Windes Admits New Tax Partner

Moore

Long Beach, Calif.-based Windes has admitted Lori Moore as a tax partner in its estate and trust practice.

Moore 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.

“Lori’s addition to our estate and trust practice will play a pivotal role in elevating our client services to new heights,” says MP 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.”

 

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