Julie C. Chang

Julie C. Chang, CPA

Principal

Julie is a Certified Public Accountant with more than 14 years of experience and serves as a trusted advisor to her clients. Julie has extensive industry experience with real estate entities and works with owners, developers, operators, and investors involved in a wide spectrum of properties including commercial and multi-family residential. She holds expertise in the following disciplines:

  • Tax planning and compliance for partnerships, corporations, individuals, and trusts
  • Serving high-net-worth individuals and multi-generational family groups in various industries with an emphasis in real estate
  • 1031 tax deferred exchanges and reverse 1031 exchanges for private owners of real estate
  • Representing and structuring highly complex real estate transactions, including acquisitions and dispositions of real estate property and partnership interests
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Professional Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

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Education / Certification

  • Bachelor’s degree in Economics, Minor in Business Administration, University of California, Berkeley
  • Certified Public Accountant, California

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Professional Experience

  • Tax Manager, BDO USA, LLP

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