Overview
Irene joined CLA in October 2017. Prior to joining CLA, she worked as a tax manager and certified public accountant at the Big 4 accounting firms, Deloitte & Touche and Ernst & Young. She also worked as a business and tax attorney at a large Sacramento law firm. Her 23 years of experience as an attorney and CPA has allowed her to assist clients on complex legal, tax and accounting matters. In addition, Irene works with high net worth individuals and privately held companies to achieve their estate planning objectives and business succession goals. She consults on trust administration, establishment of living trust documents, preparation of trust, estate and gift tax returns, transition of closely held companies, transfer of generational wealth, and the establishment of complex trusts and entities for estate tax minimization purposes.
Education
Bachelor of Arts in Legal Studies from University of California, Berkeley
Juris Doctor Degree from University of the Pacific, McGeorge School of Law
Master of Law, Taxation from University of the Pacific, McGeorge School of Law
In the community
California Society of Certified Public Accountants, Member
Sacramento Estate Planning Council, Member
Placer Estate Planning Council, Member
State Bar of California, Member
Sutter Medical Foundation, Member