Lisa Osofsky Email & Phone Number
Partner, Northeast Co-Regional Industry Leader, Private Client @ Forvis Mazars US
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Lisa Osofsky Location
- New York, NY, US
Lisa Osofsky Work
- Partner, Northeast Co-Regional Industry Leader, Private Client @ (June 2024 - Present)
- Partner, Private Client Practice Leader @ (February 1987 - May 2024)
- Senior Accountant @ (September 1984 - February 1987)
Lisa Osofsky Education
- Seton Hall University
Master of Science (MS) (Taxation)
1991 - University of Hartford
Bachelor’s Degree (Accounting)
1980-1984
Lisa Osofsky Skills
- Individual Tax Planning
- Family and Legacy Wealth Planning
- Integrated Financial Planning
- Income Tax Planning
- Estate and Gift Planning
- Philanthropic Strategies
- Succession Planning
- Accounting
- Auditing
- Financial Advisory
- Income Tax
- Tax
- Tax Accounting
- Corporate Tax
- GAAP
- Strategic Financial Planning
- Financial Analysis
- Financial Planners
- Due Diligence
- Financial Accounting
- Generally Accepted Accounting Principles Gaap
- Finance
- Services
- Wealth
- Marketing
- Financial Reporting
- Customer Service
- Management
- Healthcare
- Financial Services
- CPA
- Microsoft Office
- Strategic Planning
- Financial Planning
- Generally Accepted Accounting Principles
Lisa Osofsky Summary
- Lisa Osofsky, based in New York, NY, US, is currently a Partner, Northeast Co-Regional Industry Leader, Private Client at Forvis Mazars US. Lisa Osofsky brings experience from previous roles at Mazars in US and Deloitte. Lisa Osofsky holds a Master of Science (MS) in Taxation @ Seton Hall University. With a robust skill set that includes Individual Tax Planning, Family and Legacy Wealth Planning, Integrated Financial Planning, Income Tax Planning, Estate and Gift Planning and more. Lisa Osofsky has 2 emails and 1 mobile phone numbers on RocketReach.
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