San Francisco, CA– August 6, 2021– Greenberg Traurig, LLP Co-Managing Shareholder Bradley Marsh will be a panelist in a webinar at the Virtual Bar Association of San Francisco: Estate Planning, Probate and Trust Section titled “Prop. 13 Change in Ownership for Legal Entities” on August 10, 2021 at 12:00 p.m. – 1:15 p.m. PDT.
The panel includes Richard Moon, Tax Counsel IV, California State Board of Equalization and Moderator Erika Yuen, Prof. Law Corp. They will discuss topics relating to Prop. 13 such as: Statutory framework; Am I in Schedule A or Schedule B?; Common pitfalls; Strategies to avoid changes in ownership; And resources available on the Board of Equalization (“BOE”) website.
Marsh is co-managing shareholder of Greenberg Traurig’s San Francisco office and serves as a co-chair of its State and Local Tax (SALT) Practice. He focuses his practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift, and estate taxes. Marsh represents clients in audits, litigation, and administrative hearings, as well as analyzing transactions and business models, and developing strategies for legislative resolutions.
About Greenberg Traurig's Tax Practice: Greenberg Traurig’s multidisciplinary Tax Practice attorneys provide tax planning and advice to clients, including major multinational corporations; large privately-owned businesses; financial institutions; exempt organizations; and private individuals, including high net worth individuals. Given our team’s diverse backgrounds and prior experience, including work in private industry, government, and private practice, we have the capabilities necessary to develop practical legal services to meet the challenges faced by this broad range of clients.
About Greenberg Traurig: Greenberg Traurig, LLP (GT) has approximately 2200 attorneys in 40 locations in the United States, Latin America, Europe, Asia, and the Middle East. GT has been recognized for its philanthropic giving, diversity, and innovation, and is consistently among the largest firms in the U.S. on the Law360 400 and among the Top 20 on the Am Law Global 100. The firm is net carbon neutral with respect to its office energy usage and Mansfield Rule 3.0 Certified. Web: www.gtlaw.com