Lora Murphy, CPA, CFP, CDFA

Manager

As a tax manager, Lora Murphy leads a dynamic group of tax professionals, delivering viable solutions in the areas of tax planning and compliance and estate and retirement planning.  She develops tax strategies for closely held businesses and high-net-worth individuals.  She understands the income and estate tax consequences of long-range planning.  
 
Lora’s collaborative nature and expertise allow her to help clients navigate the complex financial consequences of major transitions, including the sale of a business and divorce. As a Certified Divorce Financial Analyst (CDFA™), she has ample experience collaborating with attorneys, insurance representatives and other professionals to find the best solutions for her clients when the need for a smooth transition arises.
 
In addition to her advisory work, Lora is also a principal and senior financial advisor with Wipfli Hewins, through which she serves as a member of the firm’s ownership team.  As a seasoned financial advisor, Lora Murphy has served clients for more than 20 years, developing rewarding partnerships along the way.
 



Lora Murphy

Lora Murphy, CPA, CFP, CDFA

Manager
 
Wipfli LLP Headquarters
10000 Innovation Dr.
Suite 250
Milwaukee, WI  53226
Tel: (414) 259-6764
lmurphy@wipfli.com
 
Areas of Expertise
  • Individual, trust, estate, and small business tax return compliance
  • Financial and estate planning
  • Business succession planning
  • Stock option planning
  • Collaborative divorce financial specialist

Education
  • Certified Divorce Financial Analyst (CDFA) designation
  • Certified Financial Planner (CFP) designation
  • Certified Public Accountant (CPA) designation
  • University of Wisconsin - Milwaukee; bachelor of business administration degree in accounting