FacultyFaculty/Author Profile

Katherine Lo

Deloitte Tax LLP
Tax Principal
Boston, MA, USA


Kathy Lo is a Principal in Deloitte’s Global Employer Services (GES) Group and serves as the compensation and benefits tax practice leader for Deloitte’s Northern Pacific region. She has over 12 years of experience assisting clients in addressing tax, accounting and technology issues affecting compensation and benefit arrangements.

Kathy consults on a diverse spectrum of compensation and benefit issues, including qualified and non-qualified deferred compensation plans, equity compensation and executive compensation programs as well as, benefit issues stemming from mergers,acquisitions and divestitures. She regularly assists clients with regulatory compliance issues facing benefit programs. She has worked with large multinational companies to resolve the tax, financial reporting, technology and administrative issues arising from benefits controversy. Kathy also has significant experience in assisting companies in assessing and developing technology solutions to address compliance issues posed by system limitations including, payroll, equity and financial reporting systems.

Experience Includes
• Assist clients in designing and administering global equity and deferred compensation programs and maximizing tax efficiency of such programs
• Assist clients in minimizing the risks associated with their employee benefit programs
including performing compliance reviews of qualified and non-qualified executive compensation programs and payroll
• Assist clients in with the tax aspects of ASC 718 (formerly FAS 123(R)) and tax accounting issues surrounding option exchanges and misdated options

Education
• Boston University, B.A., Mathematics and Biological Sciences
• Boston University, M.A., Mathematical Finance
• Northeastern University, M.S., Taxation

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