Alisha Patton Email & Phone Number

San Francisco, CA, US

San Francisco Bay Area

Santa Clara County, California, United States

Analyzed tax returns, financial statements, legal documents, and other company documents in performing tax due diligence. Drafted acquisition and reorganization transaction step plans. Evaluated the availability of tax attributes and prepared limitation calculations. Reviewed purchase agreements and drafted comments to the client and law firms on tax.

Santa Clara County, California, United States

Supported numerous roles in processing PPP loan applications for a top five and a top ten retail bank in relation to the Coronavirus Aid Relief and Economic Security Act and the Consolidated Appropriations Act, 2021. Conducted quality assurance reviews of PPP loan forgiveness applications on behalf of a top ten retail bank.

San Francisco Bay Area

Researched protective measures taken by acquirers in M&A transactions to avoid risks of adverse tax consequences stemming from tax reform. Analyzed merger agreements for clauses that allow acquirers to void transactions in the event of a material adverse change (or proposed change) in tax law. Reviewed prospectus statements for tax disclosures.

San Francisco

Researched and drafted memoranda on federal tax issues involving substantiation and timing of income and deductions, the proper characterization of special allocations in private equity cases, and statutory and contract interpretation. Analyzed financial statements and other evidence. Marked exhibits and drafted a stipulation of facts, Branerton letter.

San Francisco Bay Area

Interviewed clients. Drafted demand letters requesting reasonable accommodations. Drafted internal memoranda in education cases. Drafted requests for production of documents and interrogatories in a failure to accommodate case. Drafted a complaint for class action filed in the Northern District. Participated in team strategy meetings and weekly worker's.

Richmond, California

Interviewed clients and made initial case assessments. Obtained medical records and other discovery for Social Security appeals, including decisional information from the Office of Disability Adjudication Review. Represented clients at administrative hearings. Drafted letters, legal briefs and memoranda concerning Social Security appeals. Drafted.

Oroville, California

Collected demographic and insurance information for billing purposes. Posted charges. Maintained appointment schedules. Obtained insurance authorizations. Collected co-payments. Recorded patients’ symptoms and vital signs. Provided patient instructions per physician orders. Coordinated with numerous departments to schedule surgeries, procedures.

Chico, California Area

J.D., Concentration In Taxation, Law

Activities and Societies: Hastings Law Journal, Executive Notes Editor (Volume 70) & 2L Staff Editor (Volume 69); Volunteer Income Tax.

B.A., Political Science, Magna Cum Laude

Activities and Societies: Community Legal Information Center, Director (2013-2014) & Paralegal Intern (Spring 2013); Phi Sigma Alpha; Pre.