Lori specializes in wealth planning and consulting for high net worth individuals and family groups, as well as closely held businesses. She acts as a trusted advisor to her clients, assisting them in all phases of business and wealth planning – including income tax planning, estate and gift tax planning, resolution of IRS tax disputes, and consulting for acquisition and sale of businesses. She serves clients in agriculture, retail, manufacturing, wholesale, real estate, and professional services, and provides tax planning and compliance services for individuals, partnerships, trusts, estates, and corporations.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants (former member and chair of the Northwest Tax Institute Task Force)
American Bar Association
Washington State Bar Association (member of the Estate & Gift Tax Committee)
Education
Bachelor of Arts in Business Administration (Accounting), University of Washington
Doctor of Jurisprudence, Willamette University College of Law
Professional Certifications
Certified Public Accountant
Lori enjoys boating with her husband, family and friends on their Sea Ray, cruising the San Juan and Canadian Gulf Islands, and “sail gating” at Husky football games. She says she bought her chocolate lab “Boston” at a live auction without asking her husband (this worked out though because she swears he actually IS the best dog in the world!). Lori says her favorite thing about her job is helping her clients navigate complex tax rules, and being their trusted advisor
