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Tracey Christofferson

Freelancer Type:
Current Status:
Not Accepting New Projects
Member Since:
February 10, 2015
Last Login:
Dec 9, 2016


Personal Biography:I have been working in consulting roles since 2008. I enjoy the work/life balance it provides to me and my family. Actually, I cherish it. I have worked hard to build a solid career and possess a strong set of legal skills to offer to firms or companies that need support. With my diverse background, I quickly understand the scope of a project and diligently work to accomplish the goal and support the needs of the organization. I bring a positive sunshine attitude and will keep that spirit throughout the day - even through rushes! At home, we enjoy the outdoors, long walks with our dog, or curled up with a great book and our two kitties.
Undergraduate Degree:B.S., Management - Pepperdine University
Graduate Degree:MBA coursework in law and economics (in Prague)
Experience:I have over 25 years working in the legal field as a paralegal (10 years) and legal secretary (15 years). I have worked in large law firms and in-house for Fortune 500 companies. I am a quality driven and extremely focused legal professional with combined business and legal experience including corporate and securities law, corporate transactional and federal and state compliance.
Project Preferences:* Nonprofit organizations
* Corporate formation/governance
* Due diligence / contract review
Awards:* From 2008 to 2014, was honored in Pepperdine's Graziadio School of Business marketing materials, online and collateral, as featured scholar and advocate
Software Proficiency:
Microsoft Office Suite

Practice Details

Firm Name:Experienced Paralegal
City:Aliso Viejo
Business Description:As a paralegal, I have expertise in corporate and nonprofit work, with competency in labor & employment and business litigation.

Corporate Paralegal skills: Prepare SEC filings, primarily Section 16 Officer stock transaction filings (Forms 3, 4 & 5). Assist in preparing preliminary draft of operative documents relating to offerings. Prepare drafts of various agreements, certificates and closing documents. Research relating to securities and corporate laws. Assemble closing documents and binders for corporate transactions. Perform corporate entity searches. Assemble, draft pertinent board/shareholder minutes and maintain corporate books. Draft and file documents for corporate formations and entities. Assist in due diligence reviews. Maintain stock records for clients and handle stock option administration.

Nonprofit skills: Assist non-profit entities in with formation. Prepare and file IRS Form 1023 tax exempt status applications, prepare all necessary state, attorney general and federal compliance filings, maintain minute books, draft minutes and resolutions, prepare corporate governance checklists and follow through to achievement of tax exempt status. Successfully completed ten Form 1023 applications in three years (approved without delay or comments from IRS).
Location of Work:Depending on Project
Software Available:
Microsoft Office Suite, plus fax, scan & copy capability

Fees and Contact Information
Phone:(949) 436-9301
Billing Info:Please call for rates
Flat Fees Available
Hourly Billing
Nonprofit organizations receive discounted rates