Lisa Osofsky
CFP, CPA, PFS |
Partner
Lisa.Osofsky@WeiserMazars.com |
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Bio
Lisa, a licensed CPA in New York and New Jersey, serves as the trusted advisor to many successful individuals, entrepreneurs, and family groups. She specializes in assisting with income taxation, estate and gift strategies, and integrated financial planning. Lisa holds the Personal Financial Specialist (PFS) designation from the AICPA, is licensed as a Certified Financial Planner (CFP), holds insurance licenses, and Series 6 and 63 securities licenses. A founding member of WeiserMazars' Tax Practice Board, Lisa currently serves on several firm leadership teams, including the Executive Advisory Board as well as the Partner Performance Committee.
Individual Taxation, Estate and Gift Planning, Family Business, Succession Planning, Personal Financial Planning
Tax Planning and Compliance
Weiser Leadership Academy Credibility Award, Spirit of Leadership Award, Most quoted in the major press-2008