Lisa Mela was named Partner in 2023 and is a vital member of the firm’s Trusts & Estates Practice. Lisa specializes in fiduciary compliance, estate and trust tax planning, fiduciary accountings (informal and formal), estate and gift planning, gift tax compliance, income tax planning and tax compliance for high-net-worth individuals.

Lisa’s responsibilities at Sax include fiduciary tax planning and compliance for estates and trusts including preparation and review of federal and state fiduciary income tax returns. She oversees the preparation and review of Estate and inheritance tax return filings (Federal and State) and assists fiduciaries with estate and trust administration. To ensure successful client engagements, Lisa also effectively manages communications and interactions with other members of the client’s advisory team including external T&E attorneys and financial advisors.

Within the firm, Lisa is charged with leading internal fiduciary trainings for the Tax Department and is responsible for educating younger associates on the specific rules, regulations and challenges facing the industry. Lisa also ensures efficient client service and overall staff development as business advisors that align with the firm’s high standards.

Lisa is a Certified Public Accountant in New Jersey.