Lance Lvovsky
Managing Director - CBIZ | Southeast Regional Leader - Private Client Services
- Role
- Managing Director, Private Client Services at CBIZ
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Lance Lvovsky
Recent Accolades: 40 Under 40, South Florida Business Journal, 2024; Jerry Zvi Wolf…
Experience
Managing Director, Private Client Services
Nov 2024 — Present · Miami-Fort Lauderdale, FL, US
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.
Skills
- Real Estate Transactions
- Corporate Real Estate
- Team Leadership
- Fundraising
- Estate Tax Planning
- Estate & Gift Taxation
- Leadership
- Income Tax
- Tax Law
- Entrepreneurship
- Financial Accounting
- Sports
- Partnership Taxation
- Trust Taxation
- Corporate Tax
- Manage Client Relationships
- Corporate Branding
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.