Lisa Heller, CPA Assumes Role of Director, Nonprofit Tax Services
Following the recent promotion of Lisa Heller, CPA, to Partner, GRF CPAs & Advisors (GRF) is pleased to announce that Ms. Heller will also assume expanded leadership responsibilities as the Director of the Nonprofit Tax Services department. Effective January 1, 2026, she succeeds Richard (Dick) Locastro, CPA, JD, who has served in a leadership position in the department since 2007.
Ms. Heller joined GRF in January 2024 as a Principal with more than 25 years of experience working with nonprofit organizations. Throughout her career she has helped countless exempt organizations with their tax compliance and advisory needs, and she frequently writes and speaks on topics relevant to the world of tax-exempt organizations. Ms. Heller is a past chair of the Greater Washington Society of CPAs Nonprofit Symposium, and she serves as Vice Chair of the AICPA Exempt Organizations Tax Technical Resource Panel.
“GRF is pleased to have Lisa Heller assume the role of Director, Nonprofit Tax Services,” said Jackie Cardello, CPA, President and Managing Partner of GRF. “Her nonprofit tax expertise and leadership strengthen our team and support continued growth in the nonprofit sector. I also want to thank Dick Locastro for his tireless leadership of the NP Tax team and his unwavering dedication to GRF.”
Mr. Locastro will remain an active member of GRF’s Nonprofit Tax Service department and continue to be a valued resource for clients and colleagues. “I am excited for Lisa’s transition to lead GRF’s Nonprofit Tax Service Department and support her continued success with GRF,” said Dick Locastro.
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