Ms. Chan concentrates her practice in the areas of tax-exempt organizations and tax controversy. She specializes in counseling nonprofit organizations with regard to their advocacy work.
Prior to joining Rodriguez Horii Choi & Cafferata LLP, Ms. Chan was a founding member of and a senior tax manager in the Pacific Southwest Tax Controversy Group of Deloitte & Touche, advising large and mid-size clients on all aspects of IRS Examination and Appeals. As a senior tax attorney in the Tax Controversy Group at ARCO, Ms. Chan represented the company through examination, at IRS Appeals, at Tax Court and in District Court on a wide range of federal tax issues. Ms. Chan began her legal career at Latham & Watkins, where her tax experience encompassed transactional advice, drafting of ruling requests, federal and state tax controversy work and advice to tax-exempt organizations.
Ms. Chan’s work has included the following matters:
Advocacy and Lobbying
Advising nonprofit organizations on how to carry on advocacy work, including legislative lobbying work, in support of their missions. Assisting clients on the appropriate corporate structure for carrying on their advocacy programs and providing day-to-day advice on advocacy work.
Representation of taxpayers, including individuals, businesses and nonprofit organizations, in matters before the Internal Revenue Service, the Franchise Tax Board and other taxing authorities.
Applications for Tax Exemption
Working with founders on structuring their nonprofit organizations and in obtaining tax-exempt status.
Corporate Governance Issues
Advising boards on issues such as conflicts of interest, contractual and other operational issues, and compliance with statutory requirements. Drafting and updating articles, bylaws, and corporate policies.