At LLME, we believe in acknowledging the hard work and dedication of our team. This year marked our 19th annual post-tax season celebration at Rancho Bernardo Inn, a tradition we look forward to every spring. The day was packed with… Read More
Victor Shlionsky Named One of San Diego’s 40 Under 40
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Congratulations to LLME’s Victor Shlionsky on being named one of San Diego’s 40 Under 40 by SD Metro Magazine. A newly promoted tax partner, Victor has consistently shown excellence and leadership in the field of tax planning and advisory. Victor… Read More
Ron Trinh Joins LLME as Tax Manager
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LLME is pleased to announce that Ron Trinh has joined the firm as a tax manager. Ron is a CPA with nearly 10 years of experience providing taxation services to individuals and businesses in the real estate industry, including developers,… Read More
San Diego County Tax Relief Update
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The IRS and California’s Franchise Tax Board have issued a disaster relief notice for San Diego County in response to the severe storms and flooding that began on January 21, 2024. Individuals and households that reside or have a business… Read More
Tax Partner Victor Shlionsky Shares Tax Insights
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Victor Shlionsky, Tax Partner at LLME, has a wealth of knowledge and proven track record of providing comprehensive income and estate tax planning services to high net-worth individuals and closely held businesses. We sat down with Victor to talk shop… Read More
Erin Carlson Recognized Among San Diego’s Influential Women in Accounting & Finance
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Congratulations to LLME Tax Partner Erin Carlson on being named one of San Diego’s Influential Women in Accounting & Finance by the San Diego Business Journal. Erin continues to inspire us all with her exceptional leadership, unwavering dedication to excellence… Read More
Corporate Transparency Act — Beneficial Ownership Information Reporting
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Corporate Transparency Act Effective on January 1, 2024 The Corporate Transparency Act (the “New Law”) went into effect on January 1, 2024. The New Law requires certain entities to submit “beneficial ownership” information to the Financial Crimes Enforcement Network (“FinCEN”)…. Read More
LLME Elevates Victor Shlionsky to Tax Partner
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LLME is please to announce that Victor Shlionsky was elevated to tax partner effective Jan. 1, 2024. Victor is a seasoned tax professional with more than 16 years of experience providing strategic financial guidance to high net-worth individuals and closely… Read More
LLME Elevates Erin Carlson to Tax Partner
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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
LLME Elects Brian Surratt as Managing Partner
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
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