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

​