Wealth & Legacy

Smart planning guidance for rental housing providers covering inheritance, asset protection, retirement strategies, and tax considerations related to property ownership. 

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VIDEO: Year-End Tax Strategies Every Housing Provider Should Know
VIDEO: Year-End Tax Strategies Every Housing Provider Should Know

Replay of BPOA’s November 5, 2025, live webinar with CPA Kelly Creed-Davenport, covering key provisions of the new “One Big Beautiful” tax act and practical year-end planning moves for housing providers to maximize savings before December 31st. Continue Reading

Postedby Kelly Creed Davenport
Date posted11/12/2025


VIDEO: The Current Climate of Rental Property Sales in Berkeley
VIDEO: The Current Climate of Rental Property Sales in Berkeley

Recorded October 30, 2025 — In this BPOA webinar, Joey Wang and Danny Winkler share insights on Berkeley’s rental-property sales market — from small 1–4 unit buildings to larger multifamily properties — and what owners should consider before selling. Continue Reading

Postedby BPOA Master
Date posted11/6/2025


Estate Planning Updates 2025: Understanding California’s New Small Estate Limits
Estate Planning Updates 2025: Understanding California’s New Small Estate Limits

Couldn’t make it to BPOA’s 2025 Annual Member Meeting—or want to revisit Peter Shelton’s presentation? View the slides and access the estate planning forms and updates he discussed. Continue Reading

Postedby Peter Shelton
Date posted10/17/2025


VIDEO: Passing the Keys: Protecting & Transferring Rental Property to the Next Generation
VIDEO: Passing the Keys: Protecting & Transferring Rental Property to the Next Generation

Learn strategies to protect your rental property, minimize risk, and plan for a smooth transition to the next generation. Attorney Phil Shekerlian also covers key updates from the new federal bill affecting housing providers. Recorded October 1, 2025 – BarthCalderon LLP Continue Reading

Postedby Phil Sherkerlian
Date posted10/8/2025


Preparing for an Estate Planning Session: What Landlords Should Bring to the Table
Preparing for an Estate Planning Session: What Landlords Should Bring to the Table

Make the most of your attorney’s time by getting organized ahead of your estate planning meeting. Continue Reading

Postedby BPOA Master
Date posted03/5/2025