Alexander D. Lee, Esq., is tasked with furthering the firm’s mission to provide the highest quality legal services to clients. Alex has more than 15 years of experience focusing on tax, business transactions, mergers and acquisitions, trust and estates. He assists domestic and foreign privately held companies, global investors, and other business entities with U.S. investments and financing structures.
Alex also advises multi-national families on issues related to domestic and international income, estate, gift, inheritance, and tax planning, as well as wealth preservation structures. He has extensive experience advising on issues relating to tax deferral strategies, tax treaties, pre-immigration planning, U.S., expatriation planning, tax planning for foreign companies doing business in the U.S., and both domestic and non-resident alien estate planning.
Awards & Distinctions
Alex has once again been selected by his peers for inclusion in the 2024 Edition of The Best Lawyers in America for his work in Tax Law. He has been recognized every year since 2018.
- Represented a private technology company and tax optimized the sale of their wholly own subsidiary to a Taiwanese publicly traded company.
- Advised majority shareholder of an IT company and restructured the sale of the company assets to an Isle of Man private equity firm to optimize tax savings. Company assets were sold in excess of $750 million.
- Advised ultra-high net worth families on both inbound and outbound tax plans in order to minimize income and transfer taxes.
- Represented shareholders pre-IPO and pre-SPAC to optimize sale of stock in order to maximize IRC Sec. 1202 exemptions and minimize transfer taxes.
- Advised family offices, investment managers, and tax advisors of major investment banks regarding U.S. federal tax laws and regulations, including trust and estates laws.
- Represented various doctors, dentists, and veterinarians in the sale of their practice to private equity firms, including maximizing tax strategies and equity rollovers.
- Served as tax counsel to the general partner of a family limited partnership and tax optimized the sale of their real estate holdings to a multi-billion dollar private REIT.
Speaking Engagements & Publications
Faculty, “Installment Sales Reporting Under Section 453: Avoiding Pitfalls: Contingent, Related Party, Depreciation Recapture, and Large Installment Sales,” Strafford Publications, Inc. (February 18, 2021).