Meet Our Advisors

Lisa Goldman

Lisa Goldman, CPA, M.Tax, TEP

Partner, International Tax Leader

Expertise: International Tax


  • Master of Taxation, University of Akron
  • Bachelor of Arts, History, The Ohio State University


  • Selected for Notable Leaders in Accounting and Consulting, Crain’s New York Business
  • Selected for Notable Women in Accounting and Consulting, Crain’s New York Business
  • Board Member, Supplies for Success
  • Member, New York Society of CPAs
    • Co-Chair, 2015 International Tax Conference
  • Member, American Institute of CPAs

Lisa 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.

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

Lisa began her career in the Big 4 and worked at a NYSE-listed company and other mid-sized firms.  She also holds the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP), the leading international professional body of advisors on the structuring of assets by individuals, families, and businesses across the generations.

Awards & Honors

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