Lisa Steele is a director with Baker Tilly’s real estate and construction practice. She works primarily with owners and financial officers of real estate companies that develop, own, and manage their portfolios. Lisa has experience addressing the business, tax, and accounting issues faced by closely held real estate companies.
- Assists with financial statement, income tax and accounting services for real estate companies and high-net-worth individuals
- Extensive work with family-owned businesses and real estate entrepreneurs in meeting their estate and personal planning objectives
- Assists with acquisition, development and sales of real estate
- Assists with tax incentives and tax deferred planning
- Advises clients on partnership, LLC, trust, estate and gift tax issues
- Assists with cost segregation
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
Location
Washington, DC
Education
Master of Accountancy
Bachelor of Science in accounting
Virginia Tech