Biography

Julie Treppa is a versatile, highly experienced practitioner with expertise in a broad range of tax-related issues and controversies involving federal, state and other taxing authorities.

Julie is particularly experienced in developing strategies to help investors, developers, businesses, and non-profit organizations use tax incentives and tax credits to achieve financial goals while supporting social, environmental, and other community-based priorities. Two areas in which she has special expertise are New Markets Tax Credits and Opportunity Zones, both of which are designed to induce investments in specified low-income communities. In her practice, Julie has utilized these vehicles for clients on a broad range of projects, ranging from the development of local commercial office buildings and healthcare facilities to a fish processing plant in Alaska and the conservation of a salmon sanctuary in Northern California.

As a practitioner, Julie emphasizes developing a deep understanding of a client’s business, and arriving at tax plans that supports their specific business objectives. Her goal is to develop practical, real-world tax minimization strategies that are both innovative and effective.

She began her tax career as an IRS auditor in the exam division. Following law school, she has advised clients on an exceptionally broad range of tax-related subjects, including transaction planning, fund formation, equity incentive programs, and deferred compensation matters under Code Section 409A.

Distinctions

  • Best Lawyers in America, Nonprofit/Charity Law and Tax Law (2018-2024)
  • Chambers USA: Cannabis Law - Corporate/Transactional (2020); Cannabis Law - Western United States, Band 2 (2021-2023)

Memberships and Affiliations

  • Fellow, American College of Tax Counsel (ACTC)
  • Equal Rights Advocates, Audit Committee 
  • Volunteer Income Tax Assistance Program

Firm Highlights

Event

AI and Privacy: What Every Company Needs To Do Today

Sushila Chanana and Benjamin Buchwalter will present "AI and Privacy: What Every Company Needs To Do Today" at the ACC 2024 Privacy Summit.  The session will introduce the basics of AI governance, such as ownership...

Read More
Publication

Hsu Untied Interview With Jeff Hamilton, Partner at Farella Braun + Martel

Jeff Hamilton was a guest on Hsu Untied , an award-winning podcast hosted and produced by Richard Hsu featuring entrepreneurs, venture capitalists, best-selling authors, and more.  In the podcast, Jeff discusses his journey from...

Read More
News

Burdened by Debt, Savvy SF Office Owners Get Creative

Restructuring, insolvency, and creditors rights partner Gary Kaplan provided expert commentary in The San Francisco Standard article, "Burdened by Debt, Savvy SF Office Owners Get Creative." In the article, Gary explained that in most cases...

Read More
News

Linda Gilleran Selected to MCCA Sources of Success Program

Linda Sobczynski Gilleran headshot
Read More
News

Farella Awards 2024 Diversity Scholarships to Bay Area Law Students

Read More
Publication

Nonprofit Quick Tip: State Filings in Kentucky and Tennessee

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . Episode 78 is the 11th in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. With Joe...

Read More
Publication

California Regulation of Charitable Fundraising Platforms Part 2 - Reporting Due Diligence, Recordkeeping, and Disclosure Rules

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This episode covers the provisions of California’s Charitable Fundraising Platforms law (Gov. Code, § 12599.9) relevant to all covered charitable fundraisers and fundraising...

Read More
News

EPA Designates PFOA and PFOS as Hazardous Substances

Don Sobelman provided expert commentary in the  Chemical & Engineering News article "EPA Designates PFOA and PFOS as Hazardous Substances." Excerpt from the article: Lawyers are warning anyone purchasing an industrial site where PFOA...

Read More
Publication

California’s Estrada Decision and Impact on Employers and PAGA Claims

Following Estrada v. Royalty Carpet Mills, Inc. , the California Supreme Court’s employee-friendly Private Attorneys General Act (PAGA) ruling earlier this year, employers must remain more diligent than ever to prevent and mitigate costly...

Read More
Publication

IRS Dirty Dozen Warnings on Charitable Scams

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, Cynthia Rowland highlights some tax schemes designed to exploit both taxpayers and the Treasury. The Internal Revenue Service just wrapped up the...

Read More