Lidia P. Longa, CPA, MST
Partner
"We believe in being proactive instead of reactive."
The Background
Public Accounting Specialist
Lidia Longa is a partner with Gerson Preston and has over 25 years of experience in the public accounting profession specializing in the areas of income, estate, trust, and corporate tax planning and compliance for domestic and international clients. She primarily focuses on working with high-net-worth individuals and owners of closely held businesses.
She 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 and works to develop new opportunities and tax strategies to expand their financial growth while minimizing income, state, gift, and estate taxes. She also works closely with her clients when they sell their businesses.
Primary Focus
- She primarily focuses on working with high-net-worth individuals and owners of closely held businesses
We're here for you.
Get in touch with us today to begin the conversation.
EXPERIENCE
Professional Sports Financial Advisor
Lidia also works with professional athletes to help them achieve short-term and long-term financial goals. She 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 them in reaching their financial goals.
