Lora Murphy, CPA, CFP

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. A true partner, Lora works with her clients’ attorneys, insurance representatives, and financial advisors to identify and address their needs. Her keen listening and cooperative nature help facilitate and expedite the planning process and ensures her clients the best solution and a smooth transition. Lora’s team approach allows her to implement the most appropriate plan. 

Lora has worked in the Milwaukee area in public accounting and financial services since 1993. She focuses on all aspects of financial planning and works with estate administration and surviving spouses. Leveraging her financial services background, Lora educates her clients and offers solutions to satisfy their needs.

Lora was a featured speaker at the Wisconsin Institute of Certified Public Accountants Tax Conference in 2005. She spoke about choosing a retirement plan for small businesses.

Professional Organizations and Activities
Lora is a member of the American Institute of Certified Public Accountants (AICPA), the Wisconsin Institute of Certified Public Accountants (WICPA), and the Financial Planning Association (FPA). She is an officer of the Milwaukee Estate Counselors Forum and director of the Waukesha County Estate Planning Council.