Sean Nelson didn’t always envision a career in tax consulting. Like many on the Lavine, Lofgren, Morris & Engelberg, LLP team, he found his way to accounting by happenstance and went all in — Sean is now a tax manager… Read More
We’re proud to share some big news: LLME’s Managing Partner, Brian Surratt, has been named to Forbes’ 2025 Best-In-State CPAs list. Out of more than 100,000 licensed CPAs in California, Brian is one of just four professionals from San Diego… Read More
Audit partner. Trusted advisor. Ambassador of fun. Fantasy Sports Commissioner. BBQ enthusiast. The titles Justin Betyar wears are plentiful, and now, thanks to SD Metro, he’s added another: Man of Influence. The San Diego business publication has recognized what we… Read More
LLME is pleased to announce the promotions of Alex Austin, Sean Nelson and Vanessa Reyes to the position of tax manager. Alex joined the firm in January 2023 and specializes in trust and estate taxation. With eight years of… Read More
As we move into 2025, staying on top of changes in tax law can help you make informed decisions for minimizing your taxes. LLME’s Tax Planning Guide offers a wide variety of strategies to help you reduce your tax burden… Read More
LLME is thrilled to announce the elevation of Justin Betyar to audit partner. The trusted adviser known for his technical expertise and client-focused approach stepped into the new role on Jan. 1. “Justin’s promotion to audit partner highlights his 14-plus… Read More
The San Diego Business Journal has affirmed what Lavine, Lofgren, Morris & Engelberg employees have been saying for years: “LLME is one of San Diego’s Best Places to Work!” Now that it’s officially on the record, please join us in… Read More
LLME is thrilled to announce the return of Bryan Martinez to the firm as director of tax administration. Bryan, a CPA with more than 15 years of experience, originally joined LLME as a tax manager in 2015 and was later… Read More
LLME is excited to welcome our new summer interns, including both students and recent graduates from universities across Southern California and Tennessee. These individuals are pursuing or have recently completed bachelor’s and master’s degrees in accounting and taxation and are… Read More
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