Lisa J. Beard

Director, Employee Plans Examination, Internal Revenue Service

Lisa J. Beard-Niemann is the Director of Employee Plans, Examinations, within the Tax Exempt & Government Entities Division (TEGE) of the IRS. She is responsible for overseeing the national compliance enforcement programs for qualified retirement plans.

Lisa was previously with the Large Business and International Division (LB&I). She served as both the Assistant to the Industry Director, Global High Wealth, and the Assistant to the Director of Advance Pricing Mutual Agreement, Office of Transfer Pricing, International.

Prior to joining LB&I, Lisa was the Program Manager for TEGE Government Entities. Lisa also served on the staff of the Deputy Commissioner for Services and Enforcement where she was responsible for the coordination and oversight of the service wide legislative implementation plan.

Lisa began her career with the Internal Revenue Service in 1987 as a Revenue Agent and International Examiner. Lisa spent ten years in the LMSB International Tax Treaty Division leading US negotiations on double taxation cases and Advance Pricing Agreements. In 2004, Lisa joined SB/SE Offshore Abusive Transactions and subsequently began her management career.

Lisa holds degrees in Business Administration and Management from Salisbury University, and Accounting from the University of Maryland. Lisa is a Certified Public Accountant, licensed in Virginia. She resides in Maryland with her husband, daughter and a spoiled chocolate lab.




Appearances

  • Thumbnail for IRS and DOL Enforcement Exams From A to Z
    Identification
    37
    Date
    May 19, 2015
    IRS and DOL enforcement examinations are becoming more prevalent. IRS and DOL coordinate in key areas. Practitioners need to develop appropriate skills for assisting a client with these examinations. Learn how to prepare for an exam, how to conduct a proper pre-exam review and survive the exam…

    Speakers

    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Mabel Capolongo
    Director, Office of Enforcement, U.S. Dept. of Labor - EBSA
    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Martha Sadler
    Martha Sadler, CPC, ERPA
    Executive Vice President, Verisight
    $49
    Standard Price
  • Thumbnail for Ask the Regulators
    Identification
    54
    Date
    May 19, 2015
    This is a great opportunity to ask questions of government agency representatives who administer ERISA. Be sure to complete your question card in advance of the session and drop it off at the registration desk…

    Speakers

    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Lyssa Hall
    Lyssa E. Hall, JD, LLM
    Director, Office of Exemption Determinations, U.S. Department of Labor (EBSA)
    Speaker Image for Mabel Capolongo
    Director, Office of Enforcement, U.S. Dept. of Labor - EBSA
    Speaker Image for Rob Choi
    Director, Employee Plans, Internal Revenue Service
    Speaker Image for Ian Dingwall
    Chief Accountant, Employee Benefits Security Administration (EBSA)
    $49
    Standard Price
  • Thumbnail for Ask the Regulators
    Identification
    54
    Date
    May 19, 2015
    This is a great opportunity to ask questions of government agency representatives who administer ERISA. Be sure to complete your question card in advance of the session and drop it off at the registration desk…

    Speakers

    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Lyssa Hall
    Lyssa E. Hall, JD, LLM
    Director, Office of Exemption Determinations, U.S. Department of Labor (EBSA)
    Speaker Image for Mabel Capolongo
    Director, Office of Enforcement, U.S. Dept. of Labor - EBSA
    Speaker Image for Rob Choi
    Director, Employee Plans, Internal Revenue Service
    Speaker Image for Ian Dingwall
    Chief Accountant, Employee Benefits Security Administration (EBSA)
  • Thumbnail for IRS and DOL Enforcement Exams From A to Z
    Identification
    37
    Date
    May 19, 2015
    IRS and DOL enforcement examinations are becoming more prevalent. IRS and DOL coordinate in key areas. Practitioners need to develop appropriate skills for assisting a client with these examinations. Learn how to prepare for an exam, how to conduct a proper pre-exam review and survive the exam…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Mabel Capolongo
    Director, Office of Enforcement, U.S. Dept. of Labor - EBSA
    Speaker Image for Martha Sadler
    Martha Sadler, CPC, ERPA
    Executive Vice President, Verisight
  • Thumbnail for Tax Consequences and Considerations
    Identification
    4
    Date
    December 7, 2015
    This interactive session will be a joint presentation between a benefit plan tax practitioner and an IRS senior tax analyst, discussing common tax issues that arise during the annual financial audits of a benefit plan…

    Speakers

    Speaker Image for Jason Russell
    Managing Director, Global Employer Services, Deloitte Tax LLP
    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Mikio Thomas
    Senior Tax Analyst, Internal Revenue Service
    $49
    Standard Price
  • Thumbnail for Tax Consequences and Considerations
    Identification
    4
    Date
    December 7, 2015
    This interactive session will be a joint presentation between a benefit plan tax practitioner and an IRS senior tax analyst, discussing common tax issues that arise during the annual financial audits of a benefit plan…

    Speakers

    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Jason Russell
    Managing Director, Global Employer Services, Deloitte Tax LLP
    Speaker Image for Mikio Thomas
    Senior Tax Analyst, Internal Revenue Service
  • Thumbnail for A Walk Through IRS and DOL Exams
    Identification
    23
    Date
    May 10, 2016
    The IRS and DOL have very active enforcement examination programs…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Klaus Placke - Invited
    Acting Regi, Employee Benefits Security Administration - San Francisco Regional Office
    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    $49
    Standard Price
  • Thumbnail for Ask the Regulators
    Identification
    61
    Date
    May 11, 2016
    This is a great opportunity to ask questions of government agency representatives who administer ERISA…

    Speakers

    Speaker Image for Rob Choi
    Director, Employee Plans, Internal Revenue Service
    Speaker Image for Lisa Beard
    Director, Employee Plans Examination, Internal Revenue Service
    Speaker Image for Klaus Placke - Invited
    Acting Regi, Employee Benefits Security Administration - San Francisco Regional Office
    Speaker Image for Ian Dingwall
    Chief Accountant, Employee Benefits Security Administration (EBSA)
    $49
    Standard Price

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