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Victoria Lee, Esq.
Senior Managing Attorney
Victoria Lee, Esq.
Senior Managing Attorney
Victoria Lee has worked in federal and state tax controversy for almost a decade. After obtaining a J.D. she went on to obtain a Masters of Law degree in Taxation from Loyola Law School and extern with the IRS Office of Chief Counsel. Her experience includes an array of complex tax issues such as asset and basis valuation, business purpose, and tax credits.
She assists individual and business clients in resolving tax authority inquiries involving income tax, sales tax, employment tax, gift and estate tax, generation skipping tax, and their reporting of foreign and virtual currency. She also advises high income and high net worth individuals on state residency and domicile issues.
Victoria has an intense fighting spirit and represents clients during all stages of administrative practice including audit, appeals, and litigation. She prides herself on achieving financially efficient outcomes well beyond traditional trial resolution. Her aggressive settlements have saved her clients from the enormous financial burden of litigation cost.
Many of Victoria’s matters are confidential. Notable representations include the following:
• Settlement at IRS appeals achieving 100% victory defeating the IRS’ attempt to disallow partnership debt to equity conversion, which would have limited partner capital account and share of partnership loss
• Confidential Client v. Commissioner: successfully reduced asserted deficiency by $7,230,629
• Settlement at IRS appeals defeating the IRS’ imposition of failure to file generation skipping tax return penalty in the amount of $230,137
• Settlement at CDTFA appeals successfully reducing the sales tax measure by $2,004,612
• Settlement at FTB appeals in California residency matter successfully disputed California’s residency assertion adverting $1,124,715 in California income tax
• Settlement at IRS appeals reducing adjustments to income by $1,394,852 in virtual currency matter involving the IRS’ attempt to set aside accounting method and impose its own accounting method.
• Confidential Client v. Commissioner: Defeated an asserted deficiency resulting from malicious 1099 filing and IRS whipsaw potion
• Post audit assessment refund claim reducing assessments to income from a 6-year-old return and securing a $45k
• Settlement at IRS appeals defeating the IRS’ imposition of $239,274 civil fraud penalty in a case involving a deficiency in excess of $500,000
• Settlement at FTB appeals California income tax successfully challenged California’s disallowance of cost basis in Bel Air property saving 25% in capital gains tax
Victoria has immense resolution experience including the successful removal of liens to enable corporate acquisition and real estate sales. Her stellar background in post assessment debt settlements has resulted in saving clients millions.
Victoria was recently featured in "USA Today". Click here to view the article.
