About Lance

Lance Lvovsky’s experience includes tax planning and tax compliance services to high net-worth individuals, family offices, and small businesses. Mr. Lvovsky advises clients in such areas as business succession planning; 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.

Mr. Lvovsky is a frequent speaker on matters involving estate, gift, and trust taxation. In addition, he has experience in the preparation of individual income tax returns as well as the preparation and administration of private foundations. Mr. Lvovsky 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.

Professional & Civic Affiliations

  • Jewish Federation of Broward County – Young Leadership Division, Board Member
  • Joint Tax & Estate Seminar, Steering Committee Member
  • HANDY – NextGen, Member
  • American Israeli Public Affairs Committee – Broward Young Professionals, Member
  • Broward Performing Arts Foundation – Ghost Light Society, Member
  • American Institute of Certified Public Accountants, Member

Articles, Seminars, and Presentations

  • An Overview of the SECURE Act, Financial Planners Association (FPA) – Miami Chapter, Webinar, June 2020
  • Returning to Normal: Trust & Estate Planning during and after the Pandemic, Webinar, BergerSingerman and Marcum, May 2020
  • Estate Planning During the Coronavirus Pandemic, Marcum Tax Publication, May 2020
  • 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
Expertise

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

Industry 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