Lori Bokenfohr

Lori advises both domestic and international clients on a broad range of tax matters. She has extensive experience in business structuring, corporate reorganizations, pre-sale and divestiture planning, business succession planning, executive and employee compensation, immigration/emigration, trusts, and estates.

Corporate, institutional and individual clients turn to her for clear, actionable guidance on complex tax matters. Known for translating intricate tax rules into practical, tax-efficient strategies, Lori advises on a wide range of issues, including:

• Structuring start-ups, purchases, sales, and reorganizations
• Resolving disputes with the Canada Revenue Agency and provincial tax authorities
• Designing tax-effective executive and equity-based compensation plans
• Facilitating voluntary disclosures to proactively address previously unreported income
• Delivering comprehensive legal opinions on expected tax consequences of transactions or arrangements
• Obtaining advance income tax rulings from the Canada Revenue Agency on proposed transactions
• Advising on tax aspects of family business succession
• Planning with cross-border estates and trusts