Publications
September 21, 2023 Article
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 Article
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 Article
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 Article
Guidance on Directive to Defer Payroll Tax Obligations Leaves Unanswered Questions
July 24, 2020 Article
Treasury Grants Relief to Opportunity Zone Investors in Light of Coronavirus Pandemic
Accounting Today
July 13, 2020 Article
COVID Relief Granted to Opportunity Zone Investors
Financial Investor
April 24, 2020 Article
Renewable Energy Roundtable Update in the Wake of COVID-19
March 26, 2020 Article
Tax Relief in Response to the COVID-19 Outbreak
January 30, 2020 Article
Your Retirement Planning and the SECURE Act
May 22, 2019 Article
Legal Ins and Outs of 'Opportunity Zones' — So Far
North Bay Business Journal
March/April 2019 Article
Navigating the Opportunity Zone Program
California Constructor
12/20/2018 Article
Opportunity Zone Program Drives Investments to Low-Income Communities
10/29/2018 Article
Treasury Department Guidance Will Stimulate Opportunity Fund Investments
3/8/2018 Article
California’s Proposed Opportunity Zones Announced
5/5/2016 Article
Three Ways to Guard Heirs From Big Wine Realty Tax Bill
12/9/2015 Article
CPA-Client Privilege Doesn't Extend to Criminal Proceedings
3/28/2014 Article
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 Article
San Francisco Voters Approve Changes to Real Property Transfer Tax Rates
