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Windes Welcomes Lori Moore as Tax Partner in its Estate & Trust Practice

Lori Moore

Lori Moore, CPA
Tax Partner, Estate & Trust Practice

Windes is pleased to announce the addition of Lori Moore as Partner in its Tax department. Lori has nearly 20 years of experience in public accounting, specializing in estate and trust tax planning, consulting, and compliance for high-net-worth individuals and families, and will be an integral part of the firm’s robust Estate and Trust practice.

“I am honored and excited for the opportunity to work with the exceptionally talented team at Windes,” says Lori. “I’m looking forward to being a part of the journey of excellence and top-notch client service that Windes provides.”

Lori has extensive expertise consulting on family mission, vision, and values for multi-generational families and establishing processes and procedures for family-owned companies’ corporate accounting and finance divisions.

Drawing from her wealth of estate and legacy planning knowledge, Lori utilizes a vast array of tax and financial tools to help clients plan for the future. From inheritance planning and charitable gifting strategies to family income protection and wealth accumulation strategies, Lori ensures that clients’ wishes are carried out, protecting their legacy and assets for future generations.

Lori holds a Bachelor of Science in Business Administration, with a concentration in Accounting, Financial Tracking, and Reporting, from the University of Michigan at Dearborn. She is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the Michigan Association of Certified Public Accountants.

“Lori’s addition to our Estate and Trust practice will play a pivotal role in elevating our client services to new heights,” says Managing Partner James Cordova. “Her remarkable expertise in legacy planning for high-net-worth families and their companies brings exceptional opportunities and dynamically integrates with so many of the firm’s current and upcoming service offerings. We look forward to the positive impact she will have at Windes.”

Welcome to the firm Lori!

View Lori’s Press Release

For more information, please contact Windes marketing at info@windes.com or toll-free at 844.4WINDES (844.494.6337).

 

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