Lori Rothe Yokobosky, CPA, MST, Partner, Practice Leader, Exempt Organization Tax Services, is a partner in CohnReznick’s Parsippany office with more than 20 years of experience in the field of public accounting. Lori has dedicated the past ten years of her career to the Firm’s Not-for-Profit and Education Industry Practice where she helps her clients address a variety of tax issues. Within this practice, she specialized in working with associations, higher education institutions, private foundations, affordable housing entities and healthcare organizations.
Lori has not-for-profit expertise in ASC 740-10 (FIN 48) analyses and the reporting requirements governing contributions, compensation of board members, trustees and key employees, unrelated business taxable income, lobbying costs, and the public support test.
Believing strongly in a hands-on approach, Lori is proactive in addressing her clients’ needs and concerns by continually challenging them with new planning ideas and initiatives. As part of her proactive management style, she has been successful in structuring and restructuring tax exempt organizations. Lori’s strong tax background helps her seek strategies on revenue transactions that would help her clients minimize their potential tax burden. |  |