Partner, Gerson Preston
With over 25 years of experience in the public accounting profession, Lidia has practiced in areas of income, estate, trust, and corporate tax planning and compliance for domestic and international clients. She specializes in working with high net worth individuals and owners of closely held businesses.
Lidia combines her broad experience with her technical knowledge to meet each client’s unique needs by providing a complete range of consulting services. She serves her clients proactively, in a timely manner, and works to develop new opportunities and tax strategies to expand their financial growth while minimizing income, state, gift and estate taxes.
She works closely with her clients when they sell the businesses. She has a broad experience in tax consulting for individuals working abroad and their related entities that hold international business interests and offshore investments. Lidia also works with professional athletes to help them achieve short-term and long-term financial goals. She understands her clients’ needs and objectives.
Lidia acts as a liaison with the client’s business managers, attorneys, investment professionals and insurance advisors to develop proactive plans that will enhance their personal wealth and assist with reaching their financial goals.