Jon M. McDowell, managing partner of BKD, LLP’s San Antonio office is pleased to announce the addition of Lori Place as a manager in tax.
Place has more than 20 years accounting and taxation experience, specializing in individual, fiduciary and transfer tax. She is also involved in tax planning and training.
Before joining BKD, Place worked with several local and regional firms in Austin and San Antonio, serving as a tax manager and overseeing the preparation of individual and fiduciary income tax returns, federal estate returns, and gift tax returns. She has worked with a number of high net-worth individuals and attorneys helping them with tax and wealth transfer planning.
Place is a member of the American Institute of Certified Public Accountants, Texas CPA Society, San Antonio Chapter, and the San Antonio Estate Planners Council. She is a graduate of The University of Texas at Austin, with a Master in Professional Accounting degree in Taxation, as well as a Bachelor of Pharmacy degree from South Dakota State University.
BKD is the top-tier U.S. CPA and advisory firm that delivers its experience and service with a deep understanding of your business, your needs and what it takes to improve your business performance. BKD’s approximately 2,000 personnel, including approximately 250 partners, are based in 32 offices serving clients in 50 states. To learn more, visit www.bkd.com.
Praxity, AISBL, a global alliance of independent firms, enhances BKD’s ability to serve the dynamic needs of multinational clients. Praxity™ provides the gateway to tax, assurance and consulting services delivered by alliance firms committed to the highest standards required in international business.