Julie is chair of Coblentz Patch Duffy & Bass’ Tax practice group. She advises businesses, nonprofit organizations, investors and community-based organizations with respect to complex transactions including those whereby parties desire to use tax incentives and credits to maximize profits while achieving social, financial and environmental goals. Julie is one of the leading tax practitioners in the field of New Markets Tax Credits.
Bill is a recognized expert in nonprofit and tax law, with an emphasis on the tax aspects of land conservation and preservation, including conservation easement planning. He acts as counsel to both national conservation organizations and local and regional land trusts, and advises individuals and corporations on the income and estate tax consequences of conservation transactions. In addition to his private practice at Coblentz, Bill is a professor emeritus at UC Hastings College of the Law. Summer – the principal justification of his teaching career – finds him in one of the last best places, Montana, despite the recent quantification of its formerly “reasonable and prudent” speed limit.
Ari is passionate about volunteering and being an active part of her community. Her desire to help others and create positive change was fueled as early as the third grade when she founded a nonprofit community youth club. Ari enjoys seeing that same passion in her clients and assists them with all aspects of their estate, tax and charitable planning through Coblentz’s family wealth and social enterprise practices. When not in the office, Ari likes to travel and explore new communities – both in the Bay Area and around the world.
Seth spends the majority of his time working on complex tax issues for business entities and individuals. He also assists companies and their interest holders with the process of company acquisitions. Seth enjoys using the knowledge and experience gained from his work to assist underserved communities and individuals with limited resources whenever possible.
Misti focuses her practice on the real estate and tax aspects of conservation transactions and also has expertise in general real estate. Hailing from Louisiana, she’s a nature lover and has deep roots in environmental protection. Prior to becoming a lawyer, Misti was an AmeriCorps*VISTA Leader at an environmental project and was a law clerk at several environmental protection organizations. When she’s not practicing or studying law, you’ll find Misti hiking the beautiful Bay Area, gardening, or playing the harp.
Although an attorney in the most recent chapter of her career, Alyssa has decades of experience either working in or for nonprofits. She loves the power of a good idea, and finds joy in connecting people to resources to effect social change. Alyssa speaks, writes, and advises clients about philanthropy, social entrepreneurship, and all things related to tax-exempt organizations.
Fascinated with the entrepreneurial spirit, Hons loves helping individuals and organizations do well while doing good. When he is not out seeking social change or his next adventure, Hons counsels and works closely with families and individuals to design, create, and implement tax-efficient estate plans utilizing sophisticated wealth transfer and charitable planning strategies.