Lisa Lehan

Lisa Lehan advises individuals, families, and business owners on tax-efficient wealth transfer and complex tax matters, with a particular focus on the intersection of estate planning and tax law. She collaborates with clients at every stage of life, offering thoughtful, practical guidance aligned with their financial goals and family priorities.

Her practice centers on designing and implementing customized estate planning strategies to achieve favorable income, gift, and estate tax outcomes. Lisa regularly advises clients on ownership transitions, generational planning, and evolving family dynamics, helping ensure their plans remain aligned with both personal objectives and tax considerations. In addition to her planning work, she has significant experience handling federal and state tax controversy matters, including disputes involving income, gift, and sales taxes. She guides clients through audits, appeals, and resolution strategies with clarity and confidence.

Drawing on her background in accounting and business, Lisa brings a strong analytical lens to complex tax issues and provides clear, actionable advice in challenging situations. Known for her approachable style, she helps clients navigate intricate tax considerations and move forward with informed decisions.