Clark Schaefer
Lisa Wineland

Lisa Wineland

Shareholder, Columbus

614.885.2208Email
Expertise
item_imageTax
item_imageInternational Tax
item_imageTax Consulting
item_imageBusiness Tax
item_imageManufacturing & Distribution

Professional Summary

Lisa helps her clients navigate the complexities of international and corporate taxation. She specializes in international outbound and inbound transactions as well as entity structure planning and serves many multinational clients with international tax compliance reporting requirements. Lisa understands the unique reporting and planning needs of closely held and family-owned businesses and is passionate about delivering results that help them reach their goals.

Lisa and the International Services Group members have considerable experience in cross-border transaction analysis, foreign tax credit planning and compliance, M&A transactions, and related party tax reporting. Lisa also has extensive experience representing clients on IRS controversy matters.

Prior to joining the firm Lisa spent many years with a Big Four accounting firm and most recently worked in private industry for a Fortune 20 multi-national public company.

Education:

  • MBA, Finance, Franklin University

  • BSBA, Accounting, Ohio University

Certifications & Licensure:

  • CPA – State of Ohio

Professional Affiliations:

  • American Institute of Certified Public Accountants

  • Ohio Society of Certified Public Accountants

  • The Entrepreneurial Institute Advisory Board

  • International Trade Association of Southwest Ohio

  • European-American Chamber of Commerce, Cincinnati Chapter

Community Activities:

  • National Parkinson Foundation of Ohio, Volunteer

  • Cozy Cat Cottage, Volunteer

  • Ohio Chamber of Commerce, Taxation Committee Member

  • Tax Executive Institute, Cincinnati Chapter, Past President

  • Ohio Manufacturer's Association, Taxation Committee Member