Insights
Events

Real Estate Ownership: Tax and Estate Planning Tips

October 13, 2020 at 10:15am11:15am (PDT)

Lauren Galbraith, Tony Schoenberg and Julie Treppa discuss "Real Estate Ownership: Tax and Estate Planning Tips."

The panel will include an overview of estate planning and tax considerations for owning and transferring real property. There will also be a discussion of potential changes in tax law that would impact owners of real property, including possible tax changes under a Biden presidency and the Prop. 13/split-roll ballot measures. Finally, the panelists will give an update on various COVID-19 restrictions related to real estate ownership, such as the status of eviction and foreclosure moratoriums.

Firm Highlights

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Julie Treppa Elected Fellow of American College of Tax Counsel

Julie Treppa headshot
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The worst nightmare for most nonprofit board members is a complaint that sparks an investigation of misconduct at the organization. The ember may have been burning for some time before the board becomes aware...

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Investigations, Audits, Subpoenas, Oh My!

Our Nonprofit Education Series speakers Cynthia Rowland, Aviva Gilbert and guest speaker, Stephanie Fauerbach from FTI Consulting, discuss "Investigations, Audits, Subpoenas, Oh My!" Nonprofit entities can be just as prone to misconduct (theft, embezzlement, accounting snafus...

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