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.
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
Identification37DateMay 19, 2015IRS 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
Director, Employee Plans Examination, Internal Revenue ServiceDirector, Office of Enforcement, U.S. Dept. of Labor - EBSAPresident and General Counsel, Actuarial Benefits & Design CompanyMartha Sadler, CPC, ERPAExecutive Vice President, Verisight$49Standard Price
Identification54DateMay 19, 2015This 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
Director, Employee Plans Examination, Internal Revenue ServiceLyssa E. Hall, JD, LLMDirector, Office of Exemption Determinations, U.S. Department of Labor (EBSA)Director, Office of Enforcement, U.S. Dept. of Labor - EBSADirector, Employee Plans, Internal Revenue ServiceIan Dingwall, CPAChief Accountant, Employee Benefits Security Administration (EBSA)$49Standard Price
Identification54DateMay 19, 2015This 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
Director, Employee Plans Examination, Internal Revenue ServiceLyssa E. Hall, JD, LLMDirector, Office of Exemption Determinations, U.S. Department of Labor (EBSA)Director, Office of Enforcement, U.S. Dept. of Labor - EBSADirector, Employee Plans, Internal Revenue ServiceIan Dingwall, CPAChief Accountant, Employee Benefits Security Administration (EBSA)
Identification37DateMay 19, 2015IRS 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
President and General Counsel, Actuarial Benefits & Design CompanyDirector, Employee Plans Examination, Internal Revenue ServiceDirector, Office of Enforcement, U.S. Dept. of Labor - EBSAMartha Sadler, CPC, ERPAExecutive Vice President, Verisight
Identification4DateDecember 7, 2015This 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
Jason E. Russell, JD LLMManaging Director, Global Employer Services, Deloitte Tax LLPDirector, Employee Plans Examination, Internal Revenue ServiceSenior Tax Analyst, Internal Revenue Service$49Standard Price
Identification4DateDecember 7, 2015This 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
Director, Employee Plans Examination, Internal Revenue ServiceJason E. Russell, JD LLMManaging Director, Global Employer Services, Deloitte Tax LLPSenior Tax Analyst, Internal Revenue Service
Identification23DateMay 10, 2016The IRS and DOL have very active enforcement examination programs…Speakers
President and General Counsel, Actuarial Benefits & Design CompanyActing Regi, Employee Benefits Security Administration - San Francisco Regional OfficeDirector, Employee Plans Examination, Internal Revenue Service$49Standard Price
Identification61DateMay 11, 2016This is a great opportunity to ask questions of government agency representatives who administer ERISA…Speakers
Director, Employee Plans, Internal Revenue ServiceDirector, Employee Plans Examination, Internal Revenue ServiceActing Regi, Employee Benefits Security Administration - San Francisco Regional OfficeIan Dingwall, CPAChief Accountant, Employee Benefits Security Administration (EBSA)$49Standard Price
