Lucia Valenzuela



Looking to Score Baskets for Clients By Providing Tax Credit Advice

Our priority is advancing the interests of our clients.

Experienced Attorney specializing in identifying, calculating, and monetizing Federal and State Researchand Development Tax Credits. I have helped companies claim and defend over $100 million in R&D credits.

Manager R&D Tax Credits Group at Moss Adams LLP

240sc
Sport: Basketball
College/Pro Team: Umpqua College / Kaplan University / Thomas Jefferson School of Law
Chapter: Orange County 1
Profession: Attorney
Specialty: Taxation
Preferred Contact: Lucia.Valenzuela@mossadams.com


Lucia Valenzuela's activity stream

  • rsvped for OC-I Team Meeting 2019-04-26 12:38:36 -0700

    OC-I Team Meeting

    Rutan & Tucker, LLP, 611 Anton Boulevard, 14th Floor, Costa Mesa, CA 92626.

    Parking: In front of the building (by where you park for Mastro's or TGIF's in the same building/area).

    We look forward to seeing you there!

    The AthletesTouch Team

     

    OUR GUEST SPEAKER!

    ADAM COFFEY has spent the past 18 years as President and CEO of 3 national service companies, each in different industries. Adam’s first company, Masterplan, was a medical device service company, owned by Three Cities Research (NYC) and Camden Partners (Baltimore) that was subsequently sold after his departure to Berkshire Partners (Boston) in 2007 and later became a division of Aramark (NYSE:ARMK) in 2011. Adam’s second company, WASH Multifamily Laundry, a commercial laundry service company, started as a family owned business that during Coffey’s tenure was subsequently sold in 2008 to Code Hennessy & Simmons (Chicago) and was then sold again in 2015 to EQT Partners (Stockholm). Adam is currently building his third company, CoolSys, a commercial refrigeration and HVAC service company that during his tenure was first owned by the Audax Group (Boston) and is now owned by Ares Management (NYSE:ARES).

    Known for building strong employee centered cultures, and for executing a buy and build strategy, Coffey is highly sought after by private equity and is considered an expert in running commercial and industrial service businesses. Adam is a former GE executive, an alumnus of the UCLA Anderson Executive Program, a pilot, and is a Veteran of the US Army. Adam's first book - The Private Equity Playbook, was released in February of 2019 and became an instant Amazon Best Seller. Kirkus Review calls it "A well-designed authoritative guide to private equity - even for inexpert readers". Adam is married, a father, and makes his home in Yorba Linda, California.

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    June 11, 2019 at 7:30am
    WHERE
    Rutan & Tucker, LLP
    611 Anton Blvd
    14th Floor
    Costa Mesa, CA 92626
    United States
    Google map and directions
    3 rsvps rsvp

  • rsvped for OC-II Team Meeting 2019-04-26 12:38:08 -0700

    OC-II Team Meeting

    Please join us at the exclusive Center Club in Orange County for the OC-II Team meeting from 6PM to 7:30PM.

    The meeting location is at 650 Town Center Dr, Costa Mesa, CA 92626.

    PARKING: Complimentary valet parking available for Center Club attendees. 

    We look forward to seeing you there!

    The AthletesTouch Team 

     

      

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

     

    WHEN
    June 04, 2019 at 6pm
    WHERE
    Center Club Orange County
    650 Town Center Dr
    Costa Mesa, CA 92626
    United States
    Google map and directions
    2 rsvps rsvp

  • donated 2018-12-02 18:13:35 -0800

    Event Checkout

    largeevent2.jpgWe are an exclusive community of former college and professional athletes excelling in the world of business. We are competitors, teammates, friends, and trusted advisors. We expect nothing but success at the highest level as business professionals.

    From the backboards to the boardrooms or the courts to the court of law, we maintain the passion, discipline, and fortitude to thrive in the sport of business. The uniforms may be different, but the athlete is always the same.

    Donate

  • signed up on Join 2018-07-09 19:27:54 -0700