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Join us for breakfast April 25 at the Taft Center in Cincinnati! The @BusinessCourier is hosting an M&A Forum featuring VonLeman’s Keith Carlson, aimed at helping business owners enhance the value of their businesses in advance of a sale. Register here: https://t.co/w2Bdovw6Nw

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Lisa Riccardi
 Sr. Manager, CPA, MBA, CTFA

Connect With Me

What are your three favorite bands?

I'm an 80s girl! Poison, Bon Jovi, Guns N' Roses.

Focus

  • Strategic Business Services
  • Tax Planning
  • Professional Services

Personal Interests

Spending time with family
Reading
Watching college basketball & football
Volunteering

Related Guidance

Experience

Lisa Riccardi joined VonLehman & Company, Inc. in December 2013. Prior to joining the firm, she had thirteen years of tax experience with a Big 4 accounting firm. She has continued her professional development by attending courses sponsored by various National and State societies in several areas of expertise. 

Lisa specializes in income tax compliance and planning for high net worth individuals, trusts, closely-held businesses and retirees. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. She also has experience working with company executives, stock options, and deferred compensation plans.

Education

  • Bachelor of Science in Business Administration with a Major in Accounting, Xavier University 
  • Masters of Business Administration with a focus in Tax, Xavier University

Professional and Civic Organizations

  • American Institute of Certified Public Accountants 
  • Ohio Society of Certified Public Accountants 
  • Alumnae Board of St. Ursula Academy 
  • Xavier University Williams College of Business Administration Mentor 
  • Cincinnati Women's Society of CPAs 
  • Madcap Puppets