Lisa Johnson
Primary tabs
CS&L Employee
- Not-for-Profit Organizations
- Retail/Manufacturing
- Estate, Gift & Succession Planning
- Personal & Corporate Tax Solutions
- Entity Selection
- IRS Representation
- Estate & Gift Tax Planning
- Charitable Gift Planning
- Tax Planning & Preparation
- Business Succession Planning
- Income Tax Planning for Trusts and Estates
- Manatee Community Foundation (MCF)Board Member
- Estate Planning Council of Manatee CountyPast President
- MCF Legacy Society CommitteePast Chairman
- Leadership ManateeAlumni
- Junior League of Manatee County, Inc.Past President, Past Treasurer
- University of FloridaMasters of AccountingBachelor of Science in Accounting
- AICPA
- Certified Public Accountant (State of Florida)
- FICPA
Lisa Johnson, CPA | Principal
Experience:
Lisa Johnson has over 20 years of experience in a wide range of tax services. She specializes in Estate and Gift Taxes, Partnerships, LLC’s and S Corporations. Lisa is experienced in working with families that have complex structures, small businesses, family limited partnerships, trusts and foundations. Many clients find that planning for the future has been difficult due to constant tax law changes, which is why Lisa’s clients value her meticulous attention to these changes. Lisa maintains awareness of the current laws and proposes ideas to her clients that will be flexible enough to withstand frequent changes. Lisa has been featured as a 5 Star Wealth Manager twice (2011-2012), an honorable national designation that is awarded in response to high client satisfaction. Lisa joined CS&L in 1993 and became a principal of the firm in 2008.