Trial Victory in Property Tax Dispute

Representing Nonprofits Insurance Alliance of California (NIAC), Peter Glaessner and Lori Sebransky of the firm scored a trial victory over the Board of Equalization (BOE) in a dispute over the BOE’s revocation of NIAC’s property tax exemption. Following a four-day bench trial, Superior Court Judge Samuel Stevens (Ret.) ruled that NIAC proved it was entitled to tax-exempt status under the welfare exemption of the Revenue and Taxation Code. In addition to the testimony of NIAC’s founder, Pamela Davis, NIAC’s members and insurance professionals familiar with the marketplace for nonprofits also testified at trial. The judge ruled that NIAC, a 501(c)(3) founded 25 years ago, which now insures over 8,500 California nonprofits, provided a public benefit not just to its members, but to the community at large.