Lisa Strong, CPA


B.A. in Economics – University of Maryland, Baltimore County

  • Experienced in representation of high net worth individuals and families including tax planning with respect to preserving and transferring wealth within families.
  • Specialties include: 
    • Trust Tax planning, research and compliance
    • Planned charitable giving strategies.
    • Tax planning and compliance for private family foundations.
    • Estate and gift tax and estate tax planning.
    • Tax planning, research and compliance for individuals.
    • Financial education of younger generation family members.
  • Member of the American Institute of Certified Public Accountants.
  • Member of the Maryland Association of Certified Public Accountants.
  • Boys Hope Girls Hope Baltimore – Former Board and Finance Committee Member
  • Member of the Baltimore Estate Planning Council
  • Baltimore Community Foundation – Professional Advisor Recognition Society