Lisa Epstein
Director
“I help clients navigate complex employee benefit plan requirements through communication, careful planning and attention to detail.”
Lisa Epstein has more than 30 years of experience in public accounting. She specializes in audits of employee benefit plans and has extensive experience with compliance requirements, reporting standards and fiduciary responsibilities under ERISA and U.S. Department of Labor regulations.
Her work includes overseeing audit engagements, assisting clients with the implementation of new accounting standards and advising on internal controls and financial reporting matters.
In addition to her client service responsibilities, Lisa attends and speaks at employee benefit plan audit training sessions for the organization each year.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYCPA)
- Chair, Employee Benefit Plan Committee
- Mid-Island Y JCC
- Treasurer of the Board
- Finance Committee Member
Accreditations
- Certified Public Accountant (New York)
Education
- Binghamton University, Bachelor of Science degree in Accounting