Lisa has over 20 years experience in tax planning and compliance for exempt organizations. Her experience includes serving as a technical resource and providing transactional analysis and consulting for exempt organizations and their donors. She has advised clients on issues relating to exemption applications, lobbying and political activities, qualified sponsorship activity, unrelated business income, private inurement and intermediate sanctions, taxable subsidiaries and related entities, state and local taxes, and foreign reporting. Lisa frequently writes and speaks on a variety of issues affecting tax-exempt organizations. She is an Associate Member of the AICPA’s Exempt Organizations Technical Resource Panel.
