We’re pleased to announce that James Vinograd has joined the firm as a client accounting services manager. James is a CPA with 20 years of experience providing accounting services to closely held small- to medium-sized businesses in a wide variety… Read More
Kristi Norg, LLME tax manager, contributed examples of complex estate tax returns to Estate Planning at the Movies: The Art of the Estate Tax Return, a 2019 textbook written by noted tax and estate attorney Keith Schiller, Esq. In the… Read More
Tax managers Erin Carlson and Kristi Norg attended the Hawaii Tax Institute, one of the nation’s premier tax and wealth transfer conferences, in November 2019. Among the major takeaways: The importance of using the current high lifetime exemption amounts for… Read More
We’re pleased to announce that Andy Nguyen has joined the firm as a tax manager. Andy is a CPA with seven years of experience providing accounting services to closely held small to medium-sized businesses in the professional services and technology… Read More
Lavine, Lofgren, Morris & Engelberg (LLME) is proud to announce that Scott Jablow, a tax partner with the firm, was recently named as one of the San Diego Men of Influence by San Diego Metro Magazine. Scott holds more than… Read More
We’re pleased to announce that Victor Shlionsky has joined the firm as a tax director. Victor has more than 12 years of experience providing income and estate tax planning services to high net worth individuals and closely held business. He… Read More
Tax partner Scott Jablow was recently a guest on Whissel Weekends, a weekly program on radio station The Answer San Diego devoted to real estate topics. Scott, whose practice centers on real estate tax matters, discussed the impact of the… Read More
Lavine, Lofgren, Morris & Engelberg (LLME) is proud to announce that Jennifer Glaser, a tax partner with the firm, has been named a “Woman of Influence” by San Diego Metro Magazine. Jennifer was selected for the lasting contributions she has… Read More
Lavine, Lofgren, Morris & Engelberg (LLME) is proud to announce that one of our tax partners, Abbey Henne, has been named a 2019 Top “40 Under 40” by The Daily Transcript. The publication’s honorees represent some of the best and brightest young… Read More
Local accounting firms merge with LLME SAN DIEGO, CA – Lavine, Lofgren, Morris & Engelberg, LLP announces that Dale Snead and Brian Surratt have joined the firm as partners. Snead specializes in providing quality, personalized financial guidance to local individuals… Read More