Finance

james-vinograd-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that James Vinograd has joined the firm as a client accounting services manager. Vinograd is a CPA with 20 years of experience providing accounting services to closely held small- to medium-sized businesses in a wide variety of industries. He specializes in working w...

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harvest-small-business-finance-llc-closes-its-second-securitization-of-owner-occupied-first-lien-sba-7a-unguaranteed-portions

Harvest Small Business Finance, LLC (“HSBF”), one of the top non-bank originators of SBA 7(a) loans, closed its second securitization of the unguaranteed portions of primarily first-lien SBA 7(a) CRE loans. The $34.92 million Harvest SBA Loan Trust 2019-1 transaction was lead-managed by Credit Suisse Securities and co-m...

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andy-nguyen-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that Andy Nguyen has joined the firm as a tax manager. Nguyen is a CPA with seven years of experience providing accounting services to closely held small to medium-sized businesses in the professional services and technology fields. He specializes in working with bus...

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christine-cornejo-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that Christine Cornejo has joined the firm as a client accounting services manager. Cornejo has more than 20 years of experience providing accounting services to a wide range of industries, including asset management, manufacturing and distribution, non-profit and e-...

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harvest-commercial-capital-llc-closes-its-first-securitization-of-owner-occupied-first-lien-sba-504-loans-and-conventional-real-estate-loans-266-6-million-of-offered-certificates-rated-by-kr

Harvest Commercial Capital, LLC (“HCC”), the nationwide non-bank leader in owner-occupied small balance commercial real estate loans, securitized $266.6 million of first-lien, SBA 504 and conventional fixed rate commercial real estate loans that the company references as HCCLT 2019-1. The transaction was co-lead manage...

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lavine-lofgren-morris-engelberg-llp-adds-three-tax-managers

The accounting firm 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 indiv...

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pro-back-office-announces-new-name-pbo-advisory-group

Effective today, the company formerly known as Pro Back Office is now PBO Advisory Group. Based in San Diego, the company provides outsourced accounting, financial and compliance services and strategic business consulting to the west coast region. “Our new name – PBO Advisory Group – reflects the expansion of our s...

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victor-shlionsky-joins-lavine-lofgren-morris-engelberg-llp

Lavine, Lofgren, Morris & Engelberg, LLP announces that Victor Shlionsky has joined the firm as a tax director. Shlionsky has more than 12 years of experience providing income and estate tax planning services to high net worth individuals and closely held business. He specializes in guiding clients through their esta...

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lavine-lofgren-morris-engelberg-llp-elects-michele-barrow-and-jennifer-glaser-as-partners

 is proud to announce the admittance of Michele Barrow, CPA and Jennifer Glaser, CPA to the partnership.

Barrow has been with the firm since 2006 and has more than 17 years of experience providing tax compliance and planning services to corpo...

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lavine-lofgren-morris-engelberg-llp-hires-two-new-partners

Lavine, Lofgren, Morris & Engelberg, LLP announces that Dale Snead and Brian Surratt have joined the firm as partners.

Snead specializes in providing quality, personalized financial guidance to local individuals and businesses. His expertise r...

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