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/w2Bdovw6NwMore Tweets »
Spending time with family
Watching college basketball & football
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.