Background & Experience

Lori Kirk, a Shareholder with KatzAbosch, joined the firm in 1989. She is the Chairperson of the firm’s Estate Administration Services Group and a member of the Tax Department.

Education

  • Catonsville Community College, Associate of Arts, Accounting
  • University of Baltimore, Bachelor of Science, Accounting

Areas of Specialization

Lori provides a full range of accounting and tax services for clients, including:

  • Estate, gift, and trust taxation
  • Estate administration & gift planning
  • Retirement plan distributions
  • Individual income taxation and planning

Professional Designations

  • Certified Public Accountant, 1989

Professional Affiliations and Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA), Estate, Gift, and Trust Committee Member
  • Perry Hall Presbyterian Church, past Chairperson Finance Committee
  • Heritage Montessori School PTA, Past Treasurer
  • Maryland 4-H Program, Club Leader