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Advisor Overview

EXPERIENCE HIGHLIGHTS

Lisa S. Goldman specializes in international taxation. She creates strategic domestic and international tax minimization opportunities for her clients, who are high net-worth global business leaders and multi-generational families. Ms. Goldman regularly structures both the holdings and transactions in their non-U.S. corporations, trusts, estates, and other entities. These frequently include diversified real estate, private companies, and other alternative asset classes.

Her clients include many foreign nationals with residencies that span the world, including Europe, Asia, the Middle East, South America, and Africa. She regularly works collaboratively with their legal counsel and family offices, and finds that a team-centric approach is the best path to value creation.

Ms. Goldman earned the prestigious TEP designation (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). STEP is the leading international professional body of advisors on the structuring of assets by individuals, families, and businesses across the generations. STEP has 20,000 members across 95 countries, and less than 20 of the NY chapter’s 300 members are CPAs.

Ms. Goldman began her career with Ernst & Young and Pricewaterhouse Coopers, and later was a partner in another New York CPA firm, where she led the international tax and personal advisory practices. She also worked in the private sector as the Principal International Tax Analyst for Timken Corporation (NYSE: TKR), a $2 billion manufacturer, for which she traveled to China, Japan, and Mexico on international acquisition and restructuring projects.

PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

Trust and Estate Practitioner, Society of Trust and Estate Practitioners

New York State Society of CPAs

  • Co-Chair, 2015 International Tax Conference
  • International Tax Committee

Frequent speaker at professional forums and has lectured at the university level

Co-authored Guide to International Taxation, a book published by the NYSSCPA

Published articles in Tax Stringer and The CPA Journal

Selected for Notable Women in Accounting and Consulting by Crain's New York Business 

American Institute of CPAs

EDUCATION AND LICENSES

Ms. Goldman earned a Bachelor of Arts with Distinction in History from The Ohio State University and a Master of Taxation from the University of Akron. She holds the TEP designation (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners and is a licensed certified public accountant in New York and Ohio.