Legacy Planning Presentations | Perkins & Co https://perkinsaccounting.com/topics/legacy-planning-presentations/ Portland & Vancouver Accounting Firm Fri, 16 Sep 2022 21:17:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://perkinsaccounting.com/wp-content/uploads/2021/01/favicon.ico Legacy Planning Presentations | Perkins & Co https://perkinsaccounting.com/topics/legacy-planning-presentations/ 32 32 Oregon Residency Tax Update 2020 https://perkinsaccounting.com/resources/oregon-residency-tax-update-2020/ Tue, 22 Sep 2020 00:00:00 +0000 https://perkinsaccounting.com/resources/oregon-residency-tax-update-2020/ Oregon Residency Tax Update 2020 Join Eric Hormel and Kim Spaulding for an update on current residency issues facing Oregon...

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]]> The Presidential Election & Taxes: Are You Prepared? https://perkinsaccounting.com/resources/presidential-election-taxes/ Thu, 08 Nov 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/the-presidential-election-taxes-are-you-prepared/ Presenters: Eric Hormel, Shareholder, Perkins Legacy Planning Marilyn Bergen, Partner, Confluence Wealth Management David Morganstern, Partner, Confluence Wealth Management Roy...

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]]> Fiscal Cliffs and Crystal Balls… https://perkinsaccounting.com/resources/fiscal-cliffs-and-crystal-balls/ Thu, 08 Nov 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/fiscal-cliffs-and-crystal-balls/ Post Election Tax Strategies for Estate Planning Presenter: Roy Abramowitz, CPA, CFP Shareholder, Perkins & Co Legacy Planning Practice Group...

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]]> Top 5 Things Your Lawyer, Banker & CPA want you to know… https://perkinsaccounting.com/resources/top-5-things-your-lawyer-banker-cpa-want-you-to-know/ Thu, 25 Oct 2012 00:00:00 +0000 https://perkinsaccounting.com/resources-archive/top-5-things-your-lawyer-banker-cpa-want-you-to-know/ …about Estate Planning Presenters: Eric Hormel, Shareholder,  Legacy Planning  Michael Walker, Esq, LLP, Samuels Yoelin Kantor Kathy Calcagno, First Republic Private Wealth...

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