Franklyn E. Lee

PRINCIPAL

cpacva

Frank is a tax service partner with over 45 years of experience in public accounting and six years of experience with the Internal Revenue Service. Frank has worked with a variety of clients in a diverse range of industries such as cable television, construction, manufacturing, entertainment, printing, professional practices, and real estate.

In addition to feeling passionate about his work, Frank has spent many years enjoying musical pursuits playing piano and electric bass guitar. He and his wife love to travel, especially to Southern California to visit their two young grandchildren. A respected leader, Frank is a lay speaker for his church.

Skills/Practices

  • Corporate, partnership and individual tax planning
  • Tax planning for high net worth individuals including succession and wealth transfer
  • Planning and accounting for closely-held businesses, corporate reorganizations, estate and trusts, employee benefit plans, and exempt organizations
  • Business valuations for closely-held or family run businesses
  • Litigation support services

Contact

2700 Patriot Boulevard, Suite 400
Glenview, Illinois 60026

Education

  • Bachelor of Science in Business Administration, Nebraska Wesleyan University
  • Certified Valuation Analyst

Memberships

  • Member of the American Institute of Certified Public Accountants
  • Member of the Illinois CPA Society
  • Member of the National Association of Certified Valuation Analysts

Community Involvement

  • Board member, Arlington Heights Library Foundation
  • Board member, Metropolis Performing Art Centre
  • Chairman, Arlington Heights Housing Commission
  • Board Member, Frontier Days Festival Committee
  • Lay Speaker, United Methodist Church

Publications

  • “The S-Corporation Tax Planning Guide,” Prentice Hall/Rosenfeld Launer Publications
  • “Preparing the 1040 return,” Maxwell MacMillian
  • “Tax Times and Retirement Planning for Individuals,” Crain’s Chicago Business