To minimize your current and potential tax, we offer creative assistance with advance planning of your business transactions. Contact us to find out how we can support you and your company.

We are experienced in taxation as it relates to trusts and estates, real estate sales and exchanges, pension and profit-sharing plans, deferred compensation, liquidations, mergers, international taxation, and others.

Our extensive tax library contains reference materials on pertinent Federal tax matters; bulletins and tax services; estate and income tax treatise; and technical reports providing guidance on federal, state or local tax questions that may affect you and your business.

Through our skilled personnel and state-of-the-art materials and equipment we offer creative tax planning services and return preparation for corporations, partnerships, individuals, and estates and trusts.

At Lee, Sperling, Hisamune, we provide a full service tax department with an emphasis on tax and financial planning. Our primary tax service areas include:

Preparation of all required tax returns, such as:

• Individual
• Fiduciary
• Corporate (C corporation and S corporation)
• Partnership
• Estate and Gift
• Tax exempt organizations, including private foundations

Consulting And Tax Planning Services

• Estate Planning
• Family Succession Planning
• Compensation Planning
• Retirement Planning
• Charitable Giving
• Conversion of C corporation to S corporation
• Mergers and Acquisitions
• Accounting methods
• State & Local Taxes

Taxpayer Relief Act of 1997

IRS Representation Services

Litigation Support Services

Business Valuation Services

Tax Controversy Services

Lee, Sperling, Hisamune's professional tax staff have extensive experience in the practice areas of fiduciary, estate, exempt organization and gift taxes.

Lee, Spelling, Hisamune offers a wide range of services and experience in the compliance, planning and IRS representation arenas. A representative listing of our fiduciary tax services is presented below.

Tax Compliance

• Estate and Trust Income Tax - We currently prepare in excess of 100 Forms 1041 annually. These include grantor, simple and complex trusts.
• Tax Exempt Organizations - We prepare 990's, 990-T's and 990-Pus for numerous clients.
• Estate and Gift Tax - Several 706's and 709's are prepared annually.
• Accumulation Distributions and related Forms 4970.
• ID and Estate Tax Credit Computations.

Tax Planning

• Charitable trusts - lead and remainder trusts; pooled income funds.
• Estate planning; marital and residuary trusts.
• Gift Planning.
• Charitable giving.
• Private foundations.
• Executive compensation planning; rabbi trusts, non-qualified deferred compensation arrangements.
• QSST's - Qualified Subchapter S Trusts.
• Education trusts

IRS Representation

• We represent many of our clients before IRS or California Franchise Tax Board each year. We have an impressive record for negotiating favorable settlements on behalf of our clients.

Lee, Sperling, Hisamune
550 North Brand Boulevard, Suite 525
Glendale, California 91203
Phone: (818) 507-6645 - Fax: (818) 507-7891
Email: lsh@leesperling.com