Lori Bokenfohr

Lori is a renowned expert in the intricacies of tax law, offering a comprehensive range of services that span from intricate business structuring and corporate reorganizations to nuanced areas such as executive compensation and estate planning. Her deep understanding of both domestic and international tax compliance, especially in dealings with the Canada Revenue Agency and cross-border matters, makes her an invaluable asset to her clients.

In addition to her hands-on legal work, Lori is an active contributor to the academic and professional development of the tax law community. She regularly shares her insights through lectures and publications with esteemed organizations like the Canadian Tax Foundation and the Society of Trust and Estate Practitioners, as well as at legal education events at the University of Calgary.

Lori's commitment to the legal profession extends beyond her practice. She has played significant roles in initiatives such as the Tax Court Assistance Program, contributing to the education and training of future legal professionals. Her involvement with the Government of Alberta Provincial Audit Committee and Legal Aid Alberta showcases her dedication to public service and legal aid.

Her legal career is marked by significant accomplishments, including advising on major transactions like the acquisition of Jacknife Timber Ltd. by Trimac Transportation Services Inc. and the complex merger involving Steppe Gold Ltd. and Anacortes Mining Corp. Lori's strategic advice has been crucial in navigating the sale of businesses, such as Stratum Reservoir (Canada), ULC to AGAT Laboratories Ltd., and in guiding companies through acquisitions and divestitures that span across sectors from heavy-duty trucking to technology startups.

Lori's legal education, including an LLM in Taxation from Osgoode Hall Law School and her comprehensive tax course work, underpins her expertise. Her experience is broad, having practiced at a global law firm in New York and with Ernst & Young LLP's tax group, before running her own tax law practice in Calgary.

Her professional affiliations are extensive, including being a Fellow of The American College of Trust and Estate Counsel and an active member of several legal associations. Lori's work, such as her contributions to tax planning for Indigenous equity in Canadian projects and her leadership in seminars on clean energy tax incentives, highlights her commitment to advancing the field of tax law and addressing contemporary issues.

Lori's approach to tax law is not just about navigating the complexities of the tax system; it's about providing her clients with strategic advice that aligns with their business goals and personal aspirations. Whether it's through her advisory work, her contributions to legal education, or her involvement in community service, Lori exemplifies the qualities of a leading legal professional dedicated to making a significant impact in her field.