Lisa Rispoli, Certified Public Accountant, Accredited Estate Planner, Trust and Estate Practitioner

Lisa Rispoli, a prominent CPA and leader in trust and estate services at Grassi Advisors & Accountants, is making waves in the accounting world. With over 30 years of experience in estate planning, valuation, and tax compliance, Rispoli is a trusted advisor to clients looking to transfer wealth to future generations and charitable organizations.

As the partner-in-charge of trust and estate services at Grassi, Rispoli assists executors and trustees with administration and fiduciary services, including tax compliance and income tax planning. Her expertise in post-mortem planning and compliance has earned her recognition as an estate accounting expert by Surrogate’s Courts and leading attorneys in the tri-state area.

Rispoli’s influence extends beyond her work at Grassi. She currently serves as the president of the New York City Estate Planning Council and holds prestigious designations as an accredited estate planner (AEP) and trust and estate practitioner (TEP). Her expertise has been featured in publications like Crain’s New York Business and CNN, solidifying her reputation as a thought leader in the industry.

In addition to her professional accomplishments, Rispoli is actively involved in her community, serving on the board of Bethany House, an organization that provides shelter and services for women and children in need.

Recognized as one of Crain’s New York Business’s Notable Women in Accounting & Consulting in 2021, Lisa Rispoli continues to make a significant impact in the accounting and estate planning world. Her dedication to her clients and community sets her apart as a true influencer in the field.