Lisa Strauss Niser, E.A.

https://www.lisaniser.com

1:1, online and group programs to help you overcome the fear of taxes and make informed decisions.

Sample sessions include:
What Entrepreneurs Need to Know About Taxes.
How Cash Flow and Taxes Change when You Make Partner at a Professional Firm
The Importance and Impact of Financial Wellness
Understanding the Tax Impact of Retirement Plans and HSAs
How W4s and Withholding Work
What Real Estate Investors Need to Know About Taxes.
Tax Basics 
The Tax Side of Child Care including What It Means To Be A Household Employer
Marriage and Taxes

Speaker I Educator

Lisa Strauss Niser, E.A

https://www.lisaniser.com

Tax preparation and planning, financial planning and IRS representation for individuals, entrepreneurs and small businesses.

Tax Advisor

PricewaterhouseCoopers LLP

Prepared individual, trust, partnership, and S corporation tax returns for corporate executives, many of Fortune 500 companies, and other high net worth individuals.

Provided financial planning services, including estate, retirement and options planning, to corporate executives of Fortune 500 companies and other high net worth individuals.

Consulted with individuals and small businesses on how to utilize Quicken and Quick Books software to manage their books and financial affairs.

Worked with the developer of the firm’s financial planning software to continually enhance and improve its effectiveness.

Developed a financial planning template for use with the firm’s electronic file system that was rolled out firmwide.

Manager

Altschuler, Melvoin & Glasser LLP

Prepared individual, trust, partnership, and S corporation tax returns for high net worth families.

Assisted with tax planning strategies, including creation of family limited partnerships and family foundations.

Prepared semi-annual financial summary showing asset allocation, rate of return and net worth information by account and by investment manager for a family with 16 separate entities.

Provided assistance with financial transactions on a regular basis as primary contact for a family worth over $80 million.

Tax Senior

How would it feel be financially well? To understand enough about taxes and finances that you feel in control of your finances, know the questions to ask, and can make informed decisions that work for you and your goals?

I am here to help you achieve that!

My approach to taxes is to take time to listen to you, ask you questions and help you understand how things work in a way that makes money feel manageable. Whether you are an individual, a small business owner, or the education/employee engagement manager for an organization, I can help you learn what you need to know so you and your team can ask good questions and make decisions that fit your priorities and move you towards meeting and maintaining your goals.
 
My background comes from working at E&Y and PwC and having exposure to big firm accounting and to different ways of working with both individuals and organizations.  Through my experiences, I saw first-hand the value that individualized, judgment-free support provides.
 
I combine this background and my focus to provide realistic, simple advice since the day I started my practice in 2003. I take on a limited client load so I can provide support throughout the year to answer questions and help my clients become comfortable with and confident about taxes and money.
 
In fact, many clients hire me to support them on a consulting basis and refer to me as their “advisor on speed dial.”
 
One of my favorite ways to provide value is to help organizations empower their employees by providing financial wellness benefits.  This includes providing interactive workshops woven with real life scenarios and fun, I help teams understand that money can be a source of power in addition to sometimes being a source of stress.  And since learning about money is a great equalizer, my programs benefit both the employees and the company! 
 
𝐖𝐡𝐞𝐧 𝐲𝐨𝐮 𝐚𝐫𝐞 𝐫𝐞𝐚𝐝𝐲 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐭𝐚𝐱𝐞𝐬 𝐚𝐧𝐝 𝐦𝐨𝐧𝐞𝐲, 𝐡𝐞𝐫𝐞’𝐬 𝐡𝐨𝐰 𝐭𝐨 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐦𝐞:

- 𝐉𝐨𝐢𝐧 𝐦𝐲 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐧𝐝 𝐫𝐞𝐜𝐞𝐢𝐯𝐞 𝐭𝐚𝐱 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞: https://www.lisaniser.com

- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐟𝐢𝐧𝐝 𝐨𝐮𝐭 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐛𝐫𝐢𝐧𝐠𝐢𝐧𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐰𝐞𝐥𝐥𝐧𝐞𝐬𝐬 𝐛𝐞𝐧𝐞𝐟𝐢𝐭𝐬 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧: https://bit.ly/lisaniser
 
- 𝐁𝐨𝐨𝐤 𝐚 𝐜𝐚𝐥𝐥 𝐭𝐨 𝐝𝐢𝐬𝐜𝐮𝐬𝐬 𝐭𝐚𝐱 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: https://bit.ly/lisaniser

Lisa Niser

Feder Development, LLC

The Feder Development coaching and strategy programs provide the business development and practice management toolkit needed by all professionals ready to change the way you think about productivity while developing outstanding client relationships, maximizing communications, and building a practice that works for your big goals and the life you want to live. 

Our customized program focuses on making sure you build the right relationships, to bring in and keep those great clients. Our accountability programs allow for you and your teams to see results fast and let you get back to the work that you want to do.  

We love sharing this work through our coaching programs, facilitated workshops, and retreats.

Business Development Coach & Strategist

The Door Project®

As founder and facilitator of The Door Project®, I work with individuals and teams to identify short and long-term goals and create a path towards realizing these goals. The approach combines creative exercises and guided questions to help align actions with priorities. The program includes designing an action plan and communication strategy to carry this experience forward.

The Door Project® shares meaningful stories from participants to build community based on the potential of sharing aspirations and experiences with others.  

Imagine the possibilities when you discover the courage to open the right door for you.

Founder and Facilitator

Husch Blackwell

My practice is focused in commercial contracting, negotiation strategies, corporate contracting policies, procedures and systems. I provide guidance to industry clients on effective contracting and contract management processes, and manage the firm’s contracting support services for education and healthcare clients. I frequently assist clients in designing contract management systems, training business organizations on vendor negotiations and streamlining the legal review and negotiation process. 

Drawing upon a deep background in contractual risk allocation and compliance issues, I regularly negotiate professional services, marketing and human resources agreements, supply and purchase agreements and arrangements of specific relevance to clients in a variety of industries.  

I also conduct professional coaching and development for attorneys and corporate executives. I frequently facilitate small groups and team development relating to networking, negotiations and communication skills.

Senior Counsel

Junior League of Kansas City, Missouri

President

Are you a lawyer or professional ready to scale your career, but it feels impossible since you spend all day scrambling, constantly managing everything for everyone else? 

Sound familiar? Pressure is on to find those next clients, but no one taught you how. You go to networking events and never bring home a client. You scramble to meet your monthly hours and are always stuck triaging problems rather than enjoying the benefits of this hard work. And you have great ideas on how to help clients, but you never have the time or the platform to make them a reality. 

Would you like to finally figure out how to take control of this chaos, without sacrificing all your free time?

If so, I can help. I am Deb Feder, Business Development Strategist and Coach. 

The coaching part of my career came when my mother was sick, and I needed to figure out how to have the “life” and “work” part at the same time. After 15 years of practicing law, certain things were clear.  

Our stories matter. My mother taught me to create a space to hear people tell their stories so we know what they really want, and my history degree from the University of Michigan showed me how to use this to frame ideas. Curious conversations are the game changer.  

Trying to play small doesn't work. Getting rid of inefficiencies and implementing vetted systems lets you take control. Having a strategy that works for you, your team, and your clients is critical. We do this through my Focus30 program and monthly calendar that together help you know exactly what to do to maximize your efforts (and results). 

My business development coaching focuses on building strong relationships and providing outstanding client service through simple, efficient changes with big impact. We put this together in a way that works for you, and your big goals. 

Read with Me: https://debfeder.com/books
Schedule a Strategy Call: https://debfeder.com/call


taplio

The Battle

Lisa Niser

Deb Feder

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?