Ms. Lori Myers

Ms. Lori Myers

South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO

EXPERIENCE

Lori is the Office Tax Managing Principal for the West Palm Beach office. She has more than 20 years of public accounting tax experience, concentrating her practice extensively on closely-held businesses and their owners, high net worth individuals, complex multi-generational families, trust and estate planning and private and operating foundations.

Lori serves clients in various industries including real estate, family office, manufacturing and distribution, health care providers, law firms, professional athletes, high net worth individuals and nonprofit organizations. She works closely with her client’s team of attorneys and financial advisors to provide strategic tax designs.

Lori has participated in various roundtable discussion groups with numerous trust and financial institutions and has been quoted and recognized in local newspapers and magazines.

PROFESSIONAL AFFILIATIONS

Advisors for Philanthropic Impact, Treasurer

East Coast Estate Planning Council

Florida Bar, Real Estate Property section member

Jewish Women's Foundation, Trustee

Palm Beach County Estate Planning Council

Palm Beach Tax Institute, Past President

EDUCATION

B.S., Accounting and Economics, Babson College, Wellesley, MAJ.D., Nova Southeastern University, Fort Lauderdale, FL