About Us

Susan Jeffries' Resume

PROFESSIONAL EMPLOYMENT

With over 15 years experience in tax law, business and finance, my firm provides a unique combination of financial analysis and family law to solve marital and family business problems of all kinds. Our legal work includes financial and tax analysis to help our clients settle quickly and fairly.

My staff and I provide clients with pre- and post-separation counselling and legal services in marital dissolutions and custody disputes. I personally handle all tax and business matters for family businesses and individual clients.

Tax attorney, Corporate Tax Department, San Francisco.
Federal Income Tax Planning: all states and international State Income and Excise Taxes: all States

Bolton and Cornblum, Oakland.
Corporate, real estate, and taxation law, estate planning and related litigation.

Golden Gate University, Graduate School of Taxation.
Wrote cases, problems and model answers for MBA and Ll.M. (tax) classes.

Solo practice limited to special event/convention management and fund raising. Member PRSA and NAEM.

EDUCATION

LL.M. (Tax) Golden Gate University, San Francisco, 1981
J. D. Golden Gate University, San Francisco, 1979
M.A. (cand.) journalism Wayne State Univ. Detroit, 1970-72,
B. A. (History/English) Michigan State University, East Lansing, 1967

HONORS

1993 - 2003: voted "Best Attorney," by Alameda Times 'Star
2000 : voted “Best attorney” Alameda Journal survey.
1988: Bar Association of San Francisco, Award of Merit for taking the Corporate Law Dept. Section from 50 to 350 members in two years.
1989: Louisiana Association of Tax Administrators Appreciation Award - only award of its kind ever given to an industry representative.

PROFESSIONAL ASSOCIATIONS

California State Bar Association - Admitted 1980.
Family Law Section, Chair Property North Committee 1997 & 1998
Tax Section
American Bar Association, since 1980
Family Law Section, Taxation Committee Co-Chair, liaison to ABA Tax Section Domestic Relations Committee ; Property Committee: two seminars
Tax Section, State and Local Tax Committee
Alameda County Bar Association
Tax Section, Chair 2000-01; Executive Committee, 1995
Family Law Section, founder (2000) , Executive Committee, 2001-04
Law Day Celebration, 2002-present
Alameda County Family Law Association, member
Bar Association of San Francisco to 1991
Corporate Law Dept. Section, Chair 1986-88: tripled membership in six months.
Child Care Committee, Chair 1985-86: produced a nationally-quoted survey of Bay Area child care policies and practices in law firms.
Tax Section, Member
East Bay Tax Club: invited 1990
Executive Committee, 1991-93, 1998, President 1997
San Francisco Area Women Tax Lawyers: Founder, 1979;
Program Committee 1989: Doubled membership.

BUSINESS ASSOCIATIONS

Alameda Chamber of Commerce and Park Street Business Assn.
Greater Alameda Business Assn.: President-1996-97
West Alameda Business Assn.: Board of Directors, 1992
Professional Women of the East Bay: Founder, 1992
Boys & Girls Club of Alameda: Board of Directors 1993 - 98
St. Joseph Notre Dame High School: Board of Directors 1995-2000, Chair, finance committee
Kiwanis International: Board of Directors 1994-96
Girls Club: Board of Directors, 1996-98
Foundation for Educational Excellence: board 1996-97
Alameda 4th of July Parade Committee: 1992-98
Rotary International, Oakland III. 2001- International, Program, Culture, Food & Wine committees

PRESENTATIONS and PUBLICATIONS

6th Annual East Bay Trust Forum, 1993
American Petroleum Institute
Mid-Continent Oil and Gas Association
Mississippi/Alabama Division
South Eastern Association of Tax Administrators
Bar Associations of San Francisco, Contra Costa, and Alameda Counties
"How State and Local Taxes Reach Out and Touch Your Business Where It Lives, Part II: Mail Order Sales and Personal Services," (May 1988). Feature article. 9 California Business Law Reporter 239.
"Louisiana Parish Sales and Use Taxes - Analysis of the Overlap," (December 1984).32 Louisiana Bar Journal 222.
East Bay Tax Club: Family Law Tax update 1997, 1998
National Business Institute: Family Law Tax Seminar, 1998
East Bay Assn. of Enrolled Agents, 1999, 2000, 2002
East Bay Licensed Document Assemblers, 2004 “Limited Scope Representation”

PERSONAL

Married, 1 daughter, 1 mutt dog, 1 pedigreed terrier, 1 pound cat, many goldfish and a garden.
Built and raced sports cars for 8 years before law school.
Alameda resident since 1984.

FAMILY LAW REFERENCES: Hon. Jacob Blea, Hon. Barbara Miller, Garret Dailey, Esq.