Lisa loves working on the tax side of the investment industry. The continual introduction of new investment options gives her the opportunity to learn something new every day — and to provide new information and alternatives to clients.
Lisa focuses on regulated investment companies (RICs), assisting them with tax compliance and consulting-related issues. She is involved in the review of annual income tax provisions, proposed excise tax distributions and funds’ income tax returns. She also assists with reviews of, and issues relating to, RIC quarterly and annual qualification tests. Lisa has expertise regarding tax considerations for start-up mutual funds, as well as issues arising from mergers and acquisitions. She has a range of clients from single start up equity funds to large series trusts with multiple funds and alternative investments.
- Ohio Society of CPAs
- American Institute of CPAs
Lisa spends most of her time with her husband and three kids. They love vacationing, especially to warm destination spots like the Caribbean and visiting extended family in England. Lisa lives in Avon, Ohio.