Woburn, MA – [January 8, 2024] – LGA, LLP, a leading CPA and business advisory firm in New England, is delighted to announce the latest addition to its team, Jeffrey S. Levine, CPA, MST, as the Director of Financial Strategies. Jeff will work alongside the professional team at LGA to provide a more holistic service offering to their individual tax planning and compliance clients. This enhanced offering will include obtaining a broader understanding of the client’s financial position and aspirations, their estate and trust planning needs, assessing the adequacy of protections through various insurance vehicles, and creating a robust platform for client success. Jeff will also assist with developing and leading individual technical tax training.
Jeff’s experience includes close to 43 years as co-founder and shareholder of a local accounting firm west of Boston, where he managed a client base of over 700 individuals, partnerships, fiduciary tax filings, and personal financial planning for his individual clients. Jeff is an experienced consultant on corporate and personal financial strategies and has been a resource for many news outlets such as WGBH, WBZ, NBC Nightly News, Fortune Magazine, Inc. Magazine, Fortune Small Business, and the Boston Globe. Jeff lives in Wayland, MA, with his wife Shawna. He enjoys golf, travel, and cooking.
Jeff joining LGA is a significant step in LGA’s ongoing effort to diversify its expertise and enhance the comprehensive services offered to its clients.