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Jackie
Matsumura, CPA
Partner, Tax
Real Estate Industry Group Co-leader
2001 North Main Street, Suite 360
Walnut Creek, CA 94596

Overview

Jackie is a Certified Public Accountant and has over 20 years of experience in public accounting. She started her career at Arthur Andersen’s Honolulu office where she provided tax consulting services to Japanese companies and individuals who invested in hotels and real estate across the Islands of Hawaii. Her clients' tax issues involve cost segregation, repair regulations, target allocations, REIT compliance testing, fractions rule, UBTI calculations, like-kind exchange, installment sales, 263A and cost allocation, to name a few. She also advises on sale of business transactions, partnership restructuring and tax planning for financially distressed properties. Jackie is the Co-leader of the firm's Real Estate Industry Group and Practice Leader of the Walnut Creek Tax Group.

Interesting Tidbit

Proficient in Japanese, golfer and once a classical piano major.

Community

  • Co-Chair of the Real Estate Industry Group
  • Member American Institute of Certified Public Accountants (AICPA)
  • Member California Society of CPAs (CalCPA)
  • Member CREW East Bay
  • Member CREW San Francisco
  • Member Hawai`i Chamber of Commerce of Northern California
  • Member National Association of Real Estate Investment Trusts

Certification

  • Certified Public Accountant (CPA)

Education

BS/Business Administration, Sophia University (Tokyo, Japan)
University of Florida