ROBERT E. LOFGREN, CPA
PARTNER

Bob has established long-term tax and accounting relationships with a broad spectrum of San Diego's most prestigious companies and successful entrepreneurs. He also works closely with executives and their families in providing a variety of services including stock option strategies, estate and multi-generational planning, designing tactics to achieve income tax goals, and preparation of related tax returns.

With more than 30 years of public accounting experience, Bob delivers extensive senior management experience in both tax and audit. This unique blend of expertise results in very efficient, effective, and timely service for his clients. Prior to the establishment of Lavine, Lofgren, Morris & Engelberg, LLP, he was a senior executive with Deloitte & Touche, one of the largest international certified public accounting firms with responsibilities for their real estate and construction industry practice in the southwest United States.

EXPERIENCE AND
INDUSTRIES SERVED
Bob provides tax and audit counseling to a variety of industries, including:
 

High Technology
Manufacturers
Retailers
Securities Brokers
Contractors
Distributors
Investment Advisors

Biotechnology
Real Estate Developers
Importers
Real Estate Brokers
Homebuilders
Mortgage Brokers
Leisure Industry

 

Bob is a recognized specialist in the following technical fields:

 

Stock Options
International
Multi-State Taxation

Estates & Trusts
Partnerships/LLCs
S Corporations

EDUCATION
University of California at San Diego, Bachelor of Science
San Diego State University, Master in Business Administration
PROFESSIONAL AND
COMMUNITY
AFFILIATIONS

Bob has a long history of community and professional involvement. His many affiliations include:

American Institute of Certified Public Accountants
California State Society of Certified Public Accountants, Former     Chair of Real Estate Committee
Building Industry Association
Construction Financial Management Association
Estate Planning Council of San Diego, Current Board Member

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