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Alfred K. Chan, CPA
Alfred Chan, founder of Chan & Lo, certified public accounting firm, an accountancy corporation, has over 20 years experience in tax consulting and compilation for domestic and international corporations, real estate partnerships and U.S. individuals (income tax and estate tax planning) and foreign nationals. Mr. Chan has extensive experience in servicing U.S. corporations with foreign parents from the Pacific Rim.
Professional Experience
Prior to establishing Chan & Lo, Mr. Chan has worked for Deloitte and Touche over a period of seven years. Mr. Chan has extensive experience in providing tax services to various industries including real estate investment partnership, manufacturing, retailing and wholesaling. Mr. Chan is also specialized in providing tax services to corporate set-up, restructuring and liquidation.
Mr. Chan has participated in various research projects including transfer-pricing studies, unitary tax studies, interest-stripping rule studies, and other international tax issues focusing on U.S. corporations with international affiliation. He has diversified experience in dealing with various taxing authorities regarding sales tax and income tax audits.
In addition, Mr. Chan has provided tax planning and consulting services to several Japanese and Chinese conglomerates, including Toda Corporation and its subsidiaries, Sumitomo Real Estate Sales, Inc. in the acquisition, restructuring, and setting up of corporations and partnerships.
Professional Qualifications and Education
Certified Public Accountant, State of California
Master of Professional Accounting, Specialized in Taxation, University of Texas at Austin
Bachelor of Science in Accounting, graduated with honors, Brigham Young University, Hawaii
Member of California Society of Certified Public Accountant
Certificate of California Society of Certified Public Accountant Estate Planning Program
Micky Lo, CPA
Micky Lo, founder of Chan & Lo, certified public accounting firm, an accountancy corporation, has over 20 years experience in auditing, accounting, tax planning for high net worth individuals, and business management.
Professional Experience
Prior to establishing Chan & Lo, CPAs, Mr. Lo was an audit manager with a regional public accounting firm. (One of the top ten regional accounting firms in Orange County) Mr. Lo has extensive experience providing audit, review, and compilation services to engineering, manufacturing, real estate partnerships, trading, and property management companies, in which he also has performed internal control reviews and management consulting to these companies.
Mr. Lo also is experience in providing domestic and international tax planning services to high net worth clients, assets protection, and also estate tax planning to preserve “wealth” for next generations.
In addition to Mr. Lo’s accounting experience, Mr. Lo is also experienced in computer consulting, assisting clients in designing, implementing, and reviewing computerized accounting systems. Mr. Lo was a member of the Price Waterhouse Coopers consulting team in providing computer consulting services to the Resolution Trust Corporation in closing Delta Savings, Advanced Federal Savings, San Clemente Savings, First Newport Federal Savings, Pan American Savings, Guardian Savings, HomeFed Savings Bank (the largest closure in the savings and loan industry with over $4 billion deposits) and Great American Savings (over $2 billion deposits).
Mr. Lo was also one of the speakers on the topic of “Microcomputer Applications” in the Minority Business Center Conference Seventh Annual Meeting organized by the Small Business Administration.
Professional Qualifications and Education
Certified Public Accountant, State of California
Master of Business Administration, California State University of Long Beach
Bachelor of Science in Business Administration, majors in Professional Accounting and Business Computer Methods, graduated with honors, California State University of Long Beach.
Member of California Society of Certified Public Accountants
Chinese Professional Society, President(1997), Vice-President(1996), Secretary(1995)
Chairman of South Hills Country Club Strategic and Long Range Planning Committee(2003)
Member of South Hills Country Club Membership Committee (2006- Present)
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