Lisa A. Cappiello, C.P.A., has extensive experience in tax planning and compliance for high-net-worth individuals, investment partnerships, and hedge funds. She has held senior tax management roles at Rothstein Kass and Caxton Associates, where she managed complex tax compliance processes and implemented tax planning strategies. Her experience includes working with Fortune 500 companies at Ernst & Young and providing tax services to diversified industries as a self-employed CPA. She has also been involved in developing in-house software programs for tax analysis and has represented clients in resolving tax issues with the IRS and state authorities.
documents/EFTA00296013.pdf
{}