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

Moxie Wealth Management

Moxie Wealth Management was founded in 2015 by Joe Burgess and Kristin Brandli Printon in an effort to brand a practice based around their unique goals-based approach. Prior to 2015, both were managing practices under the North Star Resource Group banner. Moxie combines their acumen with the breadth of solutions and resources available from one of the nation’s largest independent financial services firms. Together this creates a truly formidable combination.

PREVIOUS SPEAKING ENGAGEMENTS (see Law Division and ABE volunteer sections for more events):
• "Women & Finance: Aligning Your Values and Goals to Make Your Money Work Harder For You"​
- Hosted By: Women's 29% Club of the City of Minneapolis

Registered representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. Moxie Wealth Management is affiliated with North Star Resource Group. 2701 University Ave SE, Minneapolis, MN 55414 Registered Branch Phone #: 612-617-6000

Co-Founder & Vice President

North Star Resource Group

I'm always looking for unique speaking engagements (either locally or nationally) - if you are seeking a financial professional for your next meeting, connect with me to talk more!

PREVIOUS SPEAKING ENGAGEMENTS:
• "How to Balance Competing Goals: Paying Down Debt vs. Saving for the Future"​
    - Hosted By: Chicago Bar - Young Lawyer Section

•  "Six Steps Towards Building Your Financial House"​
    - Hosted By: Chicago Bar - Young Lawyer Section

• "Building Your Financial Future: Creating (and Sticking to) Long-Term Goals"​
    - Hosted By: Chicago Bar - Young Lawyer Section

• "Real Life Financial Planning for Lawyers"​
    - Hosted By: Alabama Bar Association

*See "American Bar Endowment"​ under "Volunteer" for more speaking engagements.

Co-Founder of the North Star Law Division

North Star Resource Group has origins tracing back to 1908 in downtown St. Paul.  North Star offers a wide variety of specialty services and solutions across the financial needs spectrum. For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

Independent Financial Consultant

UBS Financial Services Inc

Client Service Associate

As a co-founder of Moxie Wealth Management, mentor, volunteer, and parent of 2 kids, I understand how managing your money continues to get postponed because you keep second-guessing yourself.

You’re ready for a tailored financial plan that tells you EXACTLY where your money should be going so you can have peace of mind knowing your money is finally working as hard as you do.

You’ve got at least $250,000 in investable assets, and now it’s about knowing how to use it to meet your financial goals.

I help 1st generation-wealth builders get a comprehensive, financial plan that’s tailored to them (not some cookie-cutter approach), after only 90-minutes of meeting time. This not only shows where you’re at, and also exactly how to get to where you want to be!

After presenting your plan, we help you implement and guide you to make informed decisions with more confidence and clarity. And this doesn’t mean you’re not smart enough to manage your finances; it means you’re smart enough to realize that you shouldn’t do it alone. 

❓WHAT I OFFER❓

📌Values-Based Financial Advice:
Translation = Fiduciary guidance and reassurance that every piece of your financial situation is organized and aligned with your values and unique goals

📌Investment Advisory Services:
Translation = Explaining and managing different account types and investment platforms; Helping you clarify your retirement and college savings goals, and providing tailored recommendations to meet your goals

📌Insurance Programs/Risk Management:
Translation = Protecting your family, your income, and your future wealth

❓WHO AM I OUTSIDE OF WORK❓

When I'm not at work, you can find me with my husband and our 2 kids. 👨‍👩‍👧‍👦 We get outside as much as possible, whether biking, hiking, or going to the park. I love comedy shows and am a bit of Peloton fanatic. I’m also a wannabe foodie - my two-tier chocolate cake 🎂 and apple pie 🥧 are both family favorites!

If you're interested in learning more, please connect!
✉️Kristin@moxiewealth.com
📞612.617.6024
#kristinspiration
Scheduling link for a 30-minute Teams meeting: https://outlook.office365.com/owa/calendar/KristinPrintonAmandaCharlesCopy@securianlink.onmicrosoft.com/bookings/s/Exo4kIXISEiyoMctfh3LSw2

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The Battle

Lisa Niser

Kristin Brandli Printon, WMCP®, AIF®

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