Lisa Rispoli
Partner-in-charge of PCS & Trusts & Estates at Grassi Advisors
- Role
- Partner-in-charge of Trusts & Estates Services at Grassi
- Location
- Mineola, NY, US
- LinkedIn followers
- 500 followers
About Lisa Rispoli
Specialties: Estate and Trust Administration & PlanningIndividual TaxationIncome taxation of Estates and TrustEstate and Gift TaxLisa Rispoli, Partner-in-charge of Trusts & Estates at Grassi & Co, CPAs has amassed an impressive 30-year career as a CPA with acclaimed success in the areas of Estate and Trust Administration, Individual Taxation, Income taxation of Estates and Trusts, and Estate and Gift Tax. Her knowledge in these areas is complimented by her attention to detail of the individual needs and unique financial circumstances of each of her clients.Lisa received her BBA in accounting from Adelphi University and her Masters in Taxation at CW Post here on Long Island. She spent three years at Ernst & Whinney (now Ernst & Young), where she stood out and advanced quickly to the position of Senior Audit Accountant. She then continued her career at Grassi & Co in Jericho, where she excelled in her role as Senior Tax Manager, before starting her own firm in is an active member of the NY State Society of CPAs, AICPA, Estate Planning Council of Nassau County, and Columbian Lawyers, and has written for several Long Island periodicals including Newsday on topic relating to her specialty in Estate and Trust Administration. She is a recognized Estate Accounting Expert at the Nassau County Surrogate Court and works closely with many of Long Island\'s leading attorneys and judges. She is eligible to receive appointments pursuant to Part 36 of the Rules of the Chief Judge to provide accounting services in the counties of Nassau, Suffolk, Queens, New York, Kings and Westchester.
Experience
Partner-in-charge of Trusts & Estates Services
Jan 2015 — Present
Education
LIU Post
MS, TAXATION
1987 — 1990
Harvard Business School
Executive Leadership Training
2019
Adelphi University
BBA, Accounting
1981 — 1985
Skills
- Tax
- Trusts
- Estate Planning
- Income Tax
- Tax Preparation
- Partnership Taxation
- Corporate Tax
- Estate Tax Planning
- Due Diligence
- Estate Law
- Gaap
- Strategic Financial Planning
- Cpa
- Tax Law
- Accounting
- Mergers & Acquisitions
- Forensic Accounting
- Small Business
- Tax Returns
- Llc
- Tax Accounting
- High Net Worth Individuals
- Financial Planning
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