Feb 21 Sax LLP Expands International Tax Expertise with Addition of Lisa Goldman
Parsippany, NJ, February 22, 2023 — Top 100 accounting, tax and business advisory leader, Sax LLP, announces the addition of Lisa S. Goldman, CPA, M.Tax, TEP to lead the firm’s International Tax Practice as Partner.
Lisa brings over 25 years of experience and 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. Lisa regularly structures the holdings and transactions in their non-U.S. corporations, trusts, estates, and other entities. These frequently include private companies, alternative asset classes, real estate, and cryptocurrency.
“International tax is a highly specialized area, and Sax is rapidly expanding its services in the global market such as through cross-border transactions,” said Joseph A. Damiano, CEO & Managing Partner of Sax LLP. “Lisa is a recognized industry leader who brings a wealth of experience and expertise in this area. We are thrilled to welcome her to the Sax family.”
Lisa’s clients include many foreign nationals with residencies around the world, including Europe, Asia, South America, the Middle East, and Africa, and she regularly collaborates with their legal counsel and family offices.
“I am excited to join Sax and sit alongside the firm’s leadership and well-regarded tax advisors,” said Lisa. “I look forward to propelling the firm forward by helping clients navigate their unique tax challenges and providing solutions to their complex tax matters.”
Lisa began her career in the Big 4 and previously worked at a NYSE-listed company and other mid-sized firms. She was selected as both a Notable Leader and Notable Woman in Accounting & Consulting by Crain’s New York Business and holds the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners, the leading international professional body of advisors on the structuring of assets by individuals, families, and businesses across the generations.
Lisa earned her Master of Taxation from the University of Akron and Bachelor of Arts in History from The Ohio State University. She is based in the firm’s New York City office.
About Sax LLP
Sax LLP is a 54-partner led, Top 100 accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, nonprofit organizations, and high-net-worth individuals. With offices in Parsippany, NJ, Ewing, NJ, New York City, NY and Mumbai, India, Sax has specialized expertise that benefits clients in our largest vertical markets. Sax provides added value to clients through advisory services that include but are not limited to Cybersecurity and Managed IT, Investment Banking, Transaction Advisory, HR Consulting, Valuation, Forensic & Litigation and Wealth Management. Sax has been nationally ranked and listed among the Top Accounting Firms by NJBIZ, INSIDE Public Accounting (IPA), Accounting Today and Forbes. For more information, please visit www.saxllp.com.