​Our guest today is Lori Roberts, Tax Director at PBMares. She leads the PBMares’ State and Local tax efforts, also known as SALT.

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. In this podcast, Lori talks about PTET, or Pass-Through Entity Taxation.