Lori Myers

Lori Myers

Managing Principal; Private Client Services Southeast Region Co-Leader

JD

BDO West Palm Beach Office

561-207-3214

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Executive Summary

Lori Myers is the Private Client Services (PCS) managing principal for BDO’s South Florida offices, as well as PCS co-leader for the firm's Southeast region. She has more than 20 years of public accounting tax experience, concentrating her practice extensively on closely-held businesses and their owners, high net worth individuals, complex multi-generational families, trust and estate planning and private and operating foundations.

Lori serves clients in various industries including real estate, family office, manufacturing and distribution, health care providers, law firms, professional athletes, high net worth individuals and nonprofit organizations. She works closely with her client’s team of attorneys and financial advisors to provide strategic tax designs.

Lori has participated in various roundtable discussion groups with numerous trust and financial institutions and has been quoted and recognized in local newspapers and magazines.

Professional Affiliations

East Coast Estate Planning Council
Florida Bar, Real Estate Property section member
Palm Beach County Estate Planning Council
Palm Beach Tax Institute, Past President

Education

J.D., Nova Southeastern University
B.S., Accounting and Economics, Babson College

Community Involvement

Advisors for Philanthropic Impact, Treasurer
Jewish Women's Foundation, Trustee