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

CJE SeniorLife

Community Outreach Liaison

Volunteer Services Supervisor

Volunteer Services Coordinator

CVS in Target Pharmacy

Staff (PRN) Pharmacist

Union for Reform Judaism

•	Engaged Board of Directors, staff and clergy in interactive exercises integrating Jewish texts and values resulting in participants working cohesively
•	Enlisted participants to invest in becoming part of the solution to their frustrating issues
•	Focused on realistic, actionable next steps and acceptance of  accountability for results

URJ Board Training Facilitator

Communities Manager (Volunteer Management/Event Planning)

•	Built initiative programs by 50% while incorporating accountability tools
•	Planned/organized community learning/networking groups; set up logistics (projection, volunteer roles, site selection and room set-ups/technology needs)
•	Designed, administered and summarized evaluation surveys for organizers and participants
•	Led workshops on the topic of WHY we do our work and updated “menu” of programs offered. 
•	Mentored colleagues and utilized a Dilemma Consultancy Protocol
•	Launched multi-disciplinary efforts across the organization to propose future protocol
•	Member of Disaster Response Team and active participant in a Working Out Loud group
•	Partnered with North American volunteer leadership teams, providing administrative guidance

Congregational Network Director, Central District   (Outreach/Engagement)

•	Led outreach efforts and liaison duties to 90 member congregations across North America
•	Earned 100% responses and satisfied member congregations by delivering problem-solving assistance
•	Advanced organization’s vision and priorities during multiple organizational restructuring

Manager, URJ Communities 

Anthelio Healthcare Solutions

Consultant; Resource Management Organization (Sutter Health, CA)

•	Interviewed/hired temp, qualified job candidates enlarging healthcare system to accomplish IT system transition
•	Achieved 100% on-time start dates by procuring staff health and other required documentation

Consultant; Retail/Long Term Care Pharmacy (McLaren, MI) 	
		
•	Completed 100% successful retail/outpatient pharmacy implementations; synchronized multidisciplinary teams for 12-site, state-wide health care system
•	Delivered 100% “go-lives” with on-time completion rates;  conducted site assessments, converted  9 of 12 site’s existing IT legacy systems, reserved 5 area training rooms, and supported the initial phase of project on-boarding
•	Promoted client-vendor relations, produced a survey tool to evaluate project goal satisfaction and provided weekly RFP spec reports to C-suite group and final presentation with future recommendations.

Consultant (Clinical Informaticist)

McKesson Health Solutions--MedManagement

Project Director/Assistant Director/Manager--Outpatient Pharmacies/Interim Staff Team 
•	Designed workflow procedures, developed customer service training modules (incorporating robotics, etc.), organized human resource and quality assurance record keeping systems, staff training/orientation, and prepared for successful government accreditation inspection

McKesson Medication Management

•	Versatile, energetic  professional, proficient in taking a broad spectrum of projects from inception through completion, while respecting budgetary constraints
•	Notable strength in cultivating Board relationships, providing leadership development, strategic outreach and engagement techniques
•	Exceptional aptitude for detail, organization, and prioritization, with the commitment to meeting high pressured deadlines
•	Highly creative and cost-effective development approach resulting in exceptional event planning for corporate and non-private entities
•	Develop and maintain positive productive relationships using a collaborative and inclusive style with colleagues and management

Colleagues and workshop participants say:

"You gave us a lot of direction and help to work on our 3 major areas of concern.  Your work was beneficial...." 

"Ms. Goldberg has excelled in her organizational skills and abilities. She demonstrates mastery of changing technology tools, such as webinars and social media. As an outstanding leader she motivates participation and positive, relationships with her peers, colleagues and constituents. She has earned the respect of those with whom she works.  With good humor and grace, she tackles and masters challenging tasks and responsibilities."

"Your talents do not go unnoticed."

"...It has been such a pleasure getting to know and working with you since I came aboard. You have consistently been kind and gone above and beyond in being a gracious, energetic and collaborative partner...."

..."Marla came to URJ in 2014 during a time of great transition, first serving in one Manager role before then serving as the force to launching many URJ Community groups within our initiative. During her time at URJ, many of us have been the beneficiaries of her warmth, her can-do attitude and her willingness to help, no matter the task.  She has formed wonderful relationships in her time here as a professional...."

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The Battle

Lisa Niser

Marla Goldberg

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