Lisa has over 25 years of experience working with tax-exempt organizations. Over the course of her career, she has helped countless exempt organizations with their tax compliance and advisory needs. As a subject matter expert in the field, she has worked with hospitals and healthcare organizations, research associations, private schools, social welfare organizations, membership and trade associations, public charities, and private foundations. She has also worked with small to midsized businesses and with individuals, which allows her to bridge the gap between tax-exempt organizations and for-profit operations. Lisa has extensive experience assisting clients with Form 990 and 990-T filings, exemption applications, IRS examinations, lobbying and political activities, unrelated business income analysis, taxable subsidiaries and related entities, private foundation excise tax matters, and COVID-19 tax relief provisions. Lisa frequently writes and speaks on topics relevant to the world of tax-exempt organizations. She is a past Chair of the GWSCPA Nonprofit Symposium (2020), and serves on the AICPA Exempt Organizations Tax Technical Resource Panel.
