Linda Guendelsberger is the managing partner of LG Legacy Group, LLC. Linda has more than 25 years of diversified tax and consulting experience dealing with real estate companies, closely held businesses, and high net worth individuals. She has extensive experience working with real estate owners/operators and developers to assist them with the structuring of both their new and existing acquisitions and offering tax planning solutions that minimize tax liabilities. In addition to helping high net worth individuals complete their income, partnership, corporation, estate, gift, and fiduciary tax returns; Linda is skilled in providing guidance on issues and implementation of appropriate investment and financial planning strategies.
Prior to forming LG Legacy Group, Linda was Managing Director of the tax department at Philadelphia’s area-based Fishbein & Company which merged with WeiserMazars in 2010. In this role, she was responsible for the direction of the firm’s multi-disciplinary tax team and for keeping firm clients informed on the latest tax issues.
Linda has recently received the 2016 SmartCEO Brava Award and the 2017 PICPA Women to Watch Award.
lindag@lglegacygroup.com · 267-540-8080
Brian J. O’Sullivan is a Tax Partner with LG Legacy Group, LLC and an adjunct professor with Temple University teaching taxation. His area of emphasis is income tax planning and consulting for high net worth individuals and closely held companies. Additional responsibilities include financial analysis, economic analysis and valuation of closely held enterprises and professional practices.
Brian has served as an advisor in the purchase and sale of business enterprises, advising on sophisticated tax strategies, establishing Buy-Sell Agreements, as well as valuations for gift tax purposes. His valuation services have been used for financial statement purposes, litigation, marital dissolution, phantom stock compensation plans and other needs.
Brian’s experience in public accounting areas of income taxation, valuation services and audit and attestation services. He is specialized in U.S. income taxation for high net worth individuals and businesses, State and Local taxation developments, real estate taxation, merger and acquisition planning as well as the valuation of business enterprises.
briano@lglegacygroup.com · 267-540-8086
Christine Meller is a Tax Partner with LG Legacy Group, LLC providing comprehensive tax services to high net worth individuals, trusts, foundations, closely held partnership and S-Corporations.
Throughout her career, Christine has gained extensive experience working with clients in a variety of sectors. She has built a reputation for providing tailored tax strategies for high net worth individuals and their families, ensuring the efficient management of their income, estate, gift, and fiduciary tax matters. She also specializes in tax planning and compliance for real estate owners, developers, and investors, helping them navigate complex structures and minimize tax liabilities related to acquisitions, dispositions, and ongoing operations.
She brings a wealth of experience in managing complex tax issues, providing practical solutions, and building long-term relationships with clients to help them achieve their financial goals. Christine is committed to staying ahead of evolving tax regulations and providing clients with proactive, insightful advice that aligns with their business and personal objectives.
christinem@lglegacygroup.com · 267-540-8094
Alex Shelow is a dedicated tax professional with a passion for precision and financial stewardship. With over a decade of experience in the field, Alex has honed his expertise in tax compliance and consulting. He started his career at Friedman LLP, where he gained invaluable insights into corporate accounting practices across diverse industries. He has 9 years of experience at public accounting firms, while also working 5+ years in real estate, cannabis and e-commerce industries.
Following his departure from Friedman LLP, Alex founded a real estate development company while also expanding his tax practice as a sole practitioner. Alex combined his knowledge from the real estate and tax world to offer strategic tax consulting to his clients. During his time with each employer, Alex has assisted real estate clients through their process of getting cost segregation studies completed.
Throughout his career, Alex has demonstrated a knack for problem-solving and strategic financial management, helping organizations navigate complex regulatory landscapes while optimizing financial performance. He also has experience with complex foreign tax and withholding matters.
Alex received his BBA in Accounting from Temple University in 2011. He is currently licensed as an Enrolled Agent. Alex is a board member for the Abington Arts Center in Jenkintown, PA.
alexs@lglegacygroup.com · 267-540-8081
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