Lee has many years of experience in public accounting and managing businesses. He has decades of experience helping clients to make informed decisions regarding tax efficiency and planning. He prides himself on staying up to date on the current business trends and changes in the tax code and how those changes affect his clients and their families today and in the future. An entrepreneur at heart, he has helped start many small businesses and helped them to become the productive companies they are today. His areas of expertise include:
- Tax planning for high-net-worth individuals/families
- Tax planning/asset protection planning for business owners
- Exit planning for business owners
- Start-up financing/venture capital