Houston, TX (July 18, 2019) – Lori Morales, CPA and Tax Partner, has been selected to serve on the 2019-2020 AICPA Women’s Initiatives Executive Committee (WIEC).
The WIEC members work closely with AICPA staff to produce necessary and appropriate resources, as well as prepare for speaking engagements on the subject around the country. They are dedicated to executing the WIEC’s mission and vision and spreading the message for the need of women’s initiatives, according to the AICPA website.
“Our mission is to promote and support the success of women to advance the profession together. I’m honored to represent my firm on the committee and look forward to what we will accomplish,” said Lori.
Lori serves as a tax partner in Calvetti Ferguson’s Houston office with over 20 years of experience in public accounting. Her primary focus is to advise family-owned and middle-market companies on how to navigate the intricacies of federal and state tax compliance. Additionally, she assists clients with tax planning, succession planning, business expansions, and mergers and acquisitions. Lori advises companies in many industries including energy, manufacturing, real estate, construction and professional services. To learn more about Lori, click here.
Contact Us
You need a dynamic firm to propel your business forward, and we’ve got the experience, energy, and approach to take your organization to the next level. From new business ventures to established organizations, we can get you where you want to go.
Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals across the country. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team stands ready to assist you. Please complete the form below, and we will follow up with you shortly.