Pepper Center Fellow
Lisa works on behalf of individuals, partnerships, nonprofit organizations, and corporations, handling sophisticated tax planning needs associated with complex business and financial structures. Her expertise with nonprofit law enables her to provide pro bono representation to charitable organizations.
Lisa concentrates her practice on sophisticated tax planning on behalf of individuals, partnerships, and corporations. Her areas of concentration include choice of business entity; tax and compliance issues associated with nonprofit organizations; taxation of lawsuit payments and recoveries; estate, gift, and personal planning; and independent contractor compliance.
Lisa counsels nonprofit organizations on a wide range of issues, including unrelated business taxable income, Forms 990 and 990-PF compliance, excess benefit transaction matters, formation of new exempt entities, and state charitable solicitation and registration laws. In the area of independent contractor and wage/hour compliance, Lisa designs programs for companies to enhance conformity with such laws at the federal and state levels. In addition, Lisa believes strongly in pro bono work and has assisted with the formation of many new charitable organizations, while also counseling existing charitable organizations on a pro bono basis.
Lisa has advised colleges and universities on executive compensation regarding compliance with the IRS rebuttable presumption rules to avoid an excess benefit transaction. She also has assessed various potential "unrelated business taxable income" matters and counseled regarding joint ventures with taxable partners for colleges and universities. Additionally, she has represented donors and institutions in crafting restricted gift agreements and in answering questions related to charitable giving.
She also co-authored "Michigan Limited Liability Company," which is published by Data Trace Legal Publishers, Inc. Lisa is the co-author of BNA Tax Management Portfolio, "Charitable Remainder Trusts and Pooled Income Funds" (First Edition).
Lisa is a fellow of The Pepper Center for Public Service. The Pepper Center draws on the talents of the firm's retired partners and senior attorneys to wrestle with tough problems facing our communities. Through the Center, these attorneys study, analyze, and work to resolve problems that affect the lives of people in our communities.