In her role as a Tax Supervisor, Allison’s attention to detail stands out in the work she does for clients. Before joining LevitZacks, Allison worked as an Accounting Assistant/Legal Secretary at a law firm.  She started at LevitZacks as an Administrative Assistant and worked her way up to a supervisor, after receiving her degree in… Read More

As a Senior Tax Associate, Emily has a degree in Business Administration with a concentration in Accounting from Cal State Fullerton. Currently a CPA candidate, Emily assists managers and shareholders in getting returns out to clients quickly and efficiently. Emily volunteers her time doing beach cleanups and animal rescue, plus loves reading, watching movies, and… Read More

As Senior Tax Counsel, 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… Read More