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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Lori Specht

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Education

University of Florida, Fisher School of Accounting - Masters Degree

Overview

Over 26 years of experience, with the last 19 focused in physician practices. Practices in the tax and consulting arena and also has experience in performing GAAP audits for closely held businesses. Experience includes federal, state, and local tax compliance, tax planning, outsourcing, and consulting.

Speaking engagements

Upcoming

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Recent

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Resources

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In the community

Member of the AICPA Member of the FICPA Board of Trustees Member - Montverde Academy, Inc.