Lora Murphy

Senior Financial Advisor for Wipfli Hewins Investment Advisors in Milwaukee, Wisconsin

CPA, CFP®, CDFA® at Wipfli Hewins Investment Advisors in Milwaukee, WI

About

As a seasoned tax manager and consultant, Lora Murphy has advised clients for more than 20 years, developing rewarding partnerships along the way. Utilizing her deep understanding of income and estate tax issues, Lora focuses on building viable solutions in tax, compliance, estate and retirement planning for closely held businesses and high-net-worth individuals. Lora’s collaborative nature and comprehensive expertise allow her to help clients navigate the complex financial consequences of major transitions, including the sale of a business and divorce. As a Certified Divorce Financial Analyst (CDFA®), she has ample experience collaborating with attorneys to find solutions for her clients when the need for a smooth transition arises. Outside of her work with Wipfli Hewins, Lora is active in several community and professional organizations, including the Milwaukee Estate Planning Forum and the Waukesha County Estate Planning Council.

Contact
Click for phone number
(414) 259-6764
Address
10000 Innovation Drive Suite 250 in Milwaukee, WI 53226
Info
None specified

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Peer Endorsements

Best Answers

Q&A
Asked by Erin
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hey Erin, Thanks for another good question. Yes, IRA contributions are based on Modified AGI, and filing status, other retirement plans, and earned income are some ...
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Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Tax Advantaged Investments

Servicing

Credentials

Associations

Milwaukee Estate Planning Forum
Waukesha County Estate Planning Council

Certifications

Certified Divorce Financial Analyst (CDFA®)
Certified Financial Planner™ (CFP®)
Certified Public Accountant

Accomplishments

Background

Experience

Accountant, Financial Planner
Financial Advisor/Financial Planner
Financial Advisor/Financial Planner
Tax Manager
Senior Financial Advisor

Education

University of Wisconsin – Milwaukee