As we move into 2026, significant changes from the new One Big Beautiful Bill Act are taking effect — making proactive planning more important than ever. Staying informed now can help you make smart decisions to minimize your tax liability… Read More
Daniel Hill first encountered LLME from the other side of the table. Early in his energy-sector career, his company — a San Diego-based data management provider for energy service providers — partnered with LLME. From the onset, he was impressed by the… Read More
For the second year in a row, Lavine, Lofgren, Morris & Engelberg has been named one of San Diego’s Best Places to Work by the San Diego Business Journal. This honor reflects the culture we’ve built here at LLME —… Read More
From tax intern to tax manager and trusted advisor, Vanessa Reyes has built a thriving career at LLME rooted in a genuine love for what she does and the clients she serves. With over a decade of experience in public… Read More
On July 4, the One Big Beautiful Bill Act (OBBBA) was signed into law which included significant changes to our tax laws. We are reaching out to highlight some key provisions which may affect your tax situation. You can view… Read More
At LLME, we believe the future of accounting starts with investing in the next generation. For more than a decade, we’ve awarded scholarships to students pursuing careers in accounting and taxation, recognizing both academic achievement and the dedication required to… Read More
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