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Lisa M. Strong

CPA, Partner

University of Maryland, Baltimore County- Bachelor of Arts, Economics with a Certificate in Accounting

 

Lisa has over 30 years experience as a Certified Public Accountant.

Specialties Include:

  • Trust tax planning, research and compliance

  • Planned charitable giving strategies

  • Tax planning and compliance for private family foundations

  • Estate and gift tax planning

  • Tax planning, research and compliance for high net worth individuals

  • Financial education of younger generation family members

 

Memberships and Affiliations:

  • Member of American Institute of Certified Public Accountants (AICPA)

  • Member of Maryland Association of Certified Public Accountants (MACPA)

  • Member of Baltimore Estate Planning Council

  • Former member Board of Directors and Finance Committee - Boys Hope Girls Hope Baltimore

Leadership