Case Studies | Perkins https://perkinsaccounting.com/topics/case-studies/ Portland & Vancouver Accounting Firm Fri, 16 Sep 2022 20:42:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://perkinsaccounting.com/wp-content/uploads/2021/01/favicon.ico Case Studies | Perkins https://perkinsaccounting.com/topics/case-studies/ 32 32 Legacy Planning Case Study: Estate Planning https://perkinsaccounting.com/resources/legacy-planning-case-study-estate-planning/ Fri, 11 Oct 2019 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/legacy-planning-case-study-estate-planning/ Background Our client wants to gift a rental property to their grandchildren to help cover the costs of their college...

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]]> Litigation Support Case Study: Establishing Damages https://perkinsaccounting.com/resources/litigation-support-case-study-establishing-damages/ Sat, 20 Apr 2019 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/litigation-support-case-study-establishing-damages/ Background During the acquisition of a winery, a license from the Alcohol and Tobacco Tax and Trade Bureau (TTB) was...

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]]> EBP Case Study: Health Insurance Plans https://perkinsaccounting.com/resources/ebp-case-study-health-insurance-plans/ Sat, 20 Apr 2019 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/ebp-case-study-health-insurance-plans/ Background We worked with this client in their first year plan audit. Challenge The company had been working with a...

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]]> High Tech & Emerging Growth Case Study: Wafer Manufacturer https://perkinsaccounting.com/resources/high-tech-emerging-growth-case-study-wafer-manufacturer/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/high-tech-emerging-growth-case-study-wafer-manufacturer/ This client engaged Perkins & Co for their audit in 2007. They were looking specifically for a firm that would...

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]]> High Tech & Emerging Growth Case Study: Biofuel Start-up https://perkinsaccounting.com/resources/high-tech-emerging-growth-biofuel-start-up/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/high-tech-emerging-growth-case-study-biofuel-start-up/ Background In its second year, this company needed compiled financial statements and tax assistance beyond their internal capability. Solution Perkins...

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]]> Real Estate Case Study: Helping Clients Manage Workload & Training https://perkinsaccounting.com/resources/real-estate-case-study-helping-clients-manage-workload-training/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/real-estate-case-study-helping-clients-manage-workload-training/ Background We performed an annual financial statement review and preparation of partnership tax returns for the company and its ten...

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]]> Real Estate Case Study: Tenancy in Common Reporting https://perkinsaccounting.com/resources/real-estate-case-study-tenancy-in-common-reporting/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/real-estate-case-study-tenancy-in-common-reporting/ Background Clients are syndicators of tenancy in common interests. The size of the real estate projects range from $2 to...

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]]> Real Estate Case Study: Avoiding Unrelated Business Taxable Income https://perkinsaccounting.com/resources/real-estate-case-study-avoiding-unrelated-business-taxable-income/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/real-estate-case-study-avoiding-unrelated-business-taxable-income/ Background Client is a real estate investment group that has put together a fund, including equity, preferred equity, and mezzanine...

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]]> Real Estate Case Study: Cost Segregation https://perkinsaccounting.com/resources/real-estate-case-study-cost-segregation/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/real-estate-case-study-cost-segregation/ Background Client purchased an existing commercial building and did a complete asbestos removal project along with other significant tenant and...

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]]> Legacy Planning Case Study: Charitable Remainder Trust https://perkinsaccounting.com/resources/legacy-planning-charitable-remainder-trust/ Thu, 11 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/legacy-planning-case-study-charitable-remainder-trust/ We helped a client fund a 20-year term charitable remainder trust with closely-held stock. The stock value had grown 7-fold...

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