Lori Helmantoler, CPA, MST
Senior Tax Associate
Lori Helmantoler, CPA, MST, recently joined JKC as the firm's Senior Tax Associate. She has a wide range of experience in taxation, financial reporting, budgeting, forecasting, and project management, along with a highly specialized background in estate, trust, gift taxation and high net worth individual taxation. Lori enjoys working with clients and assisting them through her solution-based approach.
Lori also has an extensive educational background including a BA in Accounting from the University of Northern Iowa, an MBA from St. Ambrose University, an MA in Financial Services from College for Financial Planning, and an MST in Taxation from Depaul University.