Julie Treppa

Partner

Julie Treppa is chair of the Tax practice group and counsels for-profit and non-profit clients on tax matters in a wide range of transactions. She regularly develops tax planning strategies for corporations, partnerships and joint ventures. Julie has significant experience advising clients on the formation and operation of private equity investment and venture capital funds.

Julie is one of the leading tax practitioners in the field of New Market Tax Credits, counseling investors, businesses, and community-based organizations seeking to use tax incentives and tax credits to maximize profits while achieving social, financial, and environmental goals. In addition, her experience working as a tax auditor for the IRS in the exam division lends itself perfectly to representing clients with a wide range of tax matters, including transaction planning, equity incentive programs and deferred compensation matters under Code Section 409A.

She has successfully represented clients during the course of federal and state tax controversies in U.S. Tax Court, U.S. District Court, and various California courts, and she is also skilled at handling the administrative resolution of these matters.

Julie is the editor of the firm’s Law on Purpose blog, which provides insights into the emerging space of social enterprise and impact investing.

Publications & Speaking Engagements

Julie regularly presents at Novogradac's New Markets Tax Credit Investors Conferences

Professional Activities

Julie is a former Vice-Chair of the Executive Committee of the Taxation Section of the State Bar of California and recently was selected to present a paper on New Markets Tax Credits as part of the Tax Section's Washington D.C. Delegation to  key government officials from the IRS, Treasury Department, the House Ways and Means Committee, the Senate Finance Committee, and the Joint Committee on Taxation.

She is a member of the New Markets Tax Credit Working Group, an organization that provides a platform for industry participants to work together to resolve technical and administrative issues with the New Markets Tax Credit Program.

Julie is a former officer of the San Francisco Area Women Tax Lawyers organization and is currently a volunteer with the Volunteer Income Tax Assistance Program.

Education

Julie received her B.A. in economics and political science from the University of California, Davis (1987), her M.S. in taxation from Golden Gate University School of Tax (1992) and her J.D. magna cum laude from the University of San Francisco School of Law (1995).

Case Studies

AARDEX Group SA

AARDEX Group SA, a Swiss entity, pioneered electronic medication-event monitoring systems, which are recognized as the gold-standard method for compiling patient’s drug dosing histories during clinical trials. Coblentz represented certain shareholders of AARDEX in its acquisition by...

New Markets Tax Credits

Since the New Markets Tax Credit (NMTC) program’s inception, our practitioners have been involved in major NMTC projects that have benefited at-risk communities. 

Craft3, formerly Enterprise Cascadia, chose Coblentz as representation for their loan to an affiliate of the Oregon...