Sviatlana “Lana” Pernia, CPA
Tax Director Private Client Services
“I believe tax planning is most effective when it’s personal. By understanding each client’s unique goals—especially in estate and trust matters—I help build strategies that protect their legacy and bring lasting value.”
The Background
Guiding Legacy and Wealth with Strategic Tax Insight
With over 18 years of experience in public accounting, Lana Pernia brings deep expertise and dedication to every client engagement.
She provides comprehensive tax and accounting services to a wide range of clients, including business entities, not-for-profit organizations, trusts, estates, and high-net worth individuals.
Education
- Bachelor’s degree in Accounting from Florida International University
- Master’s degree in Taxation from Nova Southeastern University
Memberships
- Treasurer of the Planned Giving Council of Broward County
- Treasurer of Canine Assisted Therapy, Inc.
- Steering committee member of the Joint Tax and Estate Planning Seminar
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Areas of Practice
Expertise & Education
Lana specializes in tax compliance, planning, and research in the areas of gift and estate taxation – a field where her knowledge and strategic insights have been especially valuable.
She holds a Bachelor’s degree in Accounting from Florida International University and a Master’s degree in Taxation from Nova Southeastern University.
Lana is also an active member of the South Florida community. She currently serves as Treasurer of both the Planned Giving Council of Broward County and Canine Assisted Therapy, Inc., and is a steering committee member of the Joint Tax and Estate Planning Seminar.