Longtime Sarasota residents may be familiar with the original founder of Lichtenstein, Briefman & Sabella, as Alan Lichtenstein opened the firm over 60 years ago. Mark Briefman joined in the firm’s partnership nearly 40 years ago now, and for decades they’ve provided sound tax advice and guidance to the community’s business owners and residents. It’s a distinction that carries on today under the newest managing partners, Ron Marshall and Anthony Sabella. As they’ve stepped up to take the helm, they’ve brought with them new, innovative ideas to update services and processes that will benefit clients and staff for years to come.
A new service they are providing is due to a need they identified in the market for Family Office Services, catering to the area’s wealthy clients who may have several advisors, but no quarterback to lead their financial management team. Individuals’ and families’ various advisors rarely collaborate, meaning less-than-optimal “solutions” for these families and entrepreneurs. These strategies, along with new innovation and advanced technology, will ensure our firm’s continued success.
Anthony Sabella hails from New York City, where he provided comprehensive tax and growth planning strategies for businesses and individuals in the fields of health care, legal, asset management, pharmaceuticals, real estate, art and various other professional services. Anthony is a passionate advocate for business owners and entrepreneurs who want to take their business to the next level.
Ron Marshall brings almost two decades of high-level tax and accounting experience as a Certified Public Accountant. Ron previously worked at a regional CPA firm as a tax manager specializing in corporate and high net worth multi-state taxation. Ron is an integral part of the continued growth of Lichtenstein, Briefman & Sabella PLLC.
Together, along with their long tenured staff members, they pride themselves on providing sound tax advice and organically growing the firm through hard work and dedicated client service. To learn more about the firm’s growth and its new Family Office Services, click here.