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.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.