Lisa Brugman

Lisa Brugman Email and Phone Number

Transforming Equity Comp and Real Property Asset Complexities by Maximizing Tax and Financial Opportunities for You. @ Lisa Brugman EA & Associates
Lisa Brugman's Location
Orange County, California, United States, United States
About Lisa Brugman

A dynamic and innovative business professional with extensive cross-industry skill set, who is currently an independent consultant that performs advisory, review and ongoing inspection and auditing for small and mid-size businesses. Services include full review of human resource structure including hiring practices, talent management and benefits structure and deployment. Also, inspection and auditing of sub-units for conformity to corporate standards. Advise on errors and absent metrics. Additionally, is vested with extensive experience analyzing, advising, and developing wealth management strategies, as well as advanced tax planning strategies for individuals and business clients. Acts as expert for designing advanced business management strategies including benefits analysis and bottom line modification through employee welfare implementation. Demonstrates sales capabilities through network and relationship building efforts and a commitment to customer service. Has experience coordinating group efforts as well as independent endeavors. Further, is established with extensive experience in inside and field underwriting, claims processing, administration and adjudication. Helps to develop and implement effective process management for the investigation, analysis, resolution, and subrogation of claims.Specialties: Leadership • Tax Planning Expert • Sales Market Analysis • Uncovered/ Non-covered Insurance Expense Strategist • Business Development • Revenue Development • Policy & Proc Development & Execution • Compliance • Strategic Planning • Claims Underwriting • Claims Administrations and Adjudication • Strong Work Ethic • Team Development • Mentoring • Excellent Interpersonal Skills • Adept Presenter/Trainer • Proficient Analysis • Adept Professionalism • Credibility • Integrity • Training Consistent & Accurate • Persistent Execution • Investigative Acumen • Wealth Management

Lisa Brugman's Current Company Details
Lisa Brugman EA & Associates

Lisa Brugman Ea & Associates

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Transforming Equity Comp and Real Property Asset Complexities by Maximizing Tax and Financial Opportunities for You.
Lisa Brugman Work Experience Details
  • Lisa Brugman Ea & Associates
    Business Owner
    Lisa Brugman Ea & Associates Nov 2017 - Present
    I have spent the entirety of my professional career, nearly 30 years, in the tax and financial service industry. I have a deep understanding of the tax code and have extensive experience helping thousands of people fight audits from the IRS. My all-encompassing tax and financial expertise elevates my understanding of all of the complicated ways tax strategy ties into the financial realm.* I am an Enrolled Agent. This means that I can prepare taxes, advise on tax situations and represent clients in situations before the IRS and state taxing agencies. Understanding how your money is taxed is key to managing your money.* I am a Financial Money Manager. This means that I can help you plan for financial goals like college, a wedding, starting a business, expanding a business, or managing a financial portfolio to meet your retirement goals. Let’s talk about what I can do for you.* I am a Certified Estate Advisor. This means that I can review your entire circumstance and offer options for protecting your estate, transferring assets, estate conservation, business continuation, and tax management at all stages of life.*I am a Trainer. This means that I can come to your office or company to advise and instruct your employees on a myriad of financial and tax topics. I offer seminars on taxes and finance to businesses and social organizations.
  • Taxaudit
    Corporate Trainer
    Taxaudit Aug 2021 - Present
    Folsom, Ca, Us
    TaxAudit seeks to provide our Members with the finest income tax audit representation and the best taxpayer education available while minimizing the stress involved in dealing with the IRS or any tax authority. If you receive ANY kind of correspondence from the IRS or other tax authority, we can help and advise on the best course of action. We can even do all of the work.We deal with the IRS so you don't have to.TaxAudit - Audits Happen. Be Prepared.®
  • Taxaudit
    Audit Representative/ Tax Pro
    Taxaudit Jan 2018 - Present
    Folsom, Ca, Us
  • Bankers Life And Casualty Company
    Manager / Unit Field Trainer / Client Consultant/ Claims Administrator
    Bankers Life And Casualty Company Apr 2013 - Sep 2014
    Chicago, Illinois, Us
    Presented educational seminars and sales solicitations in the Senior and Retirement Marketplace. Trained insurance agents. Reviewed client scenarios; administered and maintained client databases; ensured compliance with insurance regulations.• Directed advanced training for representatives in the areas of personal development and entrepreneurialism, as well as client management and retention.• Hosted quarterly client and co-worker seminars and workshops. Includes Adobe & PowerPoint presentations.• Chief field underwriter reviewing and processing insurance claims, evaluating for completeness and adherence to policy protocols.
  • Blue Coast/ Awm, Inc.
    Director, Risk Mgmt & Business Advisor, New Consultant Recruiter
    Blue Coast/ Awm, Inc. Mar 2007 - Feb 2013
    Strategic Consulting Firm specializing in advanced business planning, cost reduction evaluation and efficiency studies, advanced tax management, and infrastructure realignment for small and medium sized companies. Charged with recruitment and training of new consultants.• Ranked in top 25% of company consultant groups for first year with Blue Coast out of thousands of consultants nationwide.• As Director, reviewed and processed insurance claims, evaluating for completeness and adherence to policy protocols. Reviewed all branch representative paperwork and application submissions to ensured completeness, compliance with securities and insurance regulatory organizations.
  • New York Life Insurance Company
    Client Investment Services & Insurance Agent
    New York Life Insurance Company Jun 2009 - Mar 2010
    New York, New York, Us
    Investment & Insurance Advisor specializing in advanced business planning for small and medium sized companies, and advanced estate, tax and retirement planning for individuals and families.• Continued my professional source referrals network, offering opportunities in target market.
  • Advisors Wealth Management, Inc.
    Owner, Registered Principal, Vp Client Services
    Advisors Wealth Management, Inc. Mar 2007 - Jan 2010
    -Boutique Advisory firm specializing in advanced business planning for small and medium sized companies as well as affluent clients. Created unique infra-structure realignment plans; unique HR benefit packages improving the executive packages while still maintaining employee 401k strategies, and advanced tax management strategies. Keeping an out of the box mind set to advance the goals of all clients.-Manage client investment portfolios, review current circumstances, and adjust financial strategies for >150 small and mid-sized businesses, as well as senior affluent clients.• Masterminded process to increase client retention and referrals to grow client base by 15% in the first year, and increased assets under management to $15M.
  • Colonial Supplemental Insurance
    Insurance Sales Agent
    Colonial Supplemental Insurance 2002 - 2009
    Worked with small and mid-size business owners to add benefits for their employees that helped the employee perform better and helped the company's bottom line. Presented seminars on health and wellness and the connection to positive work performance.• Advanced my professional source referrals network to access the opportunities in the target market.
  • Trilogy Financial Services
    Manager / Senior Investment Executive
    Trilogy Financial Services Jan 2000 - Mar 2007
    Irvine, California, Us
    Financial services firm serving the western region of the United States.Senior Investment Executive/Insurance Sales Agent • 2003-2007Sustained 380 clients’ investment portfolios, evaluated their current circumstances and changing their financial strategies appropriately.• Created a professional source referrals network, offering opportunities in target market.• Ranked in top 10% of company producers, averaging 3 cross-selling product sales per client, cross-selling securities, and insurance with, among others, tax, estate, and mortgage products.Management Trainee/Investment Executive/Insurance Sales Agent • 2000-2003Recruited, coached, and supervised newly hired representatives in securities and insurance, ensuring they passed all regulatory and licensing exams. Instructed trainees in product usage, basic planning, portfolio strategies, and identifying client needs. Reviewed representative’s proposals for clients, and checked product sponsor and broker paperwork for completeness and compliance. • Ascended, as first female, to manager for the Trilogy West Covina office.• Built client base of nearly 180 clients.• Mentored and managed the #2 managing group of 5 representatives, creating gross revenue of $75K in a month’s time.• Accomplished 76% first-time test pass ratio of new hire representatives.
  • Aflac
    Insurance Sales Agent
    Aflac 2000 - 2002
    Columbus, Ga, Us
    Worked with small and mid-size business owners to add benefits for their employees that helped the employee perform better and helped the company's bottom line. • Created a professional source referrals network to access the opportunities in the target market.
  • Enterprise Rent-A-Car/ Elco Liability Administration
    Representative/ Marketer/ Claims Administrator
    Enterprise Rent-A-Car/ Elco Liability Administration Jun 1994 - Jan 2000
    St. Louis, Mo, Us
    Managed day-to-day operation of rental location, including P&L management, personnel, marketing, and customer service. Administered 3rd party liability claims for auto rental division. Senior claims adjuster, complete case management including evaluation of property damage and personal injury claims including adjustment, settlement negotiation, litigation and subrogation. Among elite group of senior adjusters handling highly complex cases involving multiple claimants and litigation.• Grew auto repair shop and dealership service referrals 27% in first year at Enterprise.• Increased rental revenue 38% by increasing supplemental coverage sales, and reducing bad debt.• Worked to create a structure for the efficient dispensation of cases through evaluation, to negotiation, and to final settlement. This caused litigated case files to drop below 15%

Lisa Brugman Education Details

  • Cal State Fullerton, College Of Business And Economics
    Cal State Fullerton, College Of Business And Economics
    General
  • John Paul Catholic University
    John Paul Catholic University
    Theology And Philosophy
  • Augustine Institute
    Augustine Institute
    Business/ Sacred Scripture

Frequently Asked Questions about Lisa Brugman

What company does Lisa Brugman work for?

Lisa Brugman works for Lisa Brugman Ea & Associates

What is Lisa Brugman's role at the current company?

Lisa Brugman's current role is Transforming Equity Comp and Real Property Asset Complexities by Maximizing Tax and Financial Opportunities for You..

What schools did Lisa Brugman attend?

Lisa Brugman attended Cal State Fullerton, College Of Business And Economics, John Paul Catholic University, Augustine Institute.

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