Berntson Porter Coronavirus Resource Center Details

Events

Berntson Porter’s events are for the benefit of current and future clients, CEOs and other C-level executives.

Events are centered on the issues and opportunities business owners and high-net worth individuals find relevant. We bring together experts on leading edge business and financial topics focusing on privately held companies. Events are complimentary to guests of Berntson Porter & Company.

We are continuously adding events, please check back for updates to this year’s lineup.

Post-Election Series: Navigating the Investment & Geopolitical Landscape

Wednesday, November 11, 2020 01:00 PM - 02:00 PM
Virtual Webinar Series
Post-Election Series: Navigating the Investment & Geopolitical Landscape

Berntson Porter & Company invites you to attend our Post-Election Series: Planning for 2021 and Beyond! Join us virtually for the second session of our two part webinar series to learn how the Presidential Election can impact investments and the geopolitical landscape.

We are honored to announce our keynote speakers will be Richard Bernstein and David Bridges. You won’t want to miss this event!

 

LEARN MORE ABOUT RICHARD BERNSTEIN

Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macrotrends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions.

Mr. Bernstein has over 38 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.

 

LEARN MORE ABOUT DAVID BRIDGES

David Bridges is a senior geopolitical advisor at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. Bridges provides expert geopolitical assessment to Fidelity investors. Prior to joining Fidelity in 2012, Mr. Bridges served a 25-year career in the Central Intelligence Agency’s (CIA) Clandestine Service. He retired from the CIA in 2011. At the time of his retirement, he was a member of the Senior Intelligence Service, the elite leadership team that guides CIA activities across the globe.

Over the course of his career, Mr. Bridges held a number of critical positions, to include executive direction of all CIA activity in Russia, the former Soviet Union, central and eastern Europe, and the Balkans, operational command of all CIA offensive and defensive counterintelligence operations worldwide, and several assignments as chief of station.

In recognition of his outstanding work, he received CIA’s Distinguished Career Intelligence Medal, the George Bush Award for Excellence in Counterterrorism, the Donovan Award (the Clandestine Service’s highest honor), and several Director of Central Intelligence Meritorious Unit Citations.

 

LEARN MORE ABOUT OUR SPONSORS

This event is presented to you by Berntson Porter & Company, PLLCAssured Partners, and Parcion Private Wealth.
Special thank you to our event sponsor Lincoln Financial Group for supporting this programming.

Post-Election Series: Planning for 2021 and Beyond ft. Jeff Bush of The Washington Update

Wednesday, November 4, 2020 11:00 AM - 12:30 PM
Virtual Webinar Series
Post-Election Series: Planning for 2021 and Beyond ft. Jeff Bush of The Washington Update

With the election around the corner, Berntson Porter & Company invites you to attend our Post-Election Series: Planning for 2021 and Beyond! Join us virtually for the first session of our two part webinar series to learn how the Presidential Election can impact you and your business.

We are honored to announce our keynote speaker will be the dynamic Jeff Bush from The Washington Update. You won’t want to miss this event!

 

LEARN MORE ABOUT JEFF BUSH

A dynamic and insightful speaker and author, Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s NONPARTISAN expert on all things Washington.

Jeff presents more than 200 times yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between.

Jeff frequently appears on CNBC’s Nightly Business Report, featured in various industry publications, including Investment News, and a guest on POTUS Sirius/XM Radio.

Jeff is a 30+ year veteran of the financial industry. By the end of his career on Wall Street, he was managing a $50+ billion sales organization. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial.

His dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.

 

LEARN MORE ABOUT OUR SPONSORS

This event is presented to you by Berntson Porter & Company, PLLCAssured Partners, and Parcion Private Wealth.
Special thank you to our event sponsor Lincoln Financial Group for supporting this programming.

Framework for the Future: Berntson Porter’s 2020 Construction Conference

Tuesday, November 17, 2020 01:00 PM - 04:00 PM
Virtual Conference
Framework for the Future: Berntson Porter’s 2020 Construction Conference

Berntson Porter & Company invites you to attend Framework for the Future: Berntson Porter’s Annual Construction Conference! Join us on November 17th for an exciting afternoon focused on the latest industry updates and insights into the future of construction in the Pacific Northwest.

This program will include a lineup of industry experts speaking on:

  • Tax Policy Outlook with Dean Zerbe and Rick Lazio of alliantgroup
  • Cyber Risk and Emerging Threats in a COVID World with Mark Smith of CRC Group
  • Return of the Economist with Anirban Basu of the Sage Policy Group

There will be a virtual happy hour following the event.

For more information or to pre-register please email jgriggs@bpcpa.com.

Post-Election Series: A Two Part Webinar Event

Wednesday, November 4, 2020 11:00 AM - 12:30 PM
Virtual Webinar Series
Post-Election Series: A Two Part Webinar Event

How will the 2020 election impact you and your business? Get your questions answered!

Berntson Porter is pleased to launch our two-part webinar series on Planning for 2021 and Beyond, including:

  • A Post-Election Review – November 4, 2020 at 11:00am PST
  • A Post-Election Investment and Trade Update – November  11, 2020 at 1:00pm PST
    • Richard Bernstein of RBA
    • David Bridges, a Senior Geopolitical Advisor at Fidelity Investments

To pre-register for one or both of these exciting programs, email jgriggs@bpcpa.com. 

Webinar Event: Re-Open Your Business with Confidence

Thursday, May 28, 2020 10:00 AM - 11:30 AM
Webinar
Webinar Event: Re-Open Your Business with Confidence

Berntson Porter’s Steve Peterson is a featured panelist at this upcoming event!

WEBINAR TOPIC:
Re-Open Your Business with Confidence
The panel will address the risks business owners have as they begin to open up their business amidst this pandemic.
Learn more about exposures that could impact your bottom line and discuss strategies on how to operate in the future.

For more information, see the event program below.

To register, click here.

Moderator:

Panelists:

 

PPP Loan Forgiveness Webinar

Wednesday, May 13, 2020 12:30 PM - 01:30 PM
Webinar
PPP Loan Forgiveness Webinar

Please join us for a free PPP Loan Forgiveness Webinar this Wednesday, May 13th at 12:30pm. Greg Porter of Berntson Porter will join WaFed Bank and Lane Powell as a featured panelist for this virtual event. 

Borrowers of Paycheck Protection Program (PPP) loans may be eligible for loan forgiveness, up to the principal amount of their loan. How do you qualify for this loan forgiveness? Join us to hear what we’ve learned and the further guidance we need from the SBA to help small business owners make the right choices through the rest of the process.

Learn more and register here.

  Moderated By:

WaFd Bank President and CEO Brent Beardall

Brent Beardall President & CEO
WaFd Bank

   Panelists:

Greg Porter

Greg Porter
Principal CPA
Berntson Porter & Company

Sarah Anderson

Sarah Anderson
Assistant Counsel
WaFd Bank

Lewis Horowitz

Lewis Horowitz
Attorney
Lane Powell

Eric Kodesch

Eric Kodesch
Attorney
Lane Powell

 

Breaking New Ground 2019: Berntson Porter’s Inaugural Construction Conference

Wednesday, November 13, 2019 12:30 PM - 05:00 PM
Bellevue Club 11200 Southeast Sixth Street, Bellevue, WA 98004
Breaking New Ground 2019: Berntson Porter’s Inaugural Construction Conference

Berntson Porter & Company invites you to attend Breaking New Ground 2019: Berntson Porter’s Inaugural Construction Conference! Join us for an exciting afternoon focused on the latest updates and insights in the booming field of construction in the Pacific Northwest.

The program will include a lineup of industry experts presenting on:

Contractor Specific Update for Recent Accounting Standards and Tax Law with Rhett Ennis, Construction Practice Leader and Ben Moor, Tax Senior Manager at Berntson Porter & Company. This session will focus on contractor specific issues for recent accounting standards and current tax law.

Opportunity Zone Overview with Brendan McAuliffe, Principal at Berntson Porter & Company. This session will cover what Opportunity Zones mean for you, what we are seeing in the market, and an update on governmental guidance.

R&D Credits for Contractors with Reed Showalter, Managing Director at allliantgroup for the Pacific Northwest region. This session will cover how to discover powerful tax incentives for contractors that are often unknown or overlooked.

Teamwork & Technology to Drive Accuracy in Project Financials with Stephane McShane, Director of Maxim Consulting Group. This session will cover best practices in financial controls, technology deployment, and what is necessary to create a predictable outcome for construction projects.

 

 

 

Mergers and Acquisitions: The Good, The Bad and The Ugly

Tuesday, September 10, 2019 07:30 AM - 09:30 AM
World Trade Center Seattle 2200 Alaskan Way, Seattle, WA 98121
Mergers and Acquisitions: The Good, The Bad and The Ugly

The sale of a business creates liquidity for the selling business owner, and new ownership can provide key resources and stability for a growing business. But the sale of a business can also cause operational disruptions for the business and anxiety among employees, while being an emotional roller coaster for sellers.

Hear from three local executives who have recently gone through business transaction, each with a unique journey, as they share their wisdom and learnings from their own experiences. Each panelist will discuss their thoughts on how to prepare, insights on what went right and what went wrong, and how they feel about the process now that the dust has settled.

This event is bound to be informative and insightful for anyone whose business may go through an ownership transition in the future.

 

Panelists:


Moderated by:


Schedule:
7:00am: Doors Open, Coffee & Tea, Networking
7:30am: Breakfast Buffet
8:00am: Panel Discussion followed by Q&A
9:15am: Networking

Register Today!

 

Tips for a Successful Business Sale: What to Expect Before, During and After

Wednesday, May 1, 2019 11:00 AM - 12:00 PM
Webinar Only
Tips for a Successful Business Sale: What to Expect Before, During and After
Selling a business can bring financial security to owners and offer exciting growth opportunities for their businesses, but the transaction itself can be emotionally stressful and distracting operationally, with an uncertain outcome.

How can you maximize the odds of a successful transaction, while minimizing transaction-related risks? What can you expect throughout that process, and what can you start doing today to prepare?

Join M&A experts who lead Berntson Porter’s Corporate Advisory and Transaction Services teams as they share insights and experience from past M&A transactions, and tips to prepare for every stage of the process:

  • BEFORE: What can owners do ahead of a transaction to make their business more attractive to buyers?
  • DURING: What potential pitfalls should be anticipated during a transaction, and how to avoid them?
  • AFTER: How to alleviate challenges that might emerge post-transaction.

Throughout this session, you’ll gain actionable recommendations and strategic advice that will help ensure a successful transaction for you and your employees.

Plan, Practice and Protect: The Strategy of Internal Controls and Defeating Cyber Threats

Thursday, January 17, 2019 08:00 AM - 09:30 AM
Bake's Place: 155 108th Ave NE, Bellevue, WA 98004
Plan, Practice and Protect: The Strategy of Internal Controls and Defeating Cyber Threats

No firm is too small to target, too secure to compromise or too profitable to worry about cyber threats. How can you protect your company? Join us for a presentation by experts from Berntson Porter and guest firm NextLevel, a leading provider of executive consulting services.

Understanding the Cybersecurity Landscape:

In today’s online world, cyber threats to businesses and their customers increase daily. Learn how you can protect your company by implementing practical cybersecurity measures and improved internal controls.

 

Roadblocks Ahead: Re-Planning Your Route in Light of State Tax Changes

Thursday, November 1, 2018 08:00 AM - 09:30 AM
Berntson Porter, 11100 NE 8th St Ste 400, Bellevue, WA 98004
Roadblocks Ahead: Re-Planning  Your Route in Light of State Tax Changes

Join us to discuss the most comprehensive state tax development in years related to:

• Sales tax nexus and risk in light of the Wayfair decision
• State income tax implications of the recent Federal tax reform act
• Planning opportunities to mitigate state tax risk and exposure

 

Applying the New Revenue Recognition Standard for Distributors and Manufacturers

Thursday, December 6, 2018 08:00 AM - 09:30 AM
Berntson Porter, 11100 NE 8th St Ste 400, Bellevue, WA 98004
Applying the New Revenue Recognition Standard for Distributors and Manufacturers

Are you up to speed on ASU 2014-9 Revenue From Contracts With Customers? Learn from our experts what you should know now on the new revenue recognition standard requirements before they take effect.

Our team will share with you the new 5 step model of revenue recognition including the application of the new standard and its anticipated impact on the distribution and manufacturing industries.

The class will include:
• Highlights of the new standard
• Real-world examples
• Unique considerations for distributors and manufacturers

 

 

De-Mystifying Branding: What it Means and How it Drives Sales

Thursday, May 17, 2018 08:00 AM - 09:30 AM
Bake's Place Bellevue 155 108th Ave NE #110, Bellevue, WA 98004
De-Mystifying Branding: What it Means and How it Drives Sales

One of the most powerful assets your company has is its brand; all of the features unique to your company that distinguish you from the competition and attract consumers faced with multiple purchase options. But how do you build a strong brand and more importantly, use that brand to drive sales?  Join us for this informative session with Lucas Mack, CEO of 4th Avenue Media. Lucas will walk through key elements of a successful brand: how to get it and how it can help you increase sales and grow your company. The presentation will include key examples, case studies and an informative Q&A session.

Interested in attending? Email Carrie Young.

Live Webinar: How Will Tax Reform Affect You and Your Business?

Wednesday, February 7, 2018 08:30 AM - 10:00 AM
Webinar
Live Webinar: How Will Tax Reform Affect You and Your Business?

Are you interested in learning about how the recently passed tax laws will affect you and your business?

Join our live webinar for a presentation on the recently passed Tax Cuts and Jobs Act, which will impact business owners significantly in the new year. The session will be a broad overview of the recent changes, and will provide ample time for Q&A.

Topics covered will include:
• The 20% Business Income Pass-through Deduction
• Should my business be a C-corporation?
• Limitation on business interest expense
• Changes to Depreciation
• Loss Limitations
• Changes to International Taxation
• Loss of Itemized Deductions
• (Partial) Death of the AMT

2018 Wealth Management Summit

Thursday, November 15, 2018 01:00 PM - 05:30 PM
Hyatt Regency Bellevue 900 Bellevue Way NE, Bellevue, WA 98004
2018 Wealth Management Summit

Berntson Porter, UBS Private Wealth Management and AssuredPartners MCM, bring you our annual Wealth Management Summit, the Puget Sound region’s premier wealth planning event.

The Summit will feature renowned speakers to help guide you in today’s uncertain political and economic climate. You will hear from economists, money managers, tax specialists, experts on trends in navigating healthcare for the future, and a distinguished political commentator from Washington DC.

Watch highlights from the 2017 Wealth Management Summit.

Webinar: Applying the New Revenue Recognition Standard for Contractors

Wednesday, January 10, 2018 08:30 AM - 10:00 AM
Webinar
Webinar: Applying the New Revenue Recognition Standard for Contractors

Are you up to speed on ASU 2014-9 Revenue From Contracts With Customers? Learn from our experts what you should know now on the new revenue recognition standard requirements before they take effect.

Join our live webinar on Wednesday, January 10th for an in-depth class on: Applying the New Revenue Recognition Standard for Contractors.

Our team will share with you the new 5 step model of revenue recognition including the application of the new standard and its anticipated impact on the construction industry.

The class will include:
• Highlights of the new standard
• Real-world examples
• Unique considerations for contractors

Business Killers: Six Costly Mistakes That Can Kill Your Business

Tuesday, October 24, 2017 07:15 AM - 09:00 AM
Columbia Center Tower, 40th Floor (West Room), 701 5th Ave, Seattle, WA 98104
Business Killers: Six Costly Mistakes That Can Kill Your Business

Failure to plan has a price! Safeguard your business and learn to avoid the most common and costly mistakes business owners make. In this workshop, expert legal, banking, insurance, and exit planning professionals will share what you can begin doing now to protect yourself and the future of your business.

Have questions about this event? Contact Carrie Young.

Market Analysis: How to Compete More Effectively in Your Industry

Thursday, June 15, 2017 07:30 AM - 09:00 AM
Bake's Place 155 108th Ave NE Ste 110, Bellevue, WA 98004
Market Analysis: How to Compete More Effectively in Your Industry
One of the most powerful parts of your strategic planning is to create a foundational understanding within your team about how your company competes in its marketplace.

During this program, presented by Barry MacKechnie, Founder and Owner of MacKechnie Consulting, Inc. and CEO Services, you will learn the basic elements required to complete a competitive analysis of your company.  With that you will understand your competitive advantage and identify how to compete more effectively in your market.

Have questions about this event? Contact Carrie Young.

Past Event: Key Success Factors for Operating in Canada

Wednesday, July 13, 2016 02:30 AM - 04:00 PM
Past Event: Key Success Factors for Operating in Canada

Have you been approached for a joint venture in Canada?  Are you looking at selling your products/ services to Canadian based clients?  Are you curious about Canadian HST/GST and if it is applicable to you?  Are you making payments to foreign vendors and are you withholding the correct taxes?  Are you properly reflecting foreign sales on your B&O reports?  If you answered yes to any of these questions, this workshop is for you.  We will be joined by the award-winning accounting firm, Manning Elliott, from Vancouver, BC. to provide a Canadian perspective.

Past Event: Achieving Organizational Alignment in Your Firm

Wednesday, September 28, 2016 07:30 AM - 09:00 AM
Past Event: Achieving Organizational Alignment in Your Firm

Barry MacKechnie, Founder and Owner of MacKechnie Consulting, Inc. and CEO Services presents on the topic of Organizational Alignment, the second in his series on Strategic Planning. Does your firm have a strategic 5-year plan? If so, how can you be sure your firm has the capability and capacity to meet those 5-year goals? Learn more about how you can drive a strategic plan that is realistic and achievable and optimizes the key people in your organization.

Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More!

Wednesday, November 20, 2019 08:30 AM - 11:30 AM
11100 NE 8th St Suite 400, Bellevue, WA 98004
Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More!

Are you ready for year-end? In this interactive session our Accounting Support & Bookkeeping Services team will prepare you for year-end activity. You’ll be ready to issue 1099s to your vendors, get QuickBooks tips and updates, and much more!

1099 topics covered:

▪ Who should receive a 1099
▪ Where to get information to complete a 1099
▪ What to do if you paid vendors by check and credit card
▪ What box to use to report income
▪ What it means in QuickBooks to map a 1099

Additional topics covered:

▪ Tips to help you reconcile your W-3 to your quarterly 941 filings
▪ How to complete an annual 940 form
▪ New tax filings deadlines for forms filed January 2020

 

Wealth Management Summit 2017

Thursday, November 16, 2017 12:45 PM - 05:30 PM
The Bellevue Club, 11200 SE 6th St, Bellevue, WA 98004
Wealth Management Summit 2017

Watch the highlights from this year’s 2017 Wealth Management Summit!

Look for details on our 2018 Annual Wealth Management Summit in the summer.

Berntson Porter has assembled nationally acclaimed speakers to help guide you in today’s uncertain political and economic climate. Experts will speak on the areas of investing, public policy, financial planning and trends, estate planning and more!

Have questions about this event? Contact Carrie Young.

Business Killers: Six Costly Mistakes That Can Kill Your Business

Wednesday, May 3, 2017 07:15 AM - 09:00 AM
11100 NE 8th St Suite 400, Bellevue, WA 98004
Business Killers: Six Costly Mistakes That Can Kill Your Business

Failure to plan has a price! Safeguard your business and learn to avoid the most common and costly mistakes business owners make. In this workshop, expert legal, banking, insurance, and exit planning professionals will share what you can begin doing now to protect yourself and the future of your business.

Have questions about this event? Contact Carrie Young.

VIEW PAST EVENTS

     

New Name, Same People and Service You’ve Known for Years.

Berntson Porter is excited to announce that we are now part of CBIZ & MHM (Mayer Hoffman McCann P.C.). Together, CBIZ & MHM are one of the nation’s Top Ten accounting providers, and Berntson Porter is honored to be joining them. We are pleased to be able to offer the same people and the same service you’ve known for years under a new name: CBIZ Berntson Porter. Please click here for more information.