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

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.

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.

Distinctions

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

Memberships and Affiliations

  • San Francisco Area Women Tax Lawyers
  • Volunteer Income Tax Assistance Program

Firm Highlights

Publication

Real Perspectives Podcast With Julie Treppa on Opportunity Zones

Click here for the audio recording of the "Real Perspective Podcast" by The Registry featuring Julie Treppa. She discusses Opportunity Zones, how they evolved, and what the new normal means for this very important...

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News

California Won’t Budge on OZ Conformity but Gets Bulk of Investments

Julie Treppa spoke at Bisnow's California Opportunity Zone Summit on April 15.   In the article, "California Won’t Budge on OZ Conformity but Gets Bulk of Investments, "  Julie said one of the reasons opportunity zone investments...

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Publication

Guidance on Directive to Defer Payroll Tax Obligations Leaves Unanswered Questions

On August 8, 2020, the President directed the Secretary of the Treasury to authorize the deferment of certain payroll tax withholding, depositing, and payment obligations otherwise incurred on wages and compensation paid between September...

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Publication

Treasury Grants Relief to Opportunity Zone Investors in Light of Coronavirus Pandemic

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities. This tool extends tax advantages to investors in qualified opportunity funds, provided compliance with...

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Publication

New Round of PPP Loans: What Nonprofits Need to Know

Matt Lewis and Julie Treppa discuss "New Round of PPP Loans: What Nonprofits Need to Know."  The Paycheck Protection Program (PPP) is a lifeline for nonprofits and other businesses that are struggling to survive during...

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Publication

COVID Relief Granted to Opportunity Zone Investors

Opportunity Zones are economically-distressed communities designated under the Tax Cuts and Jobs Act to provide private investors that deploy capital there with certain tax advantages, provided those investors, and funds, comply with a vast...

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News

Chambers USA 2021 Recognizes Farella Braun + Martel Attorneys, Practices

Farella Braun + Martel announces that Chambers USA has recognized 13 lawyers and 6 practice areas in the legal directory’s 2021 edition. Individual Rankings: Tyler Gerking – Insurance: Policyholders Jeffrey Hamilton – Cannabis Law...

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