LORI E WEIGANT, CPA
LICENSES:
Certified Public Accountant, California, 1984 to present
EDUCATION:
California State University, Chico
BS, Business Administration/Accounting, 1981
AREAS OF EXPERIENCE:
- Tax planning and preparation, personal financial planning,
estate planning, and business management and consulting.
Also experienced in retirement plan administration,
computer consulting, tax and financial projections,
and financial reporting.
- Received Certificate of
Educational Achievement for Completing AICPA Program “Tax
Planning and Advising for Closely Held Businesses”,
1999
|
Lori Weigant, CPA
|
PROFESSIONAL WORK EXPERIENCE:
Maryanov, Madsen, Gordon & Campbell, CPA’s,
Palm Springs, CA, 1985-2001
Partner/Shareholder, 1995-2001
Senior Accountant-Supervisor-Manager, 1985-1995
Lotspeich, Samuels & Company, CPA’s, Chico,
CA 1982-1985
Staff Accountant
Roy Carrington, Public Accountant, Chico, CA, 1980-1982
Staff Accountant/Intern
PROFESSIONAL AFFILIATIONS:
American Institute of Certified
Public Accountants, 1985-present
AICPA - Tax
Section Member, 1995-Present
California Society of Certified Public Accountants, 1985-present
Desert Alliance of Professional Women; 1992-present
Past
President; Past Treasurer; Charter Member
Desert Estate Planning Council, 1995-present
CIVIC AND COMMUNITY ACTIVITIES:
Athena Entrepreneur Award Recipient - 2004
Palm Springs Public Arts Commission, 2000 - 2005
Palm Springs Chamber of Commerce
Desert Roundtable
BACKGROUND:
Lori worked
in her family’s
business, “Darlene’s Candies”, a retail
Candy & Ice Cream store, from 1974-1982. Her experience
in the family owned business as assistant manager provided
a solid foundation for her work as a Certified Public
Accountant. This background also served to enhance her
skills in providing pragmatic financial advice to both
her individual and business clients.
|
