Lance Lvovsky

Lance Lvovsky is a Certified Public Accountant (CPA) with extensive experience in providing tax planning and tax compliance services to high net-worth individuals, family offices, and small businesses. He advises clients regarding matters such as business succession planning, income and estate tax planning (both domestic and cross-border), charitable giving and inter-generational family wealth. Mr. Lvovsky is a frequent speaker on matters involving estate, gift, and trust taxation. He represents real estate investors, developers, and owner-operators. His experience includes working with real estate syndicates, residential and commercial investors, and Qualified Opportunity Funds (QOFs), among other areas. Lance's expertise includes individual income tax preparation for high net-worth individuals, fiduciary tax planning and compliance, business entity structuring on complex transactions including real estate investments, and business and individual tax planning for professional services entities. In addition, he counsels clients on all areas of asset protection, including the use of trusts, insurance, and entity planning to help preserve wealth for future generations and charitable intentions. Lance also represents fiduciaries (trustees, personal representatives, executors) in the administration of Trusts and Estates, advising all parties including beneficiaries. His team consists of tax specialists, tax attorneys, and other accounting professionals, such as forensic accountants and business valuation experts. Recent Accolades: Up & Comer, South Florida Business & Wealth, 2019. 40 under 40 CPA, CPA Practice Advisor, 2018. ***Attn foreign investors: We are an IRS Certified Acceptance Agent and can assist you with applying for an ITIN without having to mail in your original Passport document to the IRS. That is right - hold on to your passport by hiring us.***