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
Lori is a member of the New York and Alberta Bars, and regularly presents on tax issues for organizations such as the Canadian Tax Foundation (CTF), Tax Executives Institute (TEI), the Society of Trust and Estate Practitioners (STEP), and the American College of Trust and Estate Counsel (ACTEC).
