NEW YORK — Lisa S. Goldman, CPA, TEP, M.TAX, a specialist in international taxation with more than 20 years of experience in the accounting profession and the private sector, has joined top 40 CPA and Advisory firm Berdon LLP as a partner. Ms. Goldman advises high net worth individuals as well as privately-owned companies in the real estate, manufacturing and distribution, and consumer products industries.
Her expertise encompasses a variety of areas, including identifying domestic and international tax savings opportunities and structuring holdings and transactions of non-U.S. corporations, trusts, estates, and other entities. She also has extensive experience evaluating the tax and economic outcomes of real estate and business transactions.
“Lisa is widely published, a dynamic speaker, and dedicated to providing the personalized and creative client service that is our hallmark,” says Mark Bosswick, CPA, J.D., LL.M., Berdon Managing Partner. “She further strengthens the resources of our International Practice and enhances our service offerings so we can continue to assist our high net worth and corporate clients in meeting their local and global objectives.”
Deeply involved in her profession, Lisa Goldman is a member of the Tax Division of the American Institute of Certified Public Accountants and the International Tax Committee of the New York State Society of Certified Public Accountants, where she served as Co-Chair of the 2015 International Tax Conference. She earned the TEP designation (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners and has presented at numerous universities, forums, and international tax conferences. Lisa has also co-authored the Guide to International Taxation and published numerous articles in Tax Stringer.