3 Mistakes That Can Cost CPA Practice Sellers Real Money
Thinking about selling your CPA practice? The terms of the deal can matter just as much as the valuation. Tax Partner John Miles and Corporate Partner Jessica Lazur explain three common mistakes that can cost sellers real money, and how to avoid them before signing a letter of intent.
Energy Technology Client UNIGRID Expands Sodium-Ion Battery Systems into Europe and Prepares for U.S. Launch
Congratulations to Procopio client and energy technology innovator UNIGRID on reaching a significant commercial milestone as the company begins deploying its sodium-ion residential battery systems in Europe and prepares for deliveries in the United States later this year. As recently reported by the San Diego Business Journal, UNIGRID says its proprietary sodium-ion technology provides an alternative to conventional lithium-ion batteries with greater temperature resilience and a more domestic supply chain built around widely available sodium resources.
Partner Xiaofan "Frank" Yang, PhD, has provided patent prosecution and counseling to UNIGRID for several years. As an emerging energy technology company, UNIGRID relies on patents to protect the proprietary innovations behind its sodium-ion battery platform as it expands into new markets, attracts investment, and scales commercial production.
The Skill That Changes Everything: High-Courage Conversations in HR | 7:45 – 10:00 am PT | San Diego, CA
This engaging and practical session moderated by Procopio Partner Gina Miller will help HR professionals strengthen their confidence and communication approach when navigating difficult conversations with employees, managers, executives, and stakeholders.
Privacy on the Rocks | 5:00 – 7:00 pm PT | La Jolla, CA
Procopio privacy law attorneys Elaine Harwell and Danielle Ocampo Hull will be on hand at this joint event with ACC San Diego at which in-house counsel can discuss the latest challenges in privacy law compliance.
2026 Procopio International Litigation & Arbitration Retreat | San Diego, CA
Procopio attorneys Adrian Martinez, Jorge Obén-Cuadros, Bill Smelko and Elaine Harwell will speak alongside numerous legal experts at PILAR, an annual forum where litigators from the United States and Mexico come together to analyze the legal challenges impacting both jurisdictions. Major policy shifts in the U.S. and Mexico will be among the topics discussed.
Privacy Litigation’s New Era: CIPA Claims, Session Replay, and When Consent Isn’t Enough | 5:00 – 7:00 pm PT | Irvine, CA
This CLE event features Procopio privacy attorneys Elaine Harwell and Danielle Ocampo Hull discussing the latest wave of privacy litigation and what businesses can do to reduce risk while maintaining effective digital marketing and analytics operations.
2026 Procopio International Tax Institute | San Diego, CA
Held in collaboration with the Graduate Tax Program of Georgetown University and International Fiscal Association, this premier educational and networking event is again dedicated to the latest developments in U.S. and Mexican international tax law. This year's PITI comes as tax policies are evolving with the U.S. and Mexican presidential administrations.
13 Procopio Attorneys Named Top Lawyers in San Diego
Congratulations to the 13 Procopio attorneys named Top Lawyers for 2026 by San Diego magazine! The magazine selects its attorneys from among those recognized by Martindale-Hubbell.
Procopio’s Construction Law and Litigation Practice Achieves Yet Another Accolade
Procopio’s Construction Law and Litigation practice has once again been named to the Construction Executive magazine Top 50 Construction Law Firms™ list. This is the sixth straight year Procopio’s construction practice has received this honor. The magazine seeks data from more than 600 law firms and factors in details including its number of attorneys, clients, and states in which it is licensed to practice.
Our Construction practice has been recognized in California by Chambers USA for more than a decade. This year, Chambers USA also recognized Procopio for Construction Law in Nevada. Partners Laurence Phillips and Jeffery Garofalo were also singled out for individual Chambers recognition.
Procopio has been named to a law firm list for top client service for 2026, the BTI Client Service A-Team. Issued annually by BTI Consulting Group for the last 25 years, the list is based on an analysis of 17 objective ranking standards. BTI says it is the only law firm ranking based solely on direct, unprompted feedback from corporate counsel.
This is not the first time Procopio has been honored for client service. Last year Procopio received a Best of Legal® recognition from ClearlyRated for a customer satisfaction rating twice the industry average based on intensive engagement with Procopio clients.
Procopio has been named to the 2026 list of San Diego’s Most Innovative Law Firms by SD Metro magazine, one of a very few among a large and growing number of firms in the region.
At Procopio, our attorneys define innovation as finding better ways to solve our clients’ most complex challenges. We help clients anticipate what’s next, connect legal and business issues through a multidisciplinary approach, and develop practical, forward-looking strategies that help them move with confidence in a rapidly changing world.
Meet our Chief Administrative Officer Kristen Meyers, who has 25+ years of executive leadership experience and has been licensed in California as a CPA since 2001. Kristen has a broad portfolio, overseeing our Finance & Accounting, Human Resources & Talent Management, and Facilities & Operations departments. She works with our Management Committee to align administrative operations with the firm’s strategic objectives, helping drive organizational effectiveness, financial stewardship, talent development, and operational excellence.
We’re pleased to welcome Jennifer Kay as the latest member of our corporate law team! She was previously with Shulman Rogers and Dentons. Based in our Orange County office, Jennifer advises public and private companies on corporate governance, capital markets, mergers and acquisitions, venture capital financings, and commercial transactions. She works with clients across industries ranging from biotechnology, artificial intelligence, medical technology, and financial services to consumer products, retail, manufacturing, sports and entertainment, and blockchain, helping them navigate transactions and day-to-day corporate matters. Jennifer's internship experiences earlier in her career included the U.S. Senate Finance Committee and the Office of the U.S. Trade Representative in Washington, D.C., Goldman Sachs in New York City, and the U.S. Securities and Exchange Commission and Berkshire Partners in Boston. Jennifer is fluent in Spanish and speaks conversational Portuguese.
For high-net-worth individuals considering Puerto Rico as part of their international tax and relocation strategy, understanding the legal landscape is essential. Congratulations to International Tax Partner Jorge M. Obén-Cuadros, who authored the Puerto Rico chapter in the forthcoming Wolters Kluwer textbook "International Relocation and Tax Planning for High-Net-Worth Individuals." The new reference brings together leading practitioners from nearly 50 jurisdictions to provide guidance on the legal, tax, immigration, and lifestyle considerations that shape international relocation decisions, and is available for pre-order.
This publication is not intended to provide legal advice for a specific situation
or to create an attorney-client relationship.
Procopio, Cory, Hargreaves & Savitch | 525 B Street Suite 2200 San Diego, CA 92101
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