Profile
Bree Burdick focuses her practice on ad valorem property tax and assessment counseling and litigation (appeal hearings and trials). Bree also serves ultra-high-net-worth individual clients, partnerships, trusts, businesses, and LLCs on income tax planning and compliance matters. She advises clients on choice of entity, business structures, real estate investments, and asset protection strategies for clients’ generational wealth planning needs. She also has experience defending clients in government audits.
Concentrations
- Tax compliance counseling
- Civil tax controversies
- Property tax counseling
- Ad valorem property tax appeals and litigation
- Litigation and appeals
- State and local tax
Capabilities
Experience
- Andersen, 2018-2024
- Senior Tax Associate, 2022-2024
- Tax Associate, 2019-2021
- Intern, 2018
- Judicial Extern, Hon. Jon B. Streeter, California Court of Appeal, 2018
- Student Mediator, Superior Court of California, County of San Francisco, 2017
- Law Clerk, Riverside County District Attorney’s Office, 2017
- Intern, Orange County District Attorney’s Office, Bureau of Investigation, Gangs Unit, 2015-2016
Recognition & Leadership
- Member, Orange County Bar Association, 2021-Present
- Member, American Bar Association, 2021-Present
- Member, The National Society of Leadership and Success, 2014-2015
Credentials
Education
-
J.D., University of California, Hastings College of the Law, 2019
- Editor, Hastings Business Law Journal
- Member and Competitor, Hastings Alternative Dispute Resolution Team
- B.A., Azusa Pacific University, 2014
Admissions
- California