Donald Levy

Partner – Tax

Don has more than 40 years of experience in public accounting and is the point person for all tax issues affecting clients, from tax planning and implementation for mergers and acquisitions to complex estate planning. Many of the firm’s clients have profited from Don’s wealth of tax-code knowledge. For example, one of the firm’s clients needed to reorganize his business due to debt, but calculated that the tax cost of the reorganization would put him into bankruptcy. Through skillful planning, Don helped the client minimized the tax cost and allowed the client to complete his reorganization. For another client, Don used discounts and other estate-planning techniques to transfer approximately $20 million in real estate at a value of only about $5 million. Prior to Fineman West, Don was a partner at Laventhol & Horwath and an associate at Arthur Andersen.

EDUCATION

M.B.A., B.S., University of California, Los Angeles

CERTIFICATES AND AFFILIATIONS

Certified Public Accountant (CPA), licensed in California; Member, California Society of CPAs; Member, American Institute of Certified Public Accountants

tel: (213) 688-9898 ext 2603
cell: (818) 642-6533
Email: dlevy@fwllp.com

Statistic & Analytic
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Audit Preparation
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Management Consulting
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