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

Tehiyah Day School

- Redefined the role of the library within the school - increased information literacy education, collaboration between classroom teachers and the library, and actively connected students with resources of all kinds
- Collaborated with teachers to develop plans for integrating the library into their lessons to support their curriculum while building information literacy
- Provided workshops on the use of online databases, targeted web searching, and citation - focused on identifying different sources of information, judging their value, and creating accurate references
- Co-taught weekly information literacy and writing skills class to 27 eighth graders
- Taught weekly K - 5th grade library classes - read to each class, led discussions pertaining to book content and current events, engaged in information finding activities, and helped students find books
- Reassembled the library and weeded collection after a complete redesign and renovation of the space
- Created and implemented a plan to replace the organization system for more than 2,000 picture books with a more user-friendly system of subject matter grouping, while continuing to teach about the various library cataloging systems for the purposes of information literacy education
- Increased access to the space and resources for both formal and informal use

Librarian

Hillel Academy of Pittsburgh

• Edit, layout, and contribute content for 10-15 page weekly E-newsletter
• Fill in as needed throughout the school
• Respond to student, parent, and community needs from the front desk prior to and during hectic dismissal period
• Set standards for behavior and foster a sense of responsibility and personal pride; empowered 24 kindergartners to make good choices including during kindergarten graduation in front of 150+/- guests.
• Expand students’ Hebrew reading skills and understanding of Jewish texts and traditions daily projects and activities with individuals and small groups
• Work with individual students and larger groups to build their reading and literacy skills through letter recognition, phonetics, and handwriting
• Read to and with kindergarten students to increase their vocabularies, word recognition, and language acquisition and comprehension

School-Wide Swing Staff & Kindergarten Assistant

• Taught 40-70 secondary school students about academic writing and proper citation structures, improving the quality of their writing skills to prepare them for college
• Developed a research training curriculum in partnership with subject teachers, enabling students to gain experience and expand their research skills, including advanced web-searching and use of online databases and journals
• Served as a research adviser for secondary school students
•  Adapted classroom language arts and math activities to meet individual learning styles and educational needs
• Worked with individual students and larger groups to build their reading and literacy skills through letter recognition, phonetics, and handwriting
• Read to and with kindergarten students to increase their vocabularies, word recognition, and language acquisition and comprehension
• Provide emotional and social support for the individual and group needs of 33 kindergarteners

Kindergarten Assistant & Secondary School Research Specialist

YIVO Institute for Jewish Research

• Served as primary liaison with diverse constituency, including many non-native English speakers, successfully addressing concerns, finding and implementing solutions to complex problems, and increasing constituent satisfaction
• Designed and implemented the strategic overhaul of 40,000+ record database to correct errors, resulting in more accurate fundraising reporting, decreased wasted mail, and improved completeness of records
• Created and maintained data standards for improved entry procedures and protocols
• Managed The Raiser’s Edge donor and member database of more than 40,000 records, all gift processing for three annual campaigns and numerous events
• Analyzed demographic and giving trends for optimal outreach to current, lapsed and prospective donors, including building membership benefits

Campaign and Membership Associate and Database Manager

• Managed The Raiser's Edge donor and member database of 40,000+ records including processing all gifts for three annual campaigns and numerous events
• Created reports of database statistics and results of mail campaigns and events
• Made all logistical arrangements for three public and three internal events per year
• Wrote and produced acknowledgment letters fr 5,000+ annual donations

Development Assistant

Professionals for Non-Profits

• Accurately managed The Raiser’s Edge databases which included data entry, queries, exports, and reports for various non-profits
• Created mail merges for mass mailings using The Raiser’s Edge and the Microsoft Office Suite
• Seamlessly transitioned amongst various teams and projects recognizing and responding to priorities and the unique needs of each

Development Database Administrator

Ramah Day Camp in Nyack

• Addressed campers’ individual needs while simultaneously responding to the group as a whole
• Helped implement larger camp-wide events including a music festival and “color war”
• Worked as a member of a four person maintenance staff to maintain and improve the camp facilities, to prepare for programs, and open and close the camp grounds for the season

Counselor & Maintenance

Coalition for the Advancement of Jewish Education

• Collaborated with lay leaders to coordinate, prepare and execute all networking, education, and entertainment aspects of Early Childhood and Day School Conference program for 400+ participants
• Ensured that quality standards were met while organizing and managing all event logistics including recruiting presenters, determining schedule, and marketing
• Organized all aspects of two expositions with 30 - 100 vendors

Coordinator of Conferences

Union of Orthodox Jewish Congregations of America

• Served as interim assistant to the Director of Synagogue Services, including: scheduling; managing queries; overseeing mailings to constituents including membership information, and publications sales
• Produced monthly publications--editing, layout, etc.

Administrative Assistant to Director of Synagogue Services

Jewish Federation of Greater Springfield

• Coordinated community-wide events. Generated and disseminated all publicity including press releases for programs and events
• Designed and implemented educational programs for teachers and students at Jewish and non-Jewish institutions
• Worked with educators and community leaders to increase quality of social justice and Israel curricula
• Collaborated with committee members to support lobbying at the State and Federal levels
• Raised community awareness of local, national, and international social justice issues

Director of Community Relations and the Israel Desk

I am an information hummingbird - exploring deeply and then moving on to the next thing. I have a Masters in Library and Information Science (MLIS) and help identify and solve information problems of all kinds, even and especially when you don’t know that you have them. I help make finding and using information less overwhelming. And I’ve always got a supply of trivia and/or reading recommendations to share.

I pride myself in my ability to identify innovative solutions to complex information problems. And in helping to solve information problems, I help others to develop their information literacy skills and their confidence in their own information processing abilities. 

I have helped students, teachers, and community members to build their information literacy skills - developing their information seeking methodology, improving their online searching skills, practicing how to adjust their questions based on what they find, etc. In learning these practical skills, they are able to apply their background information and critical thinking skills to their information problems. 

I have broad experience in non-profit communal services and education. My training in library and information science has prepared me to employ my transferable skills to address diverse information needs in a broad range of fields. In past positions, I have created and implemented data system standards and carried out an overhaul of a 40,000+ record database. The results included more accurate fundraising reporting, decreases in wasted mail, and improved constituent satisfaction. I build strong working relationships between staff and volunteers and encourage community and participant involvement. 

I am interested in continuing to expand my Information skill set while applying my experience and passion to serve organizations and the community.

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The Battle

Lisa Niser

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