LLME is pleased to announce that Erin Carlson was elevated to tax partner effective Jan. 1, 2024. As the head of the firm’s trust and estate group, Erin guides high-net-worth individuals through both life and posthumous planning. She assists individuals,… Read More
Lavine, Lofgren, Morris & Engelberg, LLP is proud to announce that Brian Surratt has been elected as managing partner of the firm. Brian, a leader in tax and accounting, assumed the leadership role on Jan. 1, 2024. “Brian’s business acumen… Read More
We’re proud to call San Diego home and embrace community partnerships with a strong sense of responsibility. At the heart of LLME is a commitment to inspire our team to be compassionate citizens who actively contribute to the well-being of… Read More
Before officially turning the calendar on 2023, LLME gathered at Green Acre Campus Point for a night of glitzy, Las Vegas-inspired merriment to celebrate a year of achievements, growth and unwavering support from our incredible team and clients. As we… Read More
Lavine, Lofgren, Morris & Engelberg, LLP is pleased to announce that Philip Ventura was promoted to tax manager. Phil is a CPA with nearly 10 years of experience providing income tax-related services to a wide variety of clients, such as… Read More
James Vinograd, CPA, the client accounting services manager at LLME, brings a wealth of accounting, advisory, tax and auditing knowledge to clients across several industries. We caught up with James to talk all things life and accounting. Here’s what he… Read More
In 2023, tax laws have continued to change and affect individuals and businesses in different and potentially unexpected ways. Our new tax guide provides thorough information about these changes. Our 2023-2024 tax planning guide offers tips on: Tax Planning Basics Investing… Read More
When it comes to celebrating our team and its accomplishments, LLME takes full advantage of San Diego’s best-in-class weather, amenities and offerings. Our latest outing saw the LLME team venture to the Del Mar Thoroughbred Club for a memorable trackside… Read More
At LLME, we recognize the crucial role internships play in nurturing up-and-coming leaders in accounting and taxation. That’s why we’re thrilled to welcome six summer interns from across Southern California, Colorado and Texas, offering them the invaluable opportunity to gain… Read More
Summer isn’t just for barbeques and baseball. It’s also a good time to think about ways to cut your 2023 business tax bill. Here are four planning ideas for small business owners to consider, assuming there won’t be any changes… Read More