
Taxation:
Successful representation of clients under criminal investigation
by Internal
Revenue Service for Money Laundering and Unreported Income. Successfully
negotiated with local tax authorities a planned sale of real property
for nonpayment of taxes into a five-year installment program. Halted
a seizure of an existing business with over 15 employees for nonpayment
of trust fund taxes; negotiated with IRS Collection Division into
accepting an installment payments for back taxes. Initiated and
filed Petitions for Relief before US Tax Court for several taxpayers
involving unreported income and unsubstantiated expenditures issues.
Estate
Planning:
Prepared numerous estate plans for individuals, including revocable
trusts, wills, insurance trusts and durable powers of attorney.
Analyzed and prepared gifting programs for clients. Authored and
developed Motivational Trusts for children. Counseled
clients on asset protection trusts -- foreign and domestic.
Corporate:
Counsel to non-profit, tax-exempt organizations. Advised corporations
on
management controls, fiscal and accounting controls and cost containment.

Employment
History:

Juris
Doctor, University of San Francisco, 1987
Beijing University, Fudan University and Hong Kong University, 1985
Comparative Legal Studies and Foreign Trade; B.S.
Business Administration/Accounting, San Jose State University 1981
Admission
to Practice:
State Bar of California, 1988
District of Columbia Bar, 1990
U.S. District Court, Northern District California, U.S. Ninth Circuit
Court of Appeals, United States Tax Court, 1988
Illinois Certified Public Accountant, 1990
California Notary Public, 1993
Arbitrator - National Association of Security Dealers (NASD) Alternative
Dispute Resolution

- Commissioner,
San Francisco County Assessment Appeals Board
- As
Chair of the Assessment Appeals Board, authored largest property
tax fraud decision in California history, (In Re: One Market
Plaza; Findings of fraud penalty and change of ownership upheld
on appeal in 2003)
- Deputy
Chief - Assessor/Recorder of San Francisco County
- Authored
first California county assessor ruling on the application of
Proposition 13 to the transfer of real property between same
sex registered domestic partners. (www.sfgov.org/site/uploadedfiles/assessor/SF-RDP2002.pdf)

- Member,
Taxation and Estate Planning Sections of the State Bar of California
- Member,
Asian American Bar Association of the Greater Bay Area.

- Member,
Taxation and Estate Planning Sections of the State Bar of California
- Member,
Asian American Bar Association of the Greater Bay Area
- Council
of Asian American Business Associations of San Francisco;
Asian American Business Association
- Asian
Business Association - Silicon Valley
- Association
of Asian American
CPAs & Attorneys
- Chinese
American Democratic Club; La Casa de Las Madres
- Small
Property Owners Association
- Bay
School; Lakeshore Acres Improvement
Club
-
Chinese Newcomers Center
-
Society of Asian AmericanAccountants
- Volunteer
Income Tax Assistance (VITA) Program
- Kong
Chow Benevolent Association
- Chinese
American Voters Education Committee (CAVEC) Sunset Democratic
Club. Westside Chinese Democratic Club.
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