Lisa Bortolotti
Attorney, Entrepreneur, Volunteer
- Role
- Master Tax Advisor at H&R Block
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lisa Bortolotti
Talented leader and focused attorney dedicated to meeting the needs of internal and…
Experience
Master Tax Advisor
Nov 2015 — Present · Providence, RI, US
Preparation of tax returns during tax season for HR Block customers
Education
Bryant University
Financial Planning and Services
New England Law | Boston
JD, Law
1989 — 1991
Boston University School of Law
LLM, Taxation
1999 — 2000
Central Michigan University
Bachelor Science Computer Engineering
Skills
- Estate Tax Planning
- Fiduciary
- Strategic Financial Planning
- Asset Managment
- Asset Allocation
- Mutual Funds
- Due Diligence
- Hedge Funds
- Securities
- Estate Planning
- Trust Services
- Estate Law
- Trusts
- Financial Services
- Wealth
- Insurance
- Asset Management
- 401k
- Legal Research
- High Net Worth Individuals
- Financial Planners
- Financial Advisory
- Portfolio Management
- Wills
- Tax
- Wealth Management Services
- Financial Planning
- Wealth Management
- Investment Advisory
- Corporate Law
- Investments
- Investment Management
- Retirement Planning
- Finra
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