O'Connor Yu LLP

O'Connor & Yu LLP - Certified Public Accountants

Meet our Team

Executive Members

Dan O'Connor, CPA
Managing Partner

As the Partner-In-Charge, Dan oversees the strategic direction of the company and brings a passion towards servicing clients. Prior to forming OYLLP, Dan spent more than thirty years working at both large local and top 20 national firms providing comprehensive tax planning, tax compliance and transactional consulting services. At both his current and prior accounting firms, Dan has served as a vital technical resource on partnership taxation matters with a focus on real estate.

Experience:

  • Expertise with complex partnership taxation issues, including income and debt allocations, waterfall calculations, carried interest considerations, structuring and transactional analysis.
  • Particular emphasis in tax strategies concerning partnerships/LLCs, S corporations, estate planning, Section 1031 like-kind exchanges, debt cancellation and reorganization planning.
  • Involved with structuring blocker corps for foreign investments in US real estate.
  • Closely worked with clients in a wide range of sophisticated transactions, including planning for real property dispositions and acquisitions, debt restructurings, partnership formations and dissolutions.

Industries & Areas of Specialty:

  • Real Estate
  • Private Equity Funds
  • Manufacturing & Distribution
  • Technology
  • Entertainment
  • Software
  • 1031 Like-Kind Exchange
  • Troubled Debt Restructuring
  • Transaction and Entity Structuring
  • Tax Strategy and Planning

Industry and Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • NAIOP
  • UCI Center for Real Estate

Education:

  • University of California, Los Angeles (UCLA) – Bachelor Degree – Economics
  • Golden Gate University – Masters in Taxation

Georgia Yu, CPA
Tax Partner
(Fluent in both English and Mandarin Chinese)

Georgia is a tax partner bringing more than 12 years of experience in public accounting. She was a tax director of a top 20 accounting firm. She provides tax compliance and consulting experience for partnerships, closely held businesses, and high-net-worth individuals. Georgia uses her technical, organization and project management skills to enhance the client experience. With her bilingual skill, Georgia serves many mandarin- speaking clients for their tax, accounting and consulting needs.

Experience:

  • Provides tax consulting, technical accounting, and tax compliance for a full assortment of closely held businesses and individuals.
  • Provides ongoing communication with clients regarding changes in tax laws and new tax incentives.
  • Real estate tax planning and structuring.
  • Private equity real estate fund’s tax compliance including distribution waterfall and carried interest calculation, state withholdings, and sophisticated income allocation.

Industries & Areas of Specialty:

  • Real Estate
  • Private Equity Funds
  • Business Entity Tax
  • Individual Tax

Industry and Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Education:

  • National Taiwan University – Bachelor Degree in Accounting
  • University of Illinois at Urbana-Champaign – M.S. Accountancy

Member Name

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it.

Member Name

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it.

Member Name

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it.

Member Name

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it.