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Lisa has over 20 years of public accounting experience, with specializations in Not for Profit, ERISA (401k, 403b, defined benefit and defined contribution plans), and Healthcare. She focused on audits, reviews, compilations and tax return preparation for nonprofit organizations, private schools, social service organizations, pension plans, trade associations, hospitals, nursing homes, construction equipment distributors and privately held businesses.
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Guidance for Determining and Disclosing the Fair Value of Equity Securities Subject to Contractual Sale Restrictions
When equity investments are valued at fair value, fair value needs to be measured based upon the requirements in Accounting Standards Codification (“ASC”) Topic 820, Fair Value Measurement. The Financial […]

ASU 2022-04 Disclosure of Supplier Finance Program Obligations
Accounting Standards Update (“ASU”) 2022-04 Liabilities – Supplier Finance Programs (Subtopic 405-50): Disclosure of Supplier Finance Programs is effective for fiscal years ending on or after December 15, 2022, which […]

Steps to Locate Employee Benefit Plan Participants
Share Do you have an employee benefit plan that is being terminated, which has participants that are entitled to benefits and cannot be located? Do you know what to do […]