When she’s not attending or volunteering with the ballet, Lisa works as a senior manager in the Clark Nuber’s Tax Services Group. She primarily assists not-for-profit organizations, including a variety of public charities, private foundations, and organizations with international activities. Lisa enjoys having personalized conversations with her clients and engaging them in their fiscal education and empowerment.
Practice Emphasis
- Tax compliance for public charities, private foundations, and pass-through entities
- Tax consultation on a variety of federal and international topics relevant to not-for-profits
- IRS correspondence
Proven Results
- Participate in tax consultation related to new international tax activities and foreign entity creation by domestic organizations
- Assist with interpretation of new tax laws and regulations
- Actively involved in implementation of new software programs to increase team efficiency
- Instructor of a variety of in-house trainings on Form 990, Form 990-PF, Schedule K-1 investments, and foreign informational filings
- Instructor of various Clark Nuber sponsored external webinars related to tax planning and tax basics for not-for-profit organizations
Education
- Oregon State University, Bachelor’s Degree in Merchandising Management
- Seattle University, Master’s Degree in Professional Accounting
Activities
- American Institute of Certified Public Accountants
- Washington Society of Certified Public Accountants
- Association of Fundraising Professionals, treasurer for Advancement Northwest Chapter
- Pacific Northwest Ballet, volunteer