Shu Phua is Tax Counsel at O’Rielly & Roche LLP, where she provides tax advice and counsel to the firm’s law firm clients in connection with the firm’s law firm formation, structuring, and planning practice.

Jason Williams is a corporate transactional attorney with more than 15 years of experience advising on complex business transactions, entity structuring, and corporate governance.

With over 25 years of practice as a trusted adviser and litigator in the area of professional responsibility,

Ms. Basner is an experienced litigator and certified specialist in legal malpractice law who counsels and advises lawyers

With over 20 years of diverse legal experience, Ms. Roche is a trusted advisor to law firms, in-house legal departments

With more than 25 years of experience in law firms—Mr. O’Rielly counsels and advises California law firms on critical issues at every stage of law firm life.