Firm Update: Welcome to Cate Chang! Also, a Self-Dealing Presentation

As we at MLC move into (yet another) busy season and fall behind on substantive blog updates, we at least want to jump in for an exciting announcement and to share a quick plug/powerpoint.

Most excitingly, I’m very glad to announce that one of my favorite lawyers, Cate Chang, has joined our team as Of Counsel. Cate brings many years of tax experience in-house and at law firms, including time at Adler & Colvin as an exempt organizations lawyer that overlapped with mine where she proved herself to be one of the smartest and kindest lawyers I’ve come across. Cate has only been with us for a couple of weeks and has already made a tremendous difference in helping us meet client needs and continuing to build the firm’s capacity and culture. Cate will also maintain our firm’s San Francisco presence and be a great resource for our many clients in the Bay Area. Please join us in welcoming Cate!

Less excitingly, but perhaps of interest to our private foundation clients: I’ll be speaking about self-dealing tomorrow for CPA Academy with Alan Gassman of Gassman, Crotty & Denicolo. It’s free, so if you’re interested (either live or later on tape), check it out here.

If you want to see a rough draft of the powerpoint, you can find it here, though we’ll be trying to turn this into a more polished resource over time and adding it to that page.