Bree Burdick

no photo

Biography

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

Experience

Previous Experience

• Andersen, 2018-2024

o Senior Tax Associate, 2022-2024

o Tax Associate, 2019-2021

o Intern, 2018

Internships

• Judicial Extern, Hon. Jon B. Streeter, California Court of Appeal, 2018

• Student Mediator, Superior Court of California, County of San Francisco, 2017

• Law Clerk, Riverside County District Attorney’s Office, 2017

• Intern, Orange County District Attorney’s Office, Bureau of Investigation, Gangs Unit, 2015-2016

Recognition & Leadership

Professional & Community Involvement

• Member, Orange County Bar Association, 2021-Present

• Member, American Bar Association, 2021-Present

• Member, The National Society of Leadership and Success, 2014-2015
See more ›

Areas of Practice (3)

  • Tax
  • State & Local Tax (SALT)
  • Tax Controversy and Litigation

Education & Credentials

University Attended:
Azusa Pacific University, B.A., 2014
Law School Attended:
University of California, Hastings College of the Law, J.D., Editor, Hastings Business Law Journal; Member and Competitor, Hastings Alternative Dispute Resolution Team, 2019
Year of First Admission:
2019
Admission:
2019, California
Memberships:
Orange County Bar Association; American Bar Association.
Reported Cases:
Experience: Representative Matters: Represented a major entertainment and hospitality company in San Diego, securing a full property tax reduction that will save the client over $400,000 annually in perpetuity.; Represented a real estate investment partnership affiliated with a national life sciences property developer in San Mateo, obtaining a Board decision that resulted in annual property tax savings of approximately $850,000-$900,000 for the client in perpetuity.; Previous Experience: Andersen, 2018-2024; Senior Tax Associate, 2022-2024; Tax Associate, 2019-2021; Intern, 2018; Internships: Judicial Extern, Hon. Jon B. Streeter, California Court of Appeal, 2018; Student Mediator, Superior Court of California, County of San Francisco, 2017; Law Clerk, Riverside County District Attorney's Office, 2017; Intern, Orange County District Attorney's Office, Bureau of Investigation, Gangs Unit, 2015-2016
ISLN:
1000885606

Peer Reviews

This lawyer does not have peer reviews.

Client Reviews Write a Review

Location

Contact Bree Burdick

Contact Information:

www.gtlaw.com/en/professionals/b/burdick-bree

Required Fields

Required Fields

Clear All Fields

By clicking on the "Submit" button, you agree to the Terms of Use, Supplemental Terms and Privacy Policy. You also consent to be contacted at the phone number you provided, including by autodials, text messages and/or pre-recorded calls, from Martindale and its affiliates and from or on behalf of attorneys you request or contact through this site. Consent is not a condition of purchase.

You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.