Concerned Individuals Deserve Equally Concerned Tax Consultants

Lee, Sperling, Hisamune Tax Consultants are professionals who stay current with the tax laws that relate to each client's unique position, and who are highly qualified to: (1) customize strategies for your financial future; (2) decipher the tax aspects of complex investment opportunities; (3) accurately and competently prepare your tax return; and (4) represent you before the taxing authorities.

For high-net-worth and high-income individuals, we offer such specific services as:

(1) reviewing tax aspects of investment decisions;

(2) state residency planning; and

(3) personal financial statements.

How Lee, Sperling, Hisamune Individual Financial and Tax Consultants Can Help

Our professionals can help you anticipate, understand, and respond to changes in tax law. In addition, Lee, Sperling, Hisamune Tax Consultants are ready to help you integrate your immediate objectives with your long-term financial plan. So you stay on top of issues such as personal tax planning, retirement planning, education planning, catastrophe planning, and individual tax preparation and review.

Introducing the Personal Needs Assessment

The Lee, Sperling, Hisamune Personal Needs Assessment is an individual client-service tool we use to identify financial and tax-planning opportunities--and red-flag potential trouble spots. Not an end-product in itself, it won't resolve major issues. However, it provides a quick overview of how well you can respond to the kind of financial tax questions that individuals with high net income or worth face today:

• "Does my net worth--including life insurance proceeds and retirement benefits--exceed $625,000?"
• "Has my will been revised since 1981?"
• "Will my business remain stable if I die or become disabled?"
• "Has my will been revised to reflect recent births, deaths, or the adoption of any children?"

Doing Things Right and Following Through

Your Personal Needs Assessment can reveal ways to improve your tax and financial well being. As members of a certified public accounting firm, our tax consultants thoroughly understand the relevant tax complexities. So you avoid problems with the IRS, you are kept informed of viable tax strategies, and you get all the assistance you want with tax planning.

Where your Personal Needs Assessment identifies significant opportunities, our Tax Consultants have the experience and resources to address them. We also work closely with your legal and investment advisors to more thoroughly address your needs.

We Can Help

You want to reduce your tax liabilities while you grow your assets. We want to lend a hand. Find out more about our Individual Financial and Tax Consulting Services:

• Individual Tax Return Preparation
• Retirement Security

For more information on our Individual Financial and Tax Consulting Services, please complete the information request form.

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