Lori Bokenfohr is a member of the Law Society of Alberta and the New York State Bar Association, and holds a Master of Laws (LL.M) in Taxation from Osgoode Hall, York University.
Lori was previously an associate at White & Case LLP, a global law firm based in New York, and in the tax group of Ernst & Young LLP. In her current practise, she assists entrepreneurs with business structuring, reorganization, acquisitions, and asset and share sales. She also works with private enterprises to implement business and estate succession strategies, and long-term wealth management plans.
Lori lectures regularly on tax and business matters before various groups such as the Legal Education Society of Alberta, the Canadian Bar Association, the University of Calgary (Faculty of Law), and accounting organizations. Outside of her practice, Lori is a member of the Government of Alberta Provincial Audit Committee and a past member of the Board of Directors of Legal Aid Alberta. She also helped develop and launch the student Tax Court Assistance Project at the Faculty of Law, University of Calgary.
Master of Laws, Taxation - 2014 – Osgoode Hall, York University
Bachelor of Laws – 1997 – University of Calgary
Bachelor of Arts – University of Alberta
CICA In-Depth Tax Course Levels 1, 2, and Corporate Reorganizations
Law Society of Alberta
New York State Bar Association
Society of Trust and Estate Practitioners
STEP Canada Tax Technical Committee
Canadian Tax Foundation
Publications and presentations
Tax Issues in Business Disputes- Helping Your Client Achieve a Better After-Tax Result - Legal Education Society of Alberta (LESA), 2018
Private Corporation Shares: Post Mortem and other Planning Strategies - Entrepreneurial Chartered Professional Accountants (ECPA), 2018
Tax Planning and Drafting Best Practices in Unanimous Shareholder Agreements - Legal Education Society of Alberta (LESA), 2016
Business Structures, Reorganizations and Succession - Traditional Planning and Current Trends - 32nd Annual CPA Small Practitioners' Forum, 2015
Legal and Tax Planning Strategies Through the Life Cycle of a Business - Advocis (Calgary chapter), 2015
Rectification and Rescission of Tax Mistakes - Alberta Lawyers Insurance Association (ALIA), 2015
Trusts and Asset Protection - Canadian Bar Association - Wills and Trusts section, 2015
Business Structures For Family Farms: Ongoing Operations, Transfers, Asset Protection, and Estate Planning - Legal Education Society of Alberta (LESA), 2014
Tax and Valuation Issues in Family Law - Canadian Bar Association - Family Law section, 2014
Unanimous Shareholder Agreements and Tax Planning - Entrepreneurial Chartered Accountants of Alberta (ECA), 2013
Personal Services Businesses under the Income Tax Act: Issues and Planning - Certified Management Accountants Association of Alberta, 2012
Current member of the Government of Alberta Provincial Audit Committee
Past member of the Board of Directors of Legal Aid Alberta.
She also helped develop and launch the student Tax Court Assistance Project at the Faculty of Law, University of Calgary.