Lavine, Lofgren, Morris & Engelberg, LLP Adds Three Tax Managers

Lavine, Lofgren, Morris & Engelberg, LLP Adds Three Tax Managers

The accounting firm Lavine, Lofgren, Morris & Engelberg, LLP proudly announces the promotions of Chelsea Castillo, Kristi Norg and Drew Parker to the position of tax manager.

Castillo has been with the firm since 2014 and has experience in a variety of tax areas, including matters involving closely held companies, pass-through entities and high net worth individuals.  Castillo is also an active volunteer with The Preuss School, serving as a mentor to middle school and high school students. She received a Bachelor of Science degree in Business Administration from California Polytechnic San Luis Obispo and holds a Master of Science in Accounting with an emphasis in Taxation from San Diego State University.

Norg has also been with LLME since 2014 and has more than nine years of experience providing a wide range of accounting and tax services to mid- and high-net worth individuals. Her expertise encompasses all manner of trusts – grantor, irrevocable, marital and credit shelter, charitable, life insurance, GST exempt, as well grantor and non-grantor foreign trusts with U.S. beneficiaries. Norg is also a member of the San Diego board of directors for the California Society of CPAs (CalCPA) and a member of the Estate Planning Council of San Diego.  She received a Bachelor of Science degree in Materials Science and Engineering from the University of Illinois at Urbana-Champaign and holds a Master of Science in Accounting and Financial Management from Keller Graduate School of Management of DeVry University.

Parker has been with the firm since 2015 and has experience providing accounting and tax services to clients across multiple industries, including manufacturing, food and beverage, professional services, real estate, software and small business. Drew is also an active member of CalCPA. He received a Bachelor of Science degree in Accounting from California State University San Marcos.

About Lavine, Lofgren, Morris & Engelberg, LLP

Founded in 1985, Lavine, Lofgren, Morris & Engelberg, LLP is San Diego’s largest independent certified public accounting firm. The firm provides tax, audit and review, strategic consulting and client accounting services to individuals, entrepreneurs, and businesses in a broad range of industries including hospitality, real estate, construction, software, manufacturing, distribution, retail, technology, sports and entertainment and professional services. For more information, please visit www.llme.com