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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 the Co-Leader of BPM’s Real Estate Industry Group, Practice Group Leader of the Walnut Creek Tax Practice and a former board member. She is a Certified Public Accountant who has over 25 years of experience in public accounting, including seven years at an international accounting firm, with an emphasis on tax compliance and planning for real estate investors. She spends most of her time with investment companies, developers and REITs, and advises clients on buy/sell transactions, partnership restructure and tax planning for financially distressed properties. Jackie assists her clients with understanding partnership allocations, waterfall calculations, REIT compliance testing, UBTI calculations, like-kind exchanges and cost segregation.

Interesting Tidbit

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

Community

  • Co-Chair – 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 (NAREIT)
  • Board Member – Las Lomas High School Performing Arts Foundation

Certification

  • Certified Public Accountant (CPA)

Education

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