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

Insperity

The objective at Insperity is to help businesses run better, grow faster, and make more money. We provide industry-leading HR, group healthcare, and business performance solutions to small, medium, and large businesses; with an intense focus on stabilizing fully-burdened labor costs, managing risk, and improving productivity.

Certified Business Performance Advisor

Level Up Social Club

At Level Up, we curate mutually beneficial, business to business relationships through unforgettable events and experiences at the latest Chicago bars and attractions.

Co-Founder

Greater River North Business Association

The Greater River North Business Association helps foster business relationships and responsible development within the Greater River North Community and beyond. They bring together area businesses and civic leaders to promote growth and create opportunity for all businesses in the association.

Board Member and Chair of Membership

Sheakley

Sheakley is a privately owned HR and risk specialty firm dedicated to recognizing and meeting the growing needs of employers. They deliver tailored solutions that help their clients attract, care for, protect, manage, and reward their most valuable asset - their employees.

HR and Risk Management Consultant

ADP HRO Solutions, now ADP Comprehensive Services, provides tactical business services to organizations looking to gain a competitive edge and adapt quicker to the market place. Through access to Technology, People and Set Process, ADP helps businesses focus on their core revenue generating activities and lower their bottom line.

Resource District Manager - HRO Solutions

ADP is the most comprehensive service provider in back office administration.  Specifically dealing in the collection, maintenance and distribution of people information.  ADP helps companies with the core administrative functions of HR, payroll, and benefits.

Senior District Manager - Small Business Services

Cbeyond

BIRCH, formerly Cbeyond, is now Fusion Connect. Fusion Connect is a leading provider of integrated cloud solutions to businesses of all sizes.

Sales Executive

I provide a service-based, technology-rich human resource solution for growing business needs designed to maximize productivity and minimize risks for companies | HR Services | Benefits | Payroll

As a Business Performance Advisor, I work with business owners and executives who value their employees and have a “getting better” agenda.

Insperity provides an array of human resources and business solutions designed to help improve business performance for small & medium sized businesses.

I work with business owners and executives that want to:
•	Be an employer of choice 
•	Attract top talent and retain their best people 
•	Offer fortune-500 benefits 
•	Improve efficiencies and control costs 
•	Reduce the administrative burden of being an employer – so they can get back to working on their business, not working in the business 
•	Reduce employer related liabilities

What does a good referral or introduction look like?
•	Introduction to Owner, C-level, influencer 
•	5-5,000 employees (15-300 niche) 
•	Companies in a white-collar or skilled blue-collar industry such technology, engineering, real estate, accounting, medical services, banking, legal, insurance and light manufacturing 
•	Know that employees are their most important asset

David.Horbenko@insperity.com
www.insperity.com/david.horbenko
https://youtu.be/fje89-Qhp3I

David Horbenko

Yes — I’m still taking calls for January 1st effective dates at Insperity.

If your HR is a mess, your medical costs are punching you in the face, or you just want to start 2026 without chaos… hit me up.

Call me.
Email me: david.horbenko@insperity.com
DM me if that’s easier.

If you want streamlined HR and lower costs, don’t wait.
I’m locking in wins right now.

Let’s go.

I provide a service-based, technology-rich human resource solution for growing business needs designed to maximize productivity and minimize risks for companies | HR Services | Benefits | Private Equity

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Last night’s Level Up Social Club - Professional Networking event at Paradise Park in Wicker Park hit different. ❄️🔥
.
.

75+ professionals showed up in the cold, snow, and ice… some driving 30+ miles just to be in the room. That kind of commitment means the world to me. The energy, the conversations, the referrals, the real business being traded — this is exactly why Level Up exists.

Whether you came to grow, to connect, to have fun, or all of the above… thank you. I can’t express enough gratitude for this community that keeps showing up, supporting each other, and leveling up together.

Huge shoutout to Anna Odak — she shows up every year, every event, and brings 5–10 amazing people every time. Anna, you’re a force. We appreciate you more than you know. 🙏

We’re just getting warmed up…
Next event: January at House of Blues. Details coming soon.

If you haven’t joined yet → www.LevelUpSocialClub.com

And if you need help streamlining HR or cutting medical costs heading into 2026, hit me up at Insperity.
📩 DM me or email david.horbenko@insperity.com

Much love to everyone who came out last night. Let’s finish the year strong and run it even bigger next year. 🚀💼🔥

🔥 TONIGHT’S THE NIGHT.
Level Up Social Club is back — and we’re not doing stiff handshakes or boring small talk. We’re doing fun, real connections, and business that actually moves.

📍 Paradise Park – Wicker Park (1913 W North Ave)
📅 Tonight, Wednesday, Dec 3
⏰ 6:00–8:00 PM
👥 75+ professionals expected

Yeah, it’s cold. Yeah, there’s snow.
No, that will NOT stop us.
We’re still showing up, trading business, building referral partners, and having a damn good time while doing it.

If you want a room full of cool, driven Chicago professionals who actually get it, this is your sign.

👉 RSVP Link here: https://lnkd.in/gPBJKf2C
Let’s freaking go. 🚀💥

#LevelUpSocialClub #ChicagoNetworking #WickerPark #BusinessNetworking #Referrals #LevelUpLet’sGo

It’s Monday, December 1st… who’s actually starting their New Year’s resolutions TODAY? 🙋‍♂️
.
.

Because waiting until January 1st is how you stay exactly where you are.

Get back in the gym. Clean up the diet. Make more calls. Close more deals. Spend time with people who matter.
Write it down. Get after it. No excuses.

Forget competing with other people —
compete with the version of you that you’re tired of settling for.
No one wants to look back and say, “Here’s what I COULD’VE been.”

That’s why I built Level Up Social Club — for the busy pros who actually want to grow, make money, build real relationships, and have some damn fun while doing it.

And if you’re trying to streamline HR or cut those painful medical costs… yeah, that’s where Insperity comes in.
DM me or hit david.horbenko@insperity.com.

🔥 Next Level Up event is THIS Wednesday, December 3rd, 6–8 PM at Paradise Park in Wicker Park.
RSVP link in the comments.

Start leveling up TODAY — not someday.

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The Battle

Lisa Niser

David Horbenko

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The Battle

Lisa Niser

David Horbenko

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}David Horbenko's LinkedIn Performance

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