Cristanne M. Leitner, CPA

Shareholder, VP & Director of Tax

As Shareholder, Vice President and Director of Tax, Cristanne has more than 35 years of experience in all aspects of tax and accounting.  Cristanne works on trust, estate and gifts, flow through entities, real estate, law and medical practices and retail businesses. She is constantly looking for ways to reduce clients’ tax liability through proper planning, assisting clients with timing of income and deductions, and proper structuring of entities and transactions. Cristanne works in coordination with financial advisors and attorneys to determine optimum tax solutions for her clients, and her role as an advisor, educator and communicator is the optimal way to provide solutions.

Cristanne’s three passions are her family, career and community.  Community involvement is a critical component of Cristanne’s life, as she believes giving back provides her with a sense of equilibrium.  She is actively involved with the Estate Planning Council of San Diego, having served in every officer and committee position.  Cristanne is involved with the Trust and Estates Committee of Rady Children’s Hospital and advisory committee for Scripps Hospital.  She enjoys riding her cruiser bike at the beach with her husband Stuart, drinking fine wine at local wineries, attending art exhibitions and meeting new people.  Cristanne joined LevitZacks in 2009.

Certification:

  • Licensed CPA in California
  • Licensed Certified Financial Planner

 

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Estate Planning Council of San Diego
  • North County Estate Planning Council – San Diego
  • Girl Scouts – San Diego

 

Committee Memberships:

  • Rady Children’s Hospital Foundation Estates & Trust Committee, Executive Committee Member
  • Estate Planning Council of San Diego, Past President
  • Girl Scouts – San Diego, Promise Circle Chair

 

Education:

Bachelor of Science, Accounting Emphasis
San Diego State University

Master of Science in Taxation
Golden Gate University, San Diego

Certification:

  • Licensed CPA in California
  • Licensed Certified Financial Planner

 

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • Estate Planning Council of San Diego
  • North County Estate Planning Council – San Diego
  • Girl Scouts – San Diego

 

Committee Memberships:

  • Rady Children’s Hospital Foundation Estates & Trust Committee, Executive Committee Member
  • Estate Planning Council of San Diego, Past President
  • Girl Scouts – San Diego, Promise Circle Chair

 

Education:

Bachelor of Science, Accounting Emphasis
San Diego State University

Master of Science in Taxation
Golden Gate University, San Diego