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 on 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.
- North American Petroleum Accounting Conference
- Council of Petroleum Accountants Societies
- Texas Society of Certified Public Accountants (TXCPA)
- American Institute of Certified Public Accountants (AICPA)
- Texas Tech Alumni Association