Biography

Lillian’s clients include public and private real estate companies, REITs, private equity funds, home builders, developers, investment managers and advisors, pension funds, institutional investors, foreign investors, and high net worth individuals. She has extensive experience managing large compliance engagements involving multistate filings for corporate and pass-through entities, consulting with her clients on a broad spectrum of tax matters, including:

  • Like-kind exchanges
  • Debt modification
  • Entity formation
  • Complex partnership transactions
  • Lease agreements
  • Deferral strategies
  • Exit strategies
  • Unrelated business income tax
  • Foreign Investment in Real Property Tax Act

Lillian serves as a technical resource to the firm on partnership and REIT tax matters and is a member of the firm’s Real Estate & Hospitality Practice Steering Committee. Prior to joining Moss Adams, Lillian was with a Big Four firm in San Francisco.

Professional Affiliations

  • Member, NAIOP
  • Member, National Association of Real Estate Investment Trusts (NAREIT)
  • Member, California Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants

Community Involvement

  • Member, Real Estate and Construction Council, City of Hope

Education

  • BS, business administration, University of California, Berkeley
  • MS, taxation, Golden Gate University

Insights from Lillian Chen