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

Texas Instruments

• Oversee and manage tax and ERISA compliance for all global benefits and executive compensation arrangements, as the company’s sole ERISA counsel, to mitigate operational and reputational risk 
• Collaborate daily with Human Resources to enhance company benefits and administration
• Provide strategic advice and counsel to plan investment committee comprised of C-suite and senior management representatives
• Serve as secretary and advisor to plan administrative committee, to ensure fiduciary compliance and assist with prioritizing plan initiatives
• Counsel corporate governance, finance, payroll, and treasury on equity compensation, plan audits and annual reporting, benefits funding, payment of expenses, and plan governance concerns 
• Partner with key stakeholders on employment, tax, privacy, and other legal matters
• Provide proactive advice and practical solutions to enable clients to weigh and prioritize risks based on regulatory and litigation trends 
• Leverage peer networking and thought leadership to benchmark responses to key regulatory and legislative changes, enhance internal processes, and reduce regulatory risk 
• Negotiate vendor contracts and assist with implementation of new initiatives
• Proactively address legislative and regulatory requirements, including new transparency and patient protection requirements applicable to health plans and increased state regulation of health and prescription drug coverage
• Reduce regulatory, operational, and reputational risk by identifying and providing educational resources and training for HR team, including ERISA fiduciary and HIPAA training sessions

Senior Counsel

Wilkins Finston Friedman Law Group LLP

• Collaborated with dozens of plan sponsors on implementing day-to-day internal business goals and addressing compliance issues affecting defined contribution and defined benefit retirement plans, nonqualified deferred compensation plans, and health and welfare programs 
• Negotiated administrative service contracts and investment management contracts on behalf of plan sponsors 
• Counseled third party service providers regarding ERISA fiduciary, tax, and other legal requirements applicable to qualified retirement plan and health and welfare plan business lines 
• Trained client personnel on ERISA fiduciary, HIPAA, Affordable Care Act, and other compliance requirements to enhance employee awareness and reduce risk
• Spearheaded IRS, DOL, and PBGC client audits, investigations, and corrections 
• Advised on benefits aspects of M&A transactions
• Oversaw a full-time legal practice and implemented process improvements to ensure high-quality, efficient delivery of legal services

Partner

Steptoe & Johnson LLP

Special Counsel

Baker Botts LLP

Associate

Vinson & Elkins LLP

Alston & Bird

I am an in-house attorney with 22 years’ experience advising a wide range of clients on employee benefits, executive compensation, and other matters. I counsel senior management on critical legal concerns and strategy with a keen focus on meeting the company’s goals for hiring, engaging, and retaining great talent and creating cultures where employees can thrive.  

My clients say I am an invaluable resource and trusted advisor because of my exceptional ability to balance potential risks with practicality. I believe the foundation of becoming a trusted partner is establishing collaborative relationships built on responsiveness, trust, and authenticity. My proven ability to distill and simplify complex legal concepts and communicate solutions in plain English has led me to be a valued member of the team.

Prior to going in-house, I was a partner at a boutique firm and worked at several global law firms. I have an established record of guiding clients through complex regulatory challenges, with a pragmatic, business-minded approach. I pride myself on being an active listener and understanding all relevant goals and concerns before tackling a project.

I am a versatile problem-solver and relate well with all levels of management and employees. I apply sound judgment and consistently operate with a sense of urgency, flexibility, and emotional intelligence. 

My experience includes:

● Acting as my company’s sole benefits attorney, responsible for oversight of legal compliance for all global benefit plans and programs
● Advising corporate governance, finance, payroll, and treasury on plan audits and annual reports, benefits funding, Board and Compensation Committee reporting, and plan governance concerns
● Serving as secretary and advisor to plan investment and administrative committees comprised of C-suite and senior management representatives, to ensure fiduciary compliance and assist with prioritizing plan initiatives
● Ensuring compliance with tax and other requirements applicable to benefit plans, executive and equity compensation, VEBA trusts, and employee fringe benefits
● Overseeing outside counsel, with a significant reduction in annual outside counsel spend
● Partnering with key stakeholders on privacy, employment, tax, and other compliance concerns
● Serving as Co-Lead for a Departmental DEI Committee
● Spearheading IRS, DOL, and PBGC client audits, investigations, and corrections
● Defending complex ERISA litigation matters

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The Battle

Lisa Niser

Misty Leon

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