Lisa has over 15 years of tax compliance and consulting experience, servicing high-net-worth individuals and their closely-held businesses. She has developed particular expertise providing companies in the real estate industry with comprehensive and creative tax solutions.
- Works with real estate clients, including residential, retail, and commercial real estate develops and owners
- Additional experience working with entertainment companies and service providers
- Diverse experience in the areas of individual and flow-through taxation which allows her to assist clients in maximizing their tax savings
- Specializes in working with family groups, taking care of all of the individual family needs, as well as trusts, foundations, and business entities owned by families
- Strong emphasis on flow through entity structure and focus on the interplay between company and individual
- American Institute of Certified Public Accountants (AICPA)
Location
Orange County, CA
Education
Bachelor of Science in business
University of California, Riverside