Practice Areas

  • Domestic Tax Services
  • International Tax Services
  • Personal and Family Financial Management

Industries Served

  • High Net Worth Individuals
  • Manufacturing
  • Consumer Products
  • Real Estate

Lisa S. Goldman
CPA, TEP, Partner-in-Charge of International Tax and Personal Advisory

1375 Broadway, 15th Floor, New York, NY 10018
Tel: 212-944-4433 Ext. 4614     Email:

Lisa S. Goldman has over 20 years of experience serving Fortune 500 corporations and privately-owned companies in the real estate, manufacturing, and consumer products industries. She specializes in international taxation and in providing services for high net worth individuals and their businesses.

Lisa began her career with Price Waterhouse Coopers and Ernst & Young, and later was a partner in a Cleveland, Ohio CPA firm. Lisa also worked in the private sector as the Principal International Tax Analyst for Timken Corporation, a $2 billion manufacturer, for whom she traveled to China, Japan, and Mexico on international acquisition and restructuring projects. Lisa has lectured at Cleveland State University and is a speaker at international tax conferences.

Professional Affiliations and Organizations

  • Certified Public Accountant licensed in New York and Ohio
  • Society of Trust and Estate Practitioners (STEP)
  • International Tax Committee of the New York State Society of Certified Public Accountants (NYSSCPA)
  • American Institute of Certified Public Accountants (AICPA) Tax Division
  • Co-Chair of NYSSCPA 2015 International Tax Conference

Publications and Presentations

  • "Major New Reporting Requirements for Foreign-Owned Single-Member LLCs," Tax Stringer, March 2017
  • “Obama’s Budget Proposal to Tax Unrepatriated Foreign Earnings,” Tax Stringer, March, 2015
  • Authored chapter in New York State Society of Certified Public Accountants Guide to International Taxation, New York State Society of CPAs, November, 2014
  • “Fin Cen Introduces New Form Covering Spouses and Third Parties,” Tax Stringer, September, 2013
  • “Feared PFIC Regs Gets New Twist,” Tax Stringer, March, 2014


  • Ohio State University - Bachelor of Arts
  • University of Akron - Master of Taxation