Lisa Heller, CPA

CPA
Principal, Nonprofit Tax

Biography

Lisa Heller has over 25 years of experience working with tax-exempt organizations. Over the course of her career, she has helped countless exempt organizations with their tax compliance and advisory needs. As a subject matter expert in the field, she has worked with hospitals and healthcare organizations, research associations, private schools, social welfare organizations, membership and trade associations, public charities, and private foundations. Ms. Heller has also worked with small to midsized businesses and with individuals, which allows her to bridge the gap between tax-exempt organizations and for-profit operations.

Ms. Heller has extensive experience assisting clients with Form 990 and 990-T filings, exemption applications, IRS examinations, lobbying and political activities, unrelated business income analysis, taxable subsidiaries and related entities, private foundation excise tax matters, and COVID-19 tax relief provisions.

Ms. Heller frequently writes and speaks on topics relevant to the world of tax-exempt organizations. She is a past chair of the Greater Washington Society of CPAs Nonprofit Symposium and she serves as a member of the AICPA Exempt Organizations Tax Technical Resource Panel.

Education and Certifications

  • B.A. in History of Art, Yale University
  • M.S.P.A. in Accounting, University of Hartford
  • Licensed CPA (Virginia License)

Professional Affiliations

  • American Institute of CPAs (AICPA)
  • AICPA Exempt Organizations Tax Technical Resource Panel
  • Greater Washington Society of CPAs (GWSCPA), Nonprofit Symposium Planning Committee

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