The accounting firm of Lavine, Lofgren, Morris & Engelberg, LLP (LLME), San Diego’s largest independent certified public accounting firm, announces that Erin Carlson and Victor Shlionsky were elevated to tax partnership roles effective Jan. 1, 2024.
“The promotions of Erin and Victor to tax partners underscore the pivotal role they play in our clients’ and firm’s continued success,” said LLME Managing Partner Brian Surratt. “They serve as strategic partners to our clients to navigate highly complex, often sensitive financial and planning matters, and set the gold standard for our team of skilled finance and accounting professionals. Our firm is grateful for their leadership and eagerly anticipates their continued contributions.”
As the head of the firm’s trusts and estate group, Carlson guides high-net-worth individuals through both life and posthumous planning. She assists individuals, families and business entities, particularly those with substantial real estate assets, in navigating the complexities of trusts, estate planning and taxation. Additionally, Carlson mentors rising tax and accounting professionals and is a collaborative leader on firmwide initiatives spanning education, recruitment and wellness. Carlson seamlessly integrates her legal and finance backgrounds to better serve LLME’s clients and contribute to the education of both the legal and financial industries. She holds a bachelor’s degree in economics and a law degree from Pepperdine University School of Law, as well as a Master of Laws degree in taxation from Boston University School of Law. Although not a CPA, her legal credentials, including admittance to the State Bar of California, and experience qualify her to provide services to the firm’s clients and represent them in front of the IRS.
Shlionsky is a seasoned tax professional with more than 16 years of experience providing strategic financial guidance to high net-worth individuals and closely held businesses. He specializes in assisting clients with their estate, charitable, cash flow and business succession needs, and he also has extensive experience in handling complex real estate matters. Active in the community, Shlionsky serves on the board of directors and finance committee of the San Diego Lawrence Family Jewish Community Center, as well as serving as its audit chair. Shlionsky is on the United Through Education Advisory Board and on the finance committees for the Jewish Federation of San Diego and San Diego Congregation Beth Israel. He is vice chair of the California Society of CPA’s Estate Committee. Additionally, Shlionsky is a member of San Diego North County Estate Planning Council. An enthusiastic mentor to colleagues and rising talents, Shlionsky is a frequent writer and lecturer on tax-saving opportunities and out-of-state trusts. He holds a bachelor’s degree in accounting, finance and management from Loyola Marymount University and a master’s degree in taxation from California State University, Northridge.
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