Lisa Riccardi
Shareholder, CPA, MBA, CTFA
What are your three favorite bands?
I'm an 80s girl! Poison, Bon Jovi, Guns N' Roses.
Focus
Client Accounting & Advisory Services
Tax Planning
Professional Services
Personal Interests
Spending time with family
Reading
Watching college basketball & football
Volunteering
Related Guidance
- Biden's First 100 Days: Tax, Wealth & Estate Planning Update
- Tax Overhaul: Biden Administration Proposes Changes
- The Latest from President Biden and the American Families Plan
- Individuals: What Does the Extended Tax Deadline Mean for You?
- American Rescue Plan Act Passes: What Does That Mean for You?
- 4 Taxpayer Friendly Changes on Your 2020 Tax Return
- 7 Estate Planning Tips to Prepare for 2021
- Estate Planning Post Election: Why Now?
- Year-End Tax Strategies for an Unusual Year
- New Business Travel Per Diem Rates for 2021 Published by IRS
- How Does COVID-19 Impact Home Office Deductions?
- Individuals: Take Advantage of These 7 Expiring Tax Breaks Before It's Too Late
- Estate Planning: Making the Most of Your Plan
- How the 2020 Election Could Impact Your Individual Taxes
- 5 Pitfalls in Estate Planning
- 5 Midyear Tax Planning Ideas for Individuals in 2020
- Cares Act Update: IRS Extends RMD Rollover Relief
- 3 Tax Planning Moves for Individuals Who Haven’t Filed a 2019 Return
- New COVID-19-related Assistance for Taxpayers
- CARES Act Offers Relief to Individual Taxpayers More »
Experience
Lisa Riccardi joined VonLehman & Company, Inc. in December 2013. Prior to joining the firm, she had thirteen years of tax experience with a Big 4 accounting firm. She has continued her professional development by attending courses sponsored by various National and State societies in several areas of expertise.
Lisa specializes in income tax compliance and planning for high net worth individuals, trusts, closely-held businesses and retirees. She has experience in developing financial plans, including retirement, estate, trust, and educational planning. She also has experience working with company executives, stock options, and deferred compensation plans.
Education
- Bachelor of Science in Business Administration with a Major in Accounting, Xavier University
- Masters of Business Administration with a focus in Tax, Xavier University
Professional and Civic Organizations
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Alumnae Board of St. Ursula Academy
- Xavier University Williams College of Business Administration Mentor
- Cincinnati Women's Society of CPAs
- Madcap Puppets
