Lori Roberts leads the firm in providing state and local taxation (SALT) consultation and compliance services for clients, as well as assisting other PBMares professionals with SALT-related concerns. With a deep knowledge of state, local and federal taxation issues and how they relate to each other, Lori is adept at helping many types of clients find the best answers to their business and tax situations while remaining fully compliant and taking a proactive approach to maximizing tax benefits. She holds both CPA and CGMA designations.
In addition to her professional work, Lori offers her financial and leadership talents to civic and religious organizations. An active volunteer and former Rotarian, Lori contributes to mission activities with Rising Hope Mission in Alexandria, Virginia.
PROFESSIONAL ASSOCIATIONS:
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants, Tax Advisory Committee
EDUCATION:
- Bachelor of Science in Accountancy from Northern Illinois University in DeKalb, Illinois
- Master of Science in Business Administration from Boston University Metropolitan College in Boston, Massachusetts
ARTICLES:
PTETs: Considerations & Planning Opportunities
In a previous article, we outlined the background, benefits, and challenges of PTE tax (PTET) regimes. In this article, we address core considerations and planning opportunities.
A New Frontier in State Taxation: Pass-Through Entity Tax
Designed to eliminate the adverse impacts of the SALT cap, the Pass-Through Entity Tax (PTET) is an optional state income tax that taxpayers may elect to use. However, before deciding whether a PTET election is the right move, there are a variety of issues to consider.
Webinar Recording | Pass-Through Entity Tax: A New Frontier in State Taxation
Watch the recording from our December 7th webinar for insights on the Pass-Through Entity Tax (PTET), an optional state income tax that Pass-Through Entity taxpayers may elect to use.
Navigating Maryland’s New Sales Tax on Digital Products
Maryland businesses are getting caught by surprise by a recently enacted law that subjects digital products to sales tax. Digital products may include movies, books, software, and online training and it’s not always straightforward to determine what’s taxable.
New Workarounds for $10,000 SALT Cap for Pass-Through Entities
The SALT cap has been a contentious issue ever since it was passed as part of 2017’s Tax Cuts and Jobs Act.