Publications
September 21, 2023 Articles
IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive
April 3, 2023 Podcast
How Nonprofits Can Use New Markets Tax Credits To Achieve Financial Goals
EO Radio Show – Your Nonprofit Legal Resource
January 23, 2023 Articles
Federal and California Taxpayer Relief: Reprieve From Wet Winter Weather
November 14, 2022 Podcast
Loot and Private Foundation Rules - Part 2
EO Radio Show – Your Nonprofit Legal Resource
November 7, 2022 Podcast
Loot and Private Foundation Rules – Part 1
EO Radio Show – Your Nonprofit Legal Resource
October 24, 2022 Podcast
Five Tax Traps for Business Lawyers Advising Nonprofit Organizations
EO Radio Show – Your Nonprofit Legal Resource
July 6, 2022 Articles
Getting With The Program: How Opportunity Zone Investors Can Navigate Tax Benefits
Bisnow
September 16, 2020 Podcast
Real Perspectives Podcast With Julie Treppa on Opportunity Zones
The Registry
August 31, 2020 Articles
Guidance on Directive to Defer Payroll Tax Obligations Leaves Unanswered Questions
July 24, 2020 Articles
Treasury Grants Relief to Opportunity Zone Investors in Light of Coronavirus Pandemic
Accounting Today
July 13, 2020 Articles
COVID Relief Granted to Opportunity Zone Investors
Financial Investor
April 24, 2020 Articles
Renewable Energy Roundtable Update in the Wake of COVID-19
March 26, 2020 Articles
Tax Relief in Response to the COVID-19 Outbreak
January 30, 2020 Articles
Your Retirement Planning and the SECURE Act
May 22, 2019 Articles
Legal Ins and Outs of 'Opportunity Zones' — So Far
North Bay Business Journal
March/April 2019 Articles
Navigating the Opportunity Zone Program
California Constructor

12/20/2018 Articles
Opportunity Zone Program Drives Investments to Low-Income Communities
10/29/2018 Articles
Treasury Department Guidance Will Stimulate Opportunity Fund Investments
3/8/2018 Articles
California’s Proposed Opportunity Zones Announced
5/5/2016 Articles
Three Ways to Guard Heirs From Big Wine Realty Tax Bill
12/9/2015 Articles
CPA-Client Privilege Doesn't Extend to Criminal Proceedings
3/28/2014 Articles
Supreme Court Clarifies Tax Rules for Certain Severance Payments
5/19/2010 Webinar
Tax Aspects of Debt Restructuring and Foreclosure: Using Tax Savings and Motivations to Make Better Deals Webinar
1/22/2009 Articles
San Francisco Voters Approve Changes to Real Property Transfer Tax Rates