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Loree B. Dubois , CPA, MBA

Partner, Corporate Tax Services Group

Experience

Experience:

  • Chair of the firm's Corporate Tax Group and Chair of the Healthcare Services Group
  • Over 30 years of experience providing tax advisory services to closely held, medium sized and publicly held businesses, including merger and acquisition planning for both buyers and sellers
  • Works closely with physician group practices on healthcare tax issues and comprehensive income tax planning for individual doctors
  • Advisor to clients in the manufacturing, life science and technology industries.
  • Expertise in large to mid-size entity tax issues including ASC 740, tax planning and compliance

Education:

  • Bachelor of Science in Business Administration, University of Massachusetts
  • Master in Business Administration with a concentration in Taxation, Bentley College

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • ProVisors RI Chapter, Executive Committee

Community

  • Center for Women & Enterprise, former business consultant and teacher
  • Rhode Island Free Clinic, member of the board of directors and finance committee
"KLR’s talent pool is what sets us apart. In addition to the compliance work, our team is always looking for innovative solutions and planning ideas to meet client goals. Having the expertise in-house to advise our clients and make an impact in their business and personal financial situation is very rewarding."
"KLR’s talent pool is what sets us apart. In addition to the compliance work, our team is always looking for innovative solutions and planning ideas to meet client goals. Having the expertise in-house to advise our clients and make an impact in their business and personal financial situation is very rewarding."
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