Lisa Brugman
Transforming Equity Comp and Real Property Asset Complexities by Maximizing Tax and Financial Opportunities for You.
- Role
- Business Owner at Lisa Brugman Ea & Associates
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Lisa Brugman
A dynamic and innovative business professional with extensive cross-industry skill set…
Experience
Business Owner
Nov 2017 — Present · Los Angeles, CA, US
I have spent the entirety of my professional career, nearly 30 years, in the tax and financial service industry. I have a deep understanding of the tax code and have extensive experience helping thousands of people fight audits from the IRS. My all-encompassing tax and financial expertise elevates my understanding of all of the complicated ways tax strategy ties into the financial realm.* I am an Enrolled Agent. This means that I can prepare taxes, advise on tax situations and represent clients in situations before the IRS and state taxing agencies. Understanding how your money is taxed is key to managing your money.* I am a Financial Money Manager. This means that I can help you plan for financial goals like college, a wedding, starting a business, expanding a business, or managing a financial portfolio to meet your retirement goals. Let’s talk about what I can do for you.* I am a Certified Estate Advisor. This means that I can review your entire circumstance and offer options for protecting your estate, transferring assets, estate conservation, business continuation, and tax management at all stages of life.*I am a Trainer. This means that I can come to your office or company to advise and instruct your employees on a myriad of financial and tax topics. I offer seminars on taxes and finance to businesses and social organizations.
Education
John Paul Catholic University
Bachelor's of Arts, Theology and Philosophy
2010 — 2014
Cal State Fullerton, College of Business and Economics
Bachelor of Arts (B.A.), Business Administration and Management, General
1989 — 1994
Augustine Institute
MBA/ MA Theology, Business/ Sacred Scripture
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