Lori Rothe Yokobosky
MST, Partner & Exempt Organizations Tax Services Leader – CohnReznick Advisory LLC
Lori Rothe Yokobosky is a partner in the Parsippany office and serves as the Exempt Organization Tax Services Practice Leader. She has more than 20 years of experience in the field of public accounting. Lori has dedicated the past ten years of her career to the Not-for-Profit and Education practice, where she helps her clients address a variety of tax issues. Within this practice, she specialized in working with associations, higher education institutions, private foundations, affordable housing entities and healthcare organizations.
Experience and credentials
Certified Public Accountant
Has not-for-profit expertise in ASC 740-10 (FIN 48) analyses and the reporting requirements governing contributions, compensation of board members, trustees and key employees, unrelated business taxable income, lobbying costs, and the public support test
Proactive in addressing her clients’ needs and concerns by continually challenging them with new planning ideas and initiatives
As part of her proactive management style, she has been successful in structuring and restructuring tax exempt organizations
Strong tax background that helps her seek strategies on revenue transactions that would help her clients minimize their potential tax burden
Named as one of the Best 50 Women in Business by NJBIZ in 2022
Education
B.S., Accounting – William Paterson University
M.S.T., Taxation – Villanova University
Professional affiliations
American Institute of Certified Public Accountants – Exempt Organizations Taxation Technical Resource Panel Member
New Jersey Society of Certified Public Accountants
Morris County Chamber of Commerce Women in Business Committee – Former Chairwoman
The Friends of the Jacobus Vanderveer House Board of Trustees – Former Treasurer of The Friends' Board
Our Lady of Mount Carmel – Finance Committee Member
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