Raymond A. Ballotta, CPA | Principal

Experience

Ray has more than 35 years of public accounting experience and is a trusted advisor with extensive experience serving high net worth individuals, corporations and partnerships in the areas of corporate and transactional tax planning‚ resolution of IRS matters‚ optimization of individual tax positions‚ and tax compliance for clients across a broad range of industries. Ray is an active and recognized leader in multiple professional and civic organizations.

Ray has successfully implemented numerous business succession transactions and spearheaded merger and acquisition negotiations on behalf of his clients, including the recent sale of a closely-held entity to a Fortune 100 company. Ray has been instrumental in assisting numerous clients achieve their financial goals by providing innovative strategic management consulting, including the implementation of profit enhancement and expense reduction solutions. Many of Ray’s largest clients have been with him for over 25 years. In particular, Ray played an instrumental role as an advisor to a fuel distributor which began with less than $1 million in revenue in 1983 and grew to become an industry leader with operations in Florida, the Caribbean and Latin America and $500 million in annual revenue.

Ray takes a proactive role in income and estate tax planning for high net worth individuals. Ray has successfully addressed complex issues associated with family businesses‚ estate, succession and retirement planning and wealth transfer to future generations.

Education and Certifications

  • St. Peter’s College, Bachelor of Science, concentration in Accounting
  • CPA, Licensed in Florida

Professional Affiliations

  • American Institute of Certified Public Accountants, Member
  • Florida Institute of Certified Public Accountants, Member

Civic/Community

  • St. Thomas Aquinas Foundation, current Board Member and past President
  • Nova Southeastern University Library’s “Circle of Friends”, Board Member
  • Hypoglycemia Foundation, Board Member
  • Weston Area Chamber of Commerce, former Board Member

Other

A college football enthusiast and occasional golfer, Ray enjoys spending time with his wife of almost 40 years, their three children and grandchildren.

Contact:

rballotta@lkbcpa.com | Download V-Card