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Lisa specializes in servicing the business and tax advisory needs of high net worth individuals and closely-held businesses, together with consulting services to companies in transition. Lisa's experience also includes corporate and partnership formation and dissolution, individual tax planning, fiduciary and estate planning work. Lisa serves as the principal instructor and coordinator of the firm's internal continuing education course on Flow-through Entities. She is a graduate of San Jose State University and is a member of the California Society of Certified Public Accountants and American Institute of Certified Public Accountants. | 