PRIVATE SECTOR EXPERIENCE

Current
  • Principal, Ryan, Carlsbad office
    • Specializes in providing multi-jurisdictional unclaimed property consulting services, including strategic risk assessments, audit defense representation, negotiation and settlement of state voluntary disclosure agreements, implementation of unclaimed property policies and procedures, and consultation related to gift-card planning structures.
    • Responsible for the ongoing strategic growth, client service delivery, and operations of the consulting practice.
Previous
  • Director, ONESOURCE Unclaimed Property, property tax consulting firm
    • Responsible for managing the client service engagement teams and operations relative to the consulting practice.
  • Western Region Vice President, national unclaimed property consulting firm
  • Senior Manager and Pacific Northwest Area Leader, Big Four accounting firm 

PUBLIC PRESENTATIONS

Ms. Han has given many presentations for Fortune 500 clients, state unclaimed property administrators, and various professional organizations, including the following:
  • Council On State Taxation
  • Institute for Professionals in Taxation
  • International Accounts Payable Professionals
  • Lorman Education Services
  • Tax Executives Institute
  • Unclaimed Property Professionals Organization 

BOARD & PROFESSIONAL AFFILIATIONS

  • Council On State Taxation
  • Unclaimed Property Professionals Organization (UPPO)
    • Leadership Committee (2012 and 2013)
    • Government Advocacy Relations Committee (2010–2013)
  • Wisconsin Bar Association 

PUBLICATIONS

Ms. Han has authored and co-authored numerous articles in the area of unclaimed property, including the following publications:
  • Checkpoint (2012) – “Unclaimed Property in the Power and Utility Industry: What Utility Companies Need to Know”
  • COST Practitioner Connection (2012) – “Unclaimed Property Business to Business Exemption: Holder Friendly Developments in Michigan”
  • Chesapeake Systems Newsletter (2011) – “Gift Cards: Shining Brightly in the Unclaimed Property Limelight”
  • Washington CPA Magazine (2010) – “Washington Unclaimed Property Law: Considerations for CPAs”
  • Thomson Reuters Newsletter (2009) – “Will the Real Holder Please Stand Up” 

EDUCATION & ACCREDITATION

  • Juris Doctor Degree, Marquette University Law School, Licensed in Wisconsin
  • Bachelor of Science Degree, Political Science, The University of Chicago 
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