Property Tax Planning With Entities
California’s property tax system can be daunting and full of potential hazards. However, hidden in its many complexities lie creative planning techniques and useful strategies that are likely to set you and your clients apart and offer you a significant professional advantage. Join us on March 18, 2026 as property tax attorney Michael Kelly explores the fundamentals of property tax change in ownership law and unveils proactive planning techniques and potential pitfalls to be aware of when advising your clients on real property transactions and future wealth plans.
Michael is a state and local tax attorney with Ajalat, Polley, Ayoob, Matarese & Broege. He received his undergraduate degree from UCLA and earned his Juris Doctor from Loyola Law School in 2016. Michael is a frequent speaker on state and local tax issues and co-authored multiple publications. As a state and local tax lawyer, he has helped countless clients, from individual families to Fortune 500 companies, navigate complex property tax issues and achieve significant tax savings and refunds. Michael is a former civil litigator and handles cases at all levels of the administrative and judicial process.
