Experience at Work
As a fiduciary specialist, Lisa has worked for more than 30 years administering complex trusts and estates. She regularly prepares federal transfer (estate and gift) tax returns, fiduciary income tax returns, and individual federal and state income tax returns. Lisa has had responsibility for managing real estate transactions, determining valuations and securing appraisals, complying with probate proceedings, and reporting for trusts and estates.
Lisa has a strong attention to detail, which is important for the many tasks and considerations involved with administering numerous kinds of assets under time prescriptions by the Internal Revenue Service and state statutes of limitation. Her experience extends to complex ownership structures of assets both within and without the United States.