Lisa Blackmore, CPA, MBA
Professional Services and High-Net-Worth Individuals | Tax Partner | Providing comprehensive tax planning, compliance and consulting services.
Who I work with
I work with high-net-worth individuals and families as well as professional services with a concentration in law firms and law firm attorneys.
My specialty
I specialize in helping my clients with individual and business tax compliance, comprehensive short- and long-term planning, and consulting services related to the integration of tax estate planning for wealth transfer. I take a holistic approach in providing my clients with overall tax strategy and planning, which has allowed me to identify tax saving opportunities, ensure compliance is met and provide guidance on financial planning decisions.
Results I have delivered
- I have advised clients on multimillion-dollar sales of their businesses while helping maximize the best tax treatment.
- I’ve helped professional service firms navigate the complexities of the new pass-through entity taxes and saved them significant Federal taxes at the individual level.
- I have assisted high-net-worth individuals in saving hundreds of thousands of dollars in potential estate tax exposure by establishing comprehensive estate tax plans.
Unique things about me
My family and I live on a farm that focuses on being a biodynamic food forest with a focus on organic and native plants.
When I am not at work
When not working I love to spend time outside with my family. If we aren’t planting, working or developing our farm, we love to spend time kayaking, hiking and foraging through local trails.
People say I am
A motivated and hard-working tax partner who is interested in fostering deep relationships with my clients.
Affiliations
I earned my Master’s in Business Administration and my Bachelor’s in Accounting from Mount St. Mary’s University in Maryland. I am also a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of Certified Public Accountants (MACPA).