Lance Lvovsky, Cpa Email & Phone Number

Recent Accolades:40 Under 40, South Florida Business Journal, 2024;Jerry Zvi Wolf Young Leadership Award, Jewish Federation of Broward County, 2024;Horizons Award, Florida Institute of CPAs, 2021;Up and Comer, South Florida Business & Wealth, 2019;40 under 40 CPA, CPA Practice Advisor, 2018Lance Lvovsky is a tax partner and leader of Private Client Services for the Southeast region. Lance Lvovsky provides tax planning and compliance services to high-net-worth individuals and families, family offices, and closely held businesses. Mr. Lvovsky advises clients on business succession planning; real estate tax strategies; income, trust, and estate tax planning; post-mortem asset distribution planning and funding of trusts; charitable giving and inter-generational family wealth. Clients comment on Mr. Lvovsky’s work as cutting edge, entrepreneurial, and creative.He provides guidance and tax consulting services to fiduciaries and beneficiaries as they pertain to trust and estate administration, the rendering of fiduciary accountings, and the preparation of estate, gift, and trust tax returns. His practice is focused largely on the transfer and preservation of family wealth, asset distribution planning, and estate/trust administration. Frequently, Mr. Lvovsky’s involvement includes administration and tax return preparation of various trusts, including life insurance trusts, charitable trusts, the design and implementation of irrevocable trusts pursuant to a gift and estate tax planning program, and other entities utilized in family wealth planning.In addition, Mr. Lvovsky has experience in the preparation of complex individual income tax returns as well as the preparation and administration of private foundations and charitable trusts. He regularly advises clients on tax efficient strategies, including the use of trusts, insurance, and entity planning to help preserve and grow wealth for future generations and charitable intentions.A subject matter expert in the area of estate, gift, and trust taxation; Lance is a frequent speaker on topics pertaining to estate, gift, and trust tax planning and compliance, including discussions surrounding tax efficiencies in trust and estate administration. This area of Lance's practice also includes retirement distribution planning and trust/estate administration. A native of Brooklyn, NY, Lance now calls South Florida his home.

Listed skills include Sports, Leadership, Financial Accounting, Fundraising, and 15 others.

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  Managing Director, Private Client Services

  Cbiz

  Nov 2024 - Present - Miami-Fort Lauderdale Area

  Effective November 1, 2024, Marcum has merged with CBIZ.Lance Lvovsky is a CPA and Tax Consultant with CBIZ. Lance's experience includes tax planning and tax compliance services to high net-worth individuals, family offices, and small businesses. Lance advises clients regarding matters such as business succession, real estate tax strategies, income, trust, and estate tax planning; charitable giving and inter-generational family wealth. He provides guidance and tax consulting services to fiduciaries and beneficiaries as it pertains to Trust and Estate administration, the rendering of fiduciary accountings, and preparation of estate, gift, and trust tax returns.In addition, Lance advises clients on tax efficient strategies, including the use of trusts, insurance, and entity planning to help preserve and grow wealth for future generations and charitable intentions.