Bree Burdick

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