Lori J. Baker
Of Counsel at Baker Holtz CPAs and Advisors
- Role
- of Counsel at Baker Holtz
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Lori J. Baker
In my role as Of Counsel at Baker Holtz, I devote my time to new business development and…
Experience
of Counsel
Jan 2017 — Present · Grand Rapids, MI, US
Originally formed in 1979, Baker Holtz focuses on the needs of closely-held businesses, their owners and others seeking trusted advisors in financial and tax matters.We understand our clients’ need for a trusted advisory relationship that helps meet the unique demands and challenges they face. Our ability to do this starts with having talented people in place who have the skills and training to deliver professional advice and superior service. The expertise of our professional associates includes:Business ConsultationAccountingTax Planning and PreparationEstate PlanningFraud Prevention
Education
Aquinas College - Grand Rapids
BSBA
Davenport University
AS
Skills
- Auditing
- Financial Planning
- Non-Profits
- Estate Planning
- Esop
- Gift Tax
- S Corporations
- Family Business
- Divorce Consulting
- Estate Tax Planning
- Business Advising
- Cpa
- Cash Flow
- Financial Statements
- Divorce
- Succession Planning
- Nonprofits
- Partnership Taxation
- Closely-Held Business Advising
- Tax Preparation
- Tax Research
- Accounting
- Retirement
- Strategic Financial Planning
- Small Business
- Tax Planning
- Accredited Estate Planner
- Corporate Tax
- Property Tax
- Tax
- Trust Services
- Mergers & Acquisitions
- Fraud
- Personal Property Tax
- Financial Planners
- Trusts
- Financial Advisory
- Individual Taxation
- Multi-State Tax Nexus Planning
- High Net Worth Individuals
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