Julie Y. Wann, Esq.
Julie Y. Wann is a solo practitioner who focuses on individual, partnership and corporate taxation, and formation of limited liability companies, partnerships and corporations. Ms. Wann advises individuals in asset protection, wealth transfer and tax planning, and entities in sales, purchases and restructurings. She structures real property transfers that preserve the real property tax basis. Ms. Wann also provides taxpayer representation in tax controversies.
Prior to beginning her solo practice, Ms. Wann was an Associate in Hopkins & Carley’s Tax Practice Group in the Corporate Advice & Transactions Department. Ms. Wann was also a senior tax associate at Arthur Andersen LLP, where she specialized in international tax consulting and planning for multi-national corporations, including planning and implementing domestic and international corporate restructuring, mergers and acquisitions. Ms. Wann also performed corporate, partnership and individual income tax compliance and audited financial statements of partnership and corporations. Ms. Wann is a certified public accountant in inactive status.
Ms. Wann’s professional activities include membership in the Santa Clara County Bar Association, Asian Pacific Bar Association and Kiwanis Club of San Jose. Ms. Wann was a Vice Chair of the California State Bar’s Taxation Section Executive Committee for the 2009-2010 term. She also served as editor of the California Tax Lawyer, a publication of the State Bar of California, Taxation Section. Ms. Wann is currently the Co-Chair of the Silicon Valley Chapter of the Young Tax Lawyers Committee of the California State Bar’s Taxation Section.
Ms. Wann holds a Juris Doctor Degree from the Santa Clara University School of Law, where she served as Technical Editor for the Santa Clara Law Review. She also holds a Master of Business Administration from the Santa Clara University Leavey School of Business and a B.S. Degree in Business Administration, with emphasis in accounting and finance, from the University of California at Berkeley. She was admitted to the State Bar of California in 1998.