MMVFO leadership
Lorenzo Abbatiello
CPA. CPA focused on tax strategy, digital assets, complex investors, and family advisory coordination.
Partner / tax strategy
CPA focused on tax strategy, digital assets, complex investors, and family advisory coordination.
Lorenzo Abbatiello, CPA is a partner at MMVFO and the founder and managing partner of Lorenzo CPA / Lorenzo Tax, a specialist practice focused on tax planning, preparation, advisory, and cryptocurrency and digital-asset reporting.
He began his career in Big Four accounting at KPMG and has worked in digital-asset taxation since 2016, bridging traditional tax and compliance frameworks with on-chain activity, DeFi, trading entities, funds, operating companies, and cross-border reporting. He also serves on the boards of private funds in digital assets and private debt.
At MMVFO, Lorenzo focuses on tax strategy for entrepreneurs, investors, high-net-worth families, and digital-asset activity where reporting, planning, documentation, and risk management need to be coordinated before filing or transaction decisions are made. The practice maintains offices in New York and Florida.
Professional profile
Background, credentials, and MMVFO role.
These profiles identify the professionals behind MMVFO’s tax strategy standards while keeping client-specific services subject to written scope, document review, and the appropriate professional lane.
Professional credentials and roles
- Certified Public Accountant (CPA)
- Founder and Managing Partner, Lorenzo CPA / Lorenzo Tax
- Partner, Mastermind Virtual Family Office
- Background in Big Four accounting at KPMG
Relevant experience
- Crypto and digital asset tax compliance and planning
- Complex investor, fund, and operating-company tax matters
- DeFi, trading entities, on-chain activity, OTC transactions, derivatives, options, and crypto-backed lending
- Board service for private funds in digital assets and private debt
- Tax planning, preparation, advisory, and documentation coordination for investors and families
How this connects to client work
- Digital asset and alternative-asset tax strategy
- Investor, entrepreneur, and family-office tax coordination
- Reporting and documentation workflows for complex assets
- Advisor alignment where tax, compliance, and investment facts overlap
Practice focus
- Tax strategy
- Complex-asset planning
- Crypto tax
- Alternative-asset tax
- Investor tax planning
- Family advisory coordination
- Documentation-driven implementation
Speaking and media
Selected appearances.
Selected professional speaking engagements and media appearances. External programs are produced by their respective publishers.
- Panelist, Uncorrelated Alts (Miami 2026), on the 2026 digital-asset outlook
- Guest, Cryptocurrency for Beginners with Crypto Casey, on cryptocurrency tax
- Guest, The New Wave Podcast
- Crypto-tax accountant listed on the Koinly accountant directory
- Host, Lorenzo CPA educational channel on YouTube
Public references
Sources behind this profile.
The credentials, history, and appearances described above are sourced from the pages linked below. External pages may be updated by their respective publishers.
Related MMVFO work
Core service areas
These pages show where MMVFO applies senior tax judgment across planning, compliance, credits, controversy, international tax, and family-office coordination.
This profile is informational and does not create a client relationship, professional representation, or a promise of availability. Client-specific work requires qualification, written scope, document review, and the appropriate licensed or registered professional where regulated services are involved.
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Reviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated