Lori Rothe Yokobosky
CPA, MST, Partner & Exempt Organizations Tax Services Leader
Lori Rothe Yokobosky, CPA, MST, Partner, Practice Leader, Exempt Organization Tax Services, is a partner in CohnReznick’s Roseland office with more than 20 years of experience in the field of public accounting. Lori has dedicated the past ten years of her career to the Firm’s Not-for-Profit and Education Industry 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.
Lori 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.
Believing strongly in a hands-on approach, Lori is 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. Lori’s strong tax background helps her seek strategies on revenue transactions that would help her clients minimize their potential tax burden.
B.S., Accounting, William Paterson University
M.S.T., Taxation, Villanova University
The Friends of the Jacobus Vanderveer House Board of Trustees, Treasurer of The Friends' Board
Our Lady of Mount Carmel, Finance Committee Member
American Institute of Certified Public Accountants
New Jersey Society of Certified Public Accountants
National Association of Female Executives
Morris County Chamber of Commerce Women in Business Committee, Former Chairwoman