About Lance

Lance Lvovsky has extensive experience in providing tax planning and 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.

Mr. Lvovsky’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.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member
  • Florida Institute of Certified Public Accountants (FICPA), Member
  • Jewish Federation of Broward County – Young Leadership Division, Board Member
  • Jewish Community Foundation – Advisors Philanthropy Initiative, Steering Committee Member
  • HANDY – NextGen, Member
  • American Israeli Public Affairs Committee – Broward Young Professionals, Member
  • Broward Performing Arts Foundation – Ghost Light Society, Member

Articles, Seminars, and Presentations

  • Tax and Accounting Issues Facing the Cannabis Industry, Panelist, Cannabis Law, Accounting, and Business, July 2019
  • Tax & Estate Planning for Business Owners, Estate Planning Council of Greater Miami, May 2019
  • Heckerling Estate and Income Tax Planning Update, Greater Fort Lauderdale Tax Council, February 2019
  • Article – Fiduciary Income Tax Planning Utilizing the § 645 Election, Marcum Tax Alert, February 2019
  • Income Tax and Business Planning for Dentists and Their Practices, Broward County Dental Association, January 2019
  • Understanding Tax Planning and Tax Compliance for Cryptocurrency, Panelist, Financial Planning Association of Miami, September 2018
  • Cryptocurrency Tax Implications, Greater Fort Lauderdale Tax Council, June 2018
  • Cryptocurrency Tax Implications, Russian American Bar Association, May 2018
Subject Matter Expertise

Individual & Fiduciary Tax Planning & Compliance
Estate & Gift Tax Planning & Compliance
Cross-Border Tax Planning
Charitable Giving

Practice Focus

High Net Worth Families
Small & Mid-Sized Businesses
Real Estate Investments

Education

Master of Science, Accounting
Florida Atlantic University

Bachelor of Science, Accounting
Florida Gulf Coast University

Accolades

Up & Comer Award, South Florida Business & Wealth, 2019
40 under 40 CPAs in USA, CPA Practice Advisor, 2018
Soaring Eagle Honoree, Florida Gulf Coast University, 2017