Lisa M. Newland, CPA, CFE

Current Role

As the tax lead for Rehmann’s Bonita Springs office, Lisa serves closely held businesses and high net worth individuals, navigating the intricacies between personal and business planning. Additionally, as an integral member of Rehmann’s financial institutions group, Lisa leads the firm’s bank tax practice and serves on the financial institution executive committee. Lisa’s also serves as a member of the AICPA’s Tax Practice Responsibilities Committee. 

Service Areas

• Closely held businesses 
• High net worth individuals 
• Tax preparation and planning 
• Financial institution taxation 
• Forensic accounting 
• Litigation support 
• Business advisory 

Experience

With over 20 years of experience in the industry, Lisa has served high net worth individuals and closely held businesses for her entire career. From strategic planning to tax, finance, and accounting needs, she brings a depth of experience working with business owners from startup to wealth transfer.  

Concurrently, Lisa has provided audit, tax, financial reporting, internal audit, litigation support, forensic accounting and other consulting services to clients in varying industries. Due to her comprehensive experience in corporate taxation, Lisa is considered a firm-wide authority for ASC Topic 740 and financial institution taxation.  

Lisa has provided litigation support and forensic accounting services on a broad range of matters. She has specific experience in witness preparation, technical writing, and trial preparation. She has also served as a litigation consultant for a large accountant malpractice matter.  

A Closer Look

• Sharing her strengths with other professionals, Lisa frequently presents on topics such as risk management, credit analysis, and ASC Topic 740. 
• Lisa has facilitated cost segregation tax planning strategies for numerous clients.  
• Actively involved in industry associations, Lisa is a member of the AICPA, MICPA, Association of Certified Fraud Examiners, and Community Bankers of Michigan. 

Licensed in Michigan and Florida.