A playback recording of our December 17, 2025, live-stream webinar with attorney Kristen Hayes of Integrated General Counsel, covering LLCs and other ownership structures used by rental housing providers to help protect assets and manage liability. Continue Reading
Wealth & Legacy
Build. Preserve. Pass it on.
Smart planning guidance for rental housing providers covering inheritance, asset protection, retirement strategies, and tax considerations related to property ownership.
Learn how Berkeley’s Home Hardening Rebate can reduce your transfer tax when you sell a duplex or small multi-unit property. Find out which upgrades qualify, what documentation you need, and how to plan improvements within the required timeline. Continue Reading
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
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
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
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
Make the most of your attorney’s time by getting organized ahead of your estate planning meeting. Continue Reading