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SPEAKING ENGAGEMENTS

 

Matthew Burke regularly speaks to attorneys, accountants, financial advisors and wealth planners at state and local bar associations (real estate and trusts and estates sections), legal and accountancy continuing education luncheons and dinners, estate planning and state and local tax conferences and forums, local chapters of the Estate Planning Council and in-house at private companies and organizations.

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  • 2019 Property Tax Updates:  Change in Ownership Issues, Hot Topics and Assessment Procedures and Rules, San Joaquin Estate Planning Council, Stockton, May 15, 2019
     

  • California Property Tax Considerations in Choice of Entity, EPI 2019 The 41st Annual UCLA/CEB Estate Planning Institute, Marina Del Rey, May 4, 2019
     

  • SMBA Probate & Trust Section Lunch: Issues Related to Property Tax Changes in Ownership and Reassessment, Santa Monica Bar Association Probate & Trust Section, Santa Monica, April 18, 2019
     

  • 2019 Property Tax Updates: Change in Ownership Issues, Hot Topics and Assessment Procedures and Rules, Beverly Hills Bar Association Trusts & Estates Section, Beverly Hills, February 19, 2019
     

  • Proposition 13:  Preserving and Protecting a Client’s Prop. 13 Basis, California Desert Trial Academy College of Law Estate Planning/Probate Update MCLE, Palm Desert, January 12, 2019
     

  • California Property Tax Reassessment: Change in Ownership, Major Exclusions and Trust Rules, The Tax & Estate Planning Forum 2018, San Diego, October 19, 2018
     

  • California Property Tax Reassessment: Legal Entity Change in Ownership Rules, Reporting Rules, Supplemental and Escape Assessments, The Tax & Estate Planning Forum 2018, San Diego, October 19, 2018
     

  • California Property Tax Change in Ownership Recent Updates and Hot Topics, San Fernando Valley Estate Planning Council, Woodland Hills, December 6, 2018
     

  • California Proposition 13 Property Tax Change in Ownership, In-House at Top Law Firm, Los Angeles, May 17, 2018
     

  • Proposition 13 and California Property Taxes: Updates and an Overview of Succession Planning Rules and Potential Legislative Changes, Jewish Community Federation and Endowment Fund Professional Advisor Network, Palo Alto,
    April 24, 2018, and San Francisco, April 25, 2018
     

  • Proposition 13 Change in Ownership for Estate Planners:  Updates, Current Issues, and Potential Changes to the Rules,
    Silicon Valley Bar Association, Santa Clara, April 23, 2018
     

  • California Property Tax Change in Ownership Updates and Complex Trust Rules, San Fernando Valley Estate Planning Council, Woodland Hills, December 7, 2017
     

  • California Property Tax Complex Change in Ownership Rules for Trusts and Estates, In-House at Top Private Bank, Los Angeles, November 28, 2017
     

  • Changes in Ownership, Planning for Estate Planners, In-House at National Wealth Manager and Asset Manager, Los Angeles, November 8, 2017
     

  • Prop 13, Property Taxes and Documentary Transfer Taxes:  Updates, Case Studies, and the Supreme Court’s  Ardmore 
    Decision    , Beverly Hills Bar Association, Real Estate Law Section, Beverly Hills, September 25, 2017
     

  • Prop 13, Property Taxes and Documentary Transfer Taxes:  Some Basics, Some Case Studies, and the Supreme Court’s Ardmore Opinion, Beverly Hills Bar Association, Trusts & Estates Section, Beverly Hills, August 15, 2017
     

  • Mergers and Acquisitions: Identify Options, Seize Opportunities and Avoid Pitfalls, Institute for Professionals in Taxation Annual Conference, Traverse City, June 13, 2016
     

  • Proposition 13 Change in Ownership Planning Opportunities for Commercial Property Owners, Apartment Association of Orange County, May General Membership Meeting, Anaheim, May 17, 2016
     

  • California Proposition 13 Issues, Homebuilder Tax Executive Group Fall Meeting, Washington DC, September 21, 2015
     

  • 2015 Current Updates Proposition 13 Change in Ownership and Transfer Taxes for Estate Planning Professionals, San Francisco Estate Planning Council, Omni San Francisco Hotel, September 16, 2015
     

  • What Every Trust and Estates Attorney Should Know About Changes in Ownership, Beverly Hills Bar Association Trusts & Estates Section, Beverly Hills, July 21, 2015
     

  • Shiver My Timbers!  Is it a Legal Entity Change in Ownership in California?  Institute for Professionals in Taxation Annual Conference, San Diego, June 29, 2015
     

  • Developments in Property Tax Issues, Sacramento Estate Planning Council, Sacramento, April 22, 2015
     

  • Proposition 13: Common Property Tax Problems for Estate Planners and Fiduciaries, Woodland Hills Tax and Estate Planning Council, Woodland Hills, February 4, 2015
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  • Pillsbury’s 2015 CLE Marathon, Emerging Issues Concerning Sales, Property and Income Tax, Los Angeles, San Diego, San Francisco and Silicon Valley, January 13, 15, 21 and 22, 2015
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  • What Every Trusts and Estates Attorney Should Know About Changes in Ownership, The San Fernando Valley Bar Association, Encino, December 9, 2014​​
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  • California Property Tax in Depth:  Entity Planning Rules and Parent-Child Transfers, The American College of Trust and Estate Counsel, 2014 California Fellows Meeting, Pasadena, November 14, 2014
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  • Possessory Interest – The What, When, How and Where, Institute for Professionals in Taxation 2014 Property Tax Symposium, Ft. Lauderdale, November 11, 2014
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  • California Real Property Taxation Speaker Panel, Jerry A. Kasner Estate Planning Symposium, Santa Clara Law School, Santa Clara, October 25, 2014
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  • Fundamentals – California Real Property Taxation, and Focus on Entities – California Real Property Taxation, Jerry A. Kasner Estate Planning Symposium, Santa Clara Law School, Santa Clara, October 24, 2014
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  • California Real Property Tax Issues in Estate Planning & Post-Mortem Trust Planning, 34th Annual Southern California Tax & Estate Planning Forum, San Diego, October 17, 2014
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  • Property Tax Change in Ownership for Estate Planners and Fiduciaries, South Bay Estate Planning Council, Torrance, September 11, 2014
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  • Real Estate: Prop 13 Change in Ownership and Property Tax Update, Beverly Hills Bar Association, Real Estate Law Section, Beverly Hills, September 10, 2014
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  • California Property Tax Change in Ownership for Trusts and Trustees, In-House Bank Trust Department, Los Angeles, August 7, 2014 
     

  • California Property Tax Estate Planning Change in Ownership, Orange County Luncheons, Santa Ana, July 8 and 25, 2014 
     

  • Possessory Interest Essentials: Classes of Property, Potential Exemptions, and Valuations, 38th Annual Institute for Professionals in Taxation Conference, Phoenix, July 1, 2014
     

  • Current Developments in SALT Legislation, Regulations, and other Administrative Rulings, Los Angeles County Bar Association California Tax Practitioners’ Conference, Los Angeles, June 10, 2014
     

  • California Property Tax Estate Planning Change in Ownership, Orange County Luncheons, Santa Ana, May 28 and 29, 2014 
     

  • California Property Tax: Proposition 13 Changes in Ownership, Principal Exclusions and Recent Developments, Orange County Bar Association, Real Estate Section, Newport Beach, May 27, 2014
     

  • Tips, Tricks and Proposed Changes in Proposition 13 Change in Ownership Reassessments and Transfer Taxes, ProVisors Westside Real Estate Affinity Group, Los Angeles, April 30, 2014
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  • California Property Tax Change in Ownership, Orange County Study Group, Santa Ana, February 24 and 25, 2014
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  • Proposition 13 and Legal Entities: What Does the Law Really Say? Exploring Fact vs. Fiction, The Institute for Professionals in Taxation Los Angeles Local Luncheon Group, Los Angeles, February 19, 2014​
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  • Pillsbury’s 2014 CLE Marathon, Emerging Issues Concerning Sales, Property and Income Tax, Los Angeles, San Diego, San Francisco and Silicon Valley, January 14, 16, 22 and 23, 2014
     

  • California Real Property Taxation - Proposition 13 Change in Ownership Estate Planning Basics and Legal Entities and Advanced Issues, The Southern California Tax & Estate Planning Forum, San Diego, October 25, 2013
     

  • Property Tax Change in Ownership Law for Estate Planners, 2013 Tax Practitioners’ Conference, Los Angeles County Bar Association, Los Angeles, May 7, 2013
     

  • Property Tax (Entity and Trust Planning), The 35th Annual UCLA-CEB Estate Planning Institute, Los Angeles, May 3, 2013
     

  • Change in Ownership - Local Property Tax Implications from Estate and Gift Tax Planning, Tax Night, Los Angeles County Bar Association, Los Angeles, February 12, 2013
     

  • California Property Tax: Proposition 13 Changes in Control and Ownership of Legal Entities, The Beverly Hills Estate Planning Council, Beverly Hills, November 5, 2012
     

  • California Property Tax Updates for Estate Planners, The 2013 UCLA/CEB Estate Planning Institute, Los Angeles, May 3-4, 2013
     

  • California Property Tax: Proposition 13 Changes in Control and Ownership of Legal Entities, The Beverly Hills Estate Planning Council, Beverly Hills, November 5, 2012
     

  • Change in Ownership and Other Important Issues of California Real Property Taxation, The Southern California Tax & Estate Planning Forum, San Diego, October 19, 2012
     

  • California Property Tax for Paralegals:  Proposition 13 Changes in Ownership, Exclusions and Reporting Requirements, Los Angeles Paralegals Association Conference, Los Angeles, October 13, 2012
     

  • California Property Tax: Proposition 13 Changes in Ownership, Principal Exclusions and Recent Developments, Beverly Hills Bar Association, Real Estate Law Section, Beverly Hills, September 20, 2012
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  • California Property Tax: Proposition 13 Changes in Ownership, Exclusions and Recent Developments, State Bar of California, Trusts & Estates Section, San Francisco, March 16, 2012
     

  • Complex Legal Entities Change in Ownership, presented by the California Assessors’ Administrative Services Association Education Committee, Stockton, January 27, 2012 (all day course)
     

  • California Property Tax: Proposition 13 Changes in Ownership, Principal Exclusions and Recent Developments, Beverly Hills Bar Association, Real Estate Law Section, Beverly Hills, September 27, 2011
     

  • Proposition 13: Property Tax for Estate Planners, Beverly Hills Bar Association, Trusts and Estates Section, Beverly Hills, April 12, 2011
     

  • Legal Entities II – Beyond the Basics, presented by the California Assessors’ Administrative Services Association Education Committee, San Bernardino, January 28, 2011 (all day course)
     

  • Proposition 13: Defining Changes in Ownership and Exclusions to Reassessment, Beverly Hills Bar Association, Real Estate Law Section, Beverly Hills, September 28, 2010
     

  • Change in Ownership of Legal Entities, hosted by the City and County of San Francisco Office of the Assessor-Recorder Real Property and Transactions Unit, San Francisco, August 6, 2010 (all day course)
     

  • 2009 Property Tax Current Developments, Los Angeles County Assessment Appeals Board, Los Angeles, January 4, 2010
     

  • Property Tax Update, The California CPA Education Foundation 2008 Tax Update and Planning Conference, San Francisco, November 25, 2008
     

  • Property Tax Update, The California CPA Education Foundation 2008 Tax Update and Planning Conference, Universal City, November 24, 2008
     

  • Property Tax and Sales and Use Tax Current Developments, Tax Night presented by the Taxation Section of the Los Angeles County Bar Association and the Los Angeles Chapter of the California Society of CPAs, Los Angeles, November 5, 2008
     

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