As Tax Manager, Cynthia is a member of our international tax team with a heavy focus on international tax compliance and consulting.  In addition, Cynthia helps clients resolve issues with the IRS, provides guidance on the importance of good bookkeeping, and assists with questions regarding tax compliance.  Previously a loan officer, she gained valuable experience… Read More

Allison’s curiosity and passion for understanding every facet of a project define her approach as a Tax Manager. Since joining LevitZacks in 2011 as a Tax Administrative Assistant, she has steadily advanced. Allison earned her Bachelor of Science in Accounting degree from San Diego State University and has progressed through staff and supervisory roles to… Read More

Mark is a thought leader in the niche areas of estate planning, including GRATs, CLATs, IDGTs and INGs.  Mark is the inventor of a unique estate planning tool called the DIGT (directed intentional grantor trust). He brings income tax and estate tax minimization solutions to high net worth clientele, using sophisticated techniques which enable the… Read More