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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.

Two tax measures aimed at addressing transit funding shortfalls in San Francisco and the surrounding region have gathered enough signatures to potentially qualify for the November 3, 2026, ballot. Property owners, commercial tenants, and consumers across five Bay Area counties may wish to monitor developments as certification proceeds and final ballot language takes shape.

Continue Reading 2 Tax Measures, 1 Ballot: San Francisco Parcel Tax, Regional Sales Tax Move Forward

On Feb. 25, 2026, San Francisco Mayor Daniel Lurie and District 5 Supervisor Bilal Mahmood introduced the Balanced Update to Incentivize Local Development (BUILD) Act, a legislative package designed to reduce transfer tax rates on large real estate transactions to revitalize stalled housing projects and stimulate economic development. By proposing a significant rollback of