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.
Learn more about my professional experience and how I spend my time outside the firm.
Professional Affiliations:
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 Accounting Standards Board (“FASB”) noticed diversity in practice related to applying a discount to the price of an equity security that is subject to a…
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 means it is effective beginning with fiscal years ending on December 31, 2023. The purpose of this ASU is to provide information in the form…
Share Unrestricted cash donations are the easiest type of donations for public charities to accept. In these situations, a donor provides a public charity with an unrestricted contribution in the form of a check or currency, and the funds can be spent however the charity deems appropriate. However, is your organization set up to handle…