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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
Lisa Goldman, CPA, M.Tax, TEP
Partner, Practice Leader of International Tax Leader
Partner in Charge, New York City Office
Expertise: International Tax
New York, NY | 212.661.8640 | lgoldman@saxllp.com
Education
- Master of Taxation, University of Akron
- Bachelor of Arts, History, The Ohio State University
About
Lisa specializes in designing sophisticated domestic and international tax minimization strategies for her clients, who are high net-worth global business leaders and multi-generational families. She regularly structures their holdings and transactions in non-U.S. corporations, trusts, estates, and other entities. These frequently include nuanced, cross-border considerations involving private companies, alternative asset classes, real estate, and cryptocurrency.
Many of Lisa’s clients are foreign nationals with residencies around the world, including Europe, South America, the Middle East, Asia, and Africa. She regularly works collaboratively with their multi-national legal counsel and family offices, and believes that a team-centric approach is the best path to value creation.
Lisa began her career in the Big 4 and subsequently held key roles at a NYSE-listed company and other mid-sized firms. She also holds the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP), the leading international professional body of advisors on the structuring of assets by individuals, families, and businesses across the generations.
Community
- Selected for Notable Leaders in Accounting and Consulting, Crain’s New York Business
- Selected for Notable Women in Accounting and Consulting, Crain’s New York Business
- Board Member, Supplies for Success
- Prior Member, New York Society of CPAs
- Co-Chair, 2015 International Tax Conference
- Member, American Institute of CPAs