Lisa Modglin
Partner @Caliber Accounting Group
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WORK HISTORY
Partner @Caliber Accounting Group
Denver, CO, US
EDUCATION
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.), Accounting
University of Southern California
Master of Business Taxation
SKILLS
ABOUT LISA MODGLIN
Lisa is an experienced Tax Professional and CPA with extensive knowledge in accounting, financial analysis, corporate tax strategy and client management providing high levels of service to key clients. A Certified Public Accountant (CPA), Lisa has provided detailed analysis, recommendations and strategies for Corporate, Small Business, Family and High Net Worth individuals. She advocates for her clients, builds strong relationships, makes tax advice comfortable, and makes the process constructive and strategic to maximize future value. She aids clients with strong attention to detail problem solving, strategic analysis, multiple planning scenarios and integration of her client’s needs across their financial, legal and accounting professionals as she successfully brings her client’s team together.Currently a tax partner at Caliber Accounting & Tax, LLP, Lisa enjoys helping her clients solve complex tax issues with clear and innovative business solutions. Her clients include many small to medium sized businesses and their owners who view her as an extension of their business. They contact her to discuss business transactions, tax planning considerations and tax compliance. She also works with high net worth families to help with estate planning and transfer of wealth considerations.She has held leadership roles throughout her life, previously served on an executive steering committee of a women led mergers and acquisitions group and previously served as the vice chair of the Boulder County Estate Planning Council. A former professional athlete, she knows the value of bringing people together on an integrated team and enabling everyone to perform at a much higher level.In addition to tax, she also has a background in finance, insurance and sales, experience with successfully coordinating training and mentoring programs, and supporting hiring initiatives.She holds a Masters Degree in Business Taxation from the University of Southern California (USC) Marshall School of Business and is also a proud graduate of Cal Poly Orfalea College of Business.
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