November 10, 2025
Topic: Property Tax Change in Ownership Law – How to Avoid Mistakes and Take Advantage of Opportunities
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 may offer you a significant professional advantage. Michael’s presentation will provide insight into what constitutes “ownership” under property tax change in ownership law, the current state of parent to child transfers, legal entity and joint tenancy change in ownership law, and more.
Speaker: Michael Kelly, tax attorney – Ajalat, Polley, Ayoob, Matarese & Broege
Michael 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.