Industry Expertise
Biography
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.
Selected Speaking Engagements
- Tax Considerations in Oil & Gas Valuations
(AICPA/PDI Oil & Gas Conference, November 2017) - IPO Readiness for Energy Companies
(Enercom, March 2017) - Hot Topics in Taxes – Something for Everyone
(Accretive Solutions Learning Series Event, March 2016) - Financial Reporting and Tax Implications of Acquisitions and Divestitures
(COPAS of Dallas, September 2015)
Professional Affiliations
- Board Member, North American Petroleum Accounting Conference
- Member, Council of Petroleum Accountants Societies
- Member, Texas Society of Certified Public Accountants
- Member, American Institute of Certified Public Accountants
- Member, Texas Tech Alumni Association
Education
- BS, business administration, Texas Tech University
- MS, accounting, Texas Tech University