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So Sum Lee, CPA
PRINCIPAL — TAX
REAL ESTATE INDUSTRY LEADER
So Sum Lee is a Tax Principal at KROST. So Sum has over 25 years of experience in public accounting and has a wide range of experience in Taxation, as well as servicing high-net-worth clients. So Sum’s area of expertise includes industries such as wholesale, real estate investments, and restaurants.
So Sum has a degree in Business Economics with a minor in Accounting from the University of California, Los Angeles. She is also a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
- KROST, Tax Principal (January 2019 — Present)
- KROST, Tax Director (September 2005 — December 2018)
- Hsu, Yim, Leung & Koo LLP (August 1996 — September 2005)
- Bachelor of Arts in Business Economics with a Minor in Accounting, University of California, Los Angeles, 1996
- Member of American Institute of Certified Public Accountants (AICPA)
- Member of California Society of Certified Public Accountants (CalCPA)
- Member of Real Estate Roundtable Associates Council
- Chair of KROST Real Estate Industry Group
So Sum's Thought Leadership
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California Conformity Update: IRS Extends Filing Deadline for California Storm Victims: Tax Relief Available
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In the last few months of the year, it is important to consider year-end tax planning opportunities
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Fiscal Year 2023 Revenue Proposal: How Does the Biden Administration’s Proposal Impact the Real Estate Industry?
Recently, the Department of Treasury released the General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals.
Over the weekend, we received clarification regarding a couple of the many unanswered questions regarding the implementation