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Kim Spaulding

Shareholder at Perkins & Co

Professional Background

Kim Spaulding is a distinguished figure in the accounting field, wielding over 23 years of extensive experience in tax planning and compliance services. Currently serving as a shareholder at Perkins & Co, Kim exemplifies dedication and expertise in delivering tailored financial solutions for high net worth individuals, closely held businesses, and their owners. Her profound knowledge in income and estate tax planning, as well as legacy planning, positions her as a trusted advisor for families seeking to safeguard and grow their wealth.

Perkins & Co, where Kim has made a significant impact, was established in 1986 and has blossomed into Portland’s largest locally owned accounting firm. The firm’s entrepreneurial spirit underscores its commitment to being an accessible alternative to national firms, while adeptly catering to the unique business needs of the region's closely held companies. Specializing in various sectors such as manufacturing, wholesale, distribution, real estate, technology, healthcare, and non-profits, Perkins & Co fosters a diverse client portfolio. Kim's contributions to the firm promote its mission of delivering personalized services that reflect the evolving financial landscapes of clients.

As Kim’s career flourished at Perkins & Co, she transitioned from a Senior Manager to a Shareholder, exemplifying her remarkable growth and steadfast allegiance to the firm. Prior to her tenure at Perkins & Co, Kim gained invaluable experience at Moss Adams LLP, where she held the position of Tax Senior Manager. This diverse background honed her expertise in various tax-related matters, allowing her to provide comprehensive consulting services for public and private companies alike.

Education and Achievements

Kim's academic foundation is rooted in her pursuit of excellence in mathematics and finance, culminating in a Bachelor of Science in Accounting from Oregon State University. This rigorous education has empowered her with the analytical skills and detailed understanding necessary to navigate the complexities of tax regulations and compliance. Kim’s adeptness in fiduciary income tax, gift tax, and individual income tax has greatly contributed to her reputation as a thought leader in tax planning, where she continues to provide exceptional service to her clientele.

Beyond her formal education, Kim actively engages in ongoing professional development, staying at the forefront of industry trends and developments. This commitment ensures that she can continually offer the highest level of service and strategic advice to her clients.

Notable Achievements

Kim Spaulding has achieved numerous milestones throughout her career at Perkins & Co, demonstrating her unwavering commitment to her clients’ financial futures. Among her achievements are:

  • Providing high-quality fiduciary income tax services that contribute to her clients' wealth preservation.
  • Developing bespoke estate tax strategies that protect family legacies while complying with intricate tax regulations.
  • Executing charitable planning initiatives that align her clients’ philanthropic goals with effective tax advantages.

Kim's work not only emphasizes the importance of proactive tax strategy but also highlights her personal approach to client relationships. She cherishes the connections she builds with clients and their families, understanding that each financial situation is unique. By prioritizing personalized service and tailored advice, she ensures that her clients feel supported and equipped to make informed decisions about their wealth.

With her expertise in tax law and her passion for helping clients succeed, Kim has established herself as a respected consultant in the field of tax planning and compliance. Her ability to effectively communicate complex tax concepts in easily understandable terms has earned her the admiration and trust of those she serves, making her a valuable asset to Perkins & Co and its diverse clientele.

Related Questions

How did Kim Spaulding develop her expertise in tax planning and compliance services over her 23-year career?
What specific strategies does Kim Spaulding use to help high net worth individuals and closely held businesses with estate tax planning?
In what ways has Kim Spaulding contributed to the growth and mission of Perkins & Co since its founding in 1986?
Can Kim Spaulding share insights on the importance of charitable planning within estate tax strategy for individuals and families?
What are some challenges Kim Spaulding faces in her role as a tax consultant at Perkins & Co, and how does she overcome them?
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Location

Portland, Oregon, United States