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 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 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 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