Lori has practiced public accounting since 1999. She specializes in business taxation for corporations and partnerships, primarily in the energy and manufacturing and distribution industries. Lori focuses in areas unique to private equity investments, including maintenance of IRC Section 704(b) capital accounts, targeted capital computations, and IRC Section 704(c) considerations. She has an additional focus in ASC 740 accounting for income taxes.
Lori began her career at a Big Four firm and spent two years as director of tax in private industry.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.