About Lance

Lance Lvovsky provides tax planning and compliance services to high-net-worth individuals, family offices, and closely held 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 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.

Mr. Lvovsky is a frequent speaker on matters involving estate, gift (including generation skipping transfer tax), and trust taxation.

Professional & Civic Affiliations

  • Jewish Federation of Broward County – Young Leadership Division
    • Campaign Co-Chair, 2021 – Present
    • Board Member, 2017 – Present
  • Jewish Community Foundation – Advisors Philanthropy Initiative Steering Committee Member
  • Joint Tax & Estate Seminar, Steering Committee Member
  • Joint Tax & Estate Seminar, Steering Committee Member
  • American Institute of Certified Public Accountants, Membererican Israeli Public Affairs
  • Committee – Broward Young Professionals, MembeAmerican Institute of Certified Public Accountants, Member
  • American Institute of Certified Public Accountants, Tax Division
  • Florida Institute of Certified Public Accountants, Member
  • HANDY – NextGen, Past Member
  • Broward Performing Arts Foundation – Ghost Light Society, Past Member

Articles & Presentations

  • Trust Accountings: Legal and Accounting Requirements, Best Practices, Common Pitfalls, Webinar, Brinkley Morgan and Marcum, July 2021
  • Deferring Estate Taxes: Considerations for the Business Owner, Marcum Tax Alert, April 2021
  • Deducting Trust and Estate Charitable Donations: Trust Provisions and Wills, Recent Court Cases, Reporting Issues; Strafford; December 2020
  • 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
Practice Focus

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
Private Foundations
Family Offices

Education

Master of Science, Accounting
Florida Atlantic University

Bachelor of Science, Accounting
Florida Gulf Coast University

Awards & Accolades

Young Horizons Award, Florida Institute of CPAs, 2021
Up & Comer Award, South Florida Business & Wealth Magazine, 2019
40 under 40 CPAs in USA, CPA Practice Advisor, 2018
Soaring Eagle Honoree, Florida Gulf Coast University Alumni Association, 2017