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
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
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
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
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