About Phillip Lee
Phillip Lee Jelsma is a tax attorney based in San Diego, California, with over 30 years of experience in actual property taxation, intently held agencies, investment tax, and nonprofit organizations. He presently serves as a partner and chair of the Tax Practice Team at Crosbie Gliner Schiffman Southard & Swanson LLP (CGS3).
Jelsma received his Juris Doctor from Stanford Law School and holds a Bachelor of Science degree from the University of Southern California, which he finished in 1979. His educational background has supplied a robust basis for his extensive practice in tax law.
His areas of specialization include actual property trade transactions, syndications, nonprofit companies, international tax planning, and corporate mergers and acquisitions. Jelsma additionally focuses on tax strategy for closely held agencies, investment tax strategies, and nonprofit organization tax adherence. His practice encompasses various legal levels, which includes negotiations, entity formation, and professional testimony in commercial disputes.
Throughout his profession, Jelsma has been recognized for his contributions to the field of taxation law. He has been selected to top-rated attorneys list from 2011 to 2026 and was named San Diego "Lawyer of the Year" for Tax Law multiple times. Additionally, he was featured in The Daily Transcript’s “50 Influential Leaders” in 2018. Jelsma is also the Executive Editor of the CEB Publication "Understanding Fiduciary Duties in Business Entities."
