CPA and Attorney specializing mostly in estate and tax planning and related areas in business and real estate law. Worked in Big 4 Accounting in Los Angeles prior to law school and received an LL.M. in taxation and estate planning at Georgetown Law in Washington D.C. before settling back in San Diego. Enjoys Major League Baseball, U.S. history, scrapbooking, and enjoying the sunshine in America's Finest City.
State | Status | Acquired | Updated |
---|---|---|---|
CA | Active | 2016 | 10/28/2020 |
Legal answers | 78 |
Legal guides | 0 |
Award name | Grantor | Date granted |
---|---|---|
Rising Star | Super Lawyers | 2021 |
Rising Star | Super Lawyers | 2020 |
student writing competition award | American College of Trust and Estate Council (ACTEC) | 2016 |
CALI Award Highest Class Grade - Corporate Taxation | CALI Award | 2014 |
CALI Award highest class grade - Legal Writing | CALI | 2013 |
Title | Company name | Duration |
---|---|---|
Attorney | Miller Monson Peshel Polacek Hoshaw | 2017 - Present |
Extern | Department of Justice | 2017 - 2017 |
Extern | Seltzer, Caplan, McMahon & Vitek | 2014 - 2016 |
Tax Associate | Ernst & Young | 2011 - 2013 |
Association name | Position name | Duration |
---|---|---|
San Diego County Bar Association | Member | 2017 - Present |
American Bar Association | Member | 2017 - Present |
California Board of Accountancy | CPA | 2012 - Present |
Publication name | Title | Date |
---|---|---|
MMPPH Monthly Newsletter | Beginning of Year Checklist: Ensure Your Affairs Are In Order | 2021 |
SDCBA: For the Record | In the Presence of Greatness | 2020 |
MMPPH monthly newsletter | Working from Home Due to Coronavirus? Can You Claim a Home Office Deduction? | 2020 |
MMPPH Newsletter | 65-Day Rule May Provide Trust and Estate Tax Savings | 2020 |
American Bar Association Tax Times | Trust and Estate Distributions in 2020 May Provide 2019 Tax Savings | 2020 |
School name | Degree | Graduated |
---|---|---|
Georgetown University Law Center | LL.M - Master of Laws, Taxation and Estate Planning | 2017 |
University of San Diego School of Law | JD - Juris Doctor | 2016 |
Univ of San Diego | Bachelors of Accountancy | 2011 |
University of San Diego | MS - Master of Science, Taxation | 2011 |
Conference name | Title | Date |
---|---|---|
SD Impact Real Estate Investors Network | Upcoming Tax Law Changes | 2020 |
"Close Up on America's Business" podcast | Estate and Tax Planning | 2018 |
SD Outback Real Estate Investor Network | Real Estate | 2018 |
Reef Point Investors Club | Real Estate | 2018 |
Posted by Steve
Sun Apr 15 2018
Michael Doland, Business Attorney on Oct 30, 2018
Relationship: Fellow lawyer in community
The answers of Ms. Lepore are consistently accurate, analytic and customized to the needs of the Avvo askers. These are exactly the qualities that every client would look for when hiring an attorney.
Katie is a skilled and professional attorney who I recommend greatly. She is a pleasure to work with.
Jacob Spaid, Tax Attorney on Apr 10, 2018
Relationship: Fellow lawyer in community
I have had the pleasure to work with Katie. She is a highly skilled, intelligent attorney.
Samantha McAlpin, Tax Attorney on Mar 29, 2018
Relationship: Fellow lawyer in community
Katie is an excellent attorney, with great attention to detail and a heart for service.
Denise Stich, Estate planning Attorney on Mar 29, 2018
Relationship: Fellow lawyer in community
I strongly endorse this young lawyer for estate planning and trusts and estates, especially matters with challenging tax related matters. Bright and personable, she brings a CPA background and curious intellect to solve a client's problems.
Ally Keegan, Tax Attorney on Mar 29, 2018
Relationship: Fellow lawyer in community
Katie is a phenomenal lawyer whose expertise, attention to detail, and dedication to her clients are unmatched. She has an excellent rapport with fellow members of the legal community that assists her in obtaining the best results for her clients. I would highly recommend Katie to anyone in need to tax or estate planning services.
Cash, Check, Credit Card