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 skills and cooperative nature help facilitate and expedite the planning process and ensure her clients the best solution and a smooth transition.  Lora’s team approach allows her to implement the most appropriate plan.



Lora Murphy

Lora Murphy, CPA, CFP

Manager
 
Wipfli LLP Headquarters
10000 Innovation Dr.
Suite 250
Milwaukee, WI  53226
Tel: (414) 259-6764
Fax: () -0000
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 Financial Planner (CFP) designation
  • Certified Public Accountant (CPA) designation
  • University of Wisconsin - Milwaukee; bachelor of business administration degree in accounting