Aileen has dedicated the last two decades to providing services for high-net-worth individuals and their family-owned and entrepreneurial businesses. Her vast experience extends to a variety of areas including technology, social media, life sciences, manufacturing and distribution, import/export, real estate and service-oriented industries such as architectural, engineering, law and consulting firms.
- Manages and performs tax planning, consulting, research, and compliance projects for privately and publicly held corporations and start-ups
- Extensive experience with corporate acquisitions (stock and asset purchases), dispositions of subsidiary companies, international tax issues, and multi-state filings
- Deals with federal and state tax authorities with regards to income tax audit examinations
- Experienced in stock-based compensation including stock grants, Incentive Stock Options (ISO), Non-qualified Stock Options, Restricted Stock Grants, and Qualified Small Business Stock (QSBS)
- Previous experience working at a leasing corporation and family office
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Location
San Francisco, CA
Education
Bachelor of Science
San Francisco State University (San Francisco, California)