Lori Collingsworth is a Principal at Rogers & Company, and is Director of the Tax Services practice. Lori has over 18 years of experience providing tax, compliance and consulting services to tax-exempt organizations, as well as taxable corporations, partnerships and pass-through entities. Lori oversees all aspects of the firm’s tax compliance and information reporting including preparation, review and quality assurance review of tax returns. She has provided business advisory services to associations, foundations, and other exempt organizations, as well as clients in other industries such as software, government contracting, real-estate, and professional services.
Lori has approximately 20 years of experience with tax-exempt organizations provides our clients with valuable insight into tax compliance and planning, transactional structuring, UBIT considerations, lobbying and political activities, fund-raising and solicitations, international operations, joint ventures and other complex areas affecting tax-exempt organization. She has assisted clients with IRS audits, organizational set ups, and private foundation operation and termination. She has addressed the leadership of numerous associations and other not-for-profit organizations on diverse and complex tax topics such as excise taxes, self-dealing transactions, private letter rulings, taxable expenditures, intermediate sanctions, supporting organizations, public support, reorganizations, and joint cost allocations.
Prior to joining Rogers & Company, Lori worked as a Principal at an international CPA firm, where she also specialized in tax-exempt organizations and general corporate tax compliance. Lori is a licensed Certified Public Accountant in the District of Columbia and Virginia, and is a member of Greater Washington Society of CPAs and the American Institute of CPAs. She graduated from Texas Tech University with a Master of Science in Accounting.