinsaccounting.com/blog/2023-year-end-tax-planning-guide/ Wed, 20 Dec 2023 00:20:02 +0000 https://perkinsaccounting.com/?p=7781 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 https://perkinsaccounting.com/blog/successful-business-succession-planning/ Tue, 29 Aug 2023 23:18:06 +0000 https://perkinsaccounting.com/?p=7680 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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]]> Building Future Value with the Long-Term in Mind | The Third Turn Podcast https://perkinsaccounting.com/blog/building-future-value-long-term-third-turn-podcast/ Tue, 18 Jan 2022 01:19:01 +0000 https://perkinsaccounting.com/?p=5470 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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]]> Webinar: Growth During Crisis—Re-plan & Prepare https://perkinsaccounting.com/blog/growth-during-crisis-plan-prepare/ Wed, 03 Jun 2020 22:32:47 +0000 https://perkinsaccounting.com/?p=3105 Reassess Current State, Reset Outcomes, & Refine Strategy The COVID-19 crisis has forced nearly every business to ask critical questions,...

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]]> Webinar: Growth During Crisis—Plan & Prepare https://perkinsaccounting.com/blog/growth-during-crisis-plan-prepare-2/ Fri, 29 May 2020 22:25:53 +0000 https://perkinsaccounting.com/?p=3103 Strategic & Financial Positioning of Your Business for Recovery The COVID-19 crisis has forced nearly every business to ask critical...

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]]> Webinar: Growth During Crisis—Leveraging New Opportunities https://perkinsaccounting.com/blog/growth-during-crisis-leveraging-new-opportunities/ Fri, 29 May 2020 22:16:20 +0000 https://perkinsaccounting.com/?p=3101 Maximize Efficiency, Implement Improvements, & Minimize Risk The COVID-19 crisis has forced nearly every business to ask critical questions, including...

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]]> Preparing Your Business for a Post-Pandemic Economy https://perkinsaccounting.com/blog/cash-flow-analysis/ Mon, 27 Apr 2020 00:00:00 +0000 https://perkinsaccounting.com/uncategorized/%post_title% As business owners transition from crisis management to strategically positioning their business for recovery, detailed cash flow and working capital...

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]]> Perkins & Co Expands Business Transition & Succession Planning Services https://perkinsaccounting.com/press-releases/business-transition-succession-planning-services-expansion/ https://perkinsaccounting.com/press-releases/business-transition-succession-planning-services-expansion/#comments Sun, 11 Jun 2017 00:00:00 +0000 https://perkinsaccounting.com/uncategorized/%post_title% Portland, Ore. – June 7, 2017 – Perkins & Co, the largest locally owned accounting firm in Oregon, has expanded...

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