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Lori Bokenfohr, Partner | Tax Law

Lori Bokenfohr

Partner Fasken
Jurisdiction New York, 2001 | Alberta, 1998
Language(s) English
Office(s) Calgary
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Overview

Lori Bokenfohr is a tax lawyer in Fasken’s Calgary office. She grew up on a grain farm and attended school in a Franco-Albertan town, where her family operated a hotel business. Lori therefore developed an early appreciation of the intricacies and demands of farming and business operations. Her practice covers complex tax matters such as business structuring, corporate reorganizations, pre-sale and divestiture planning, business succession planning, executive and employee compensation, immigration/emigration, trusts, and estates.

Lori provides invaluable guidance to clients in their dealings with the Canada Revenue Agency, the Ministry of Finance, and on cross-border tax compliance issues. She completed the New York bar while on an assignment in pre-Putin Russia (1998-2000) and navigating international legal environments.

Lori lectures and publishes on tax and business issues for organizations such as the Canadian Tax Foundation, the Legal Education Society of Alberta (LESA), the Canadian Bar Association, the Society of Trust and Estate Practitioners (STEP), and the University of Calgary's Faculty of Law. She also helped launch the student Tax Court Assistance Program at the University of Calgary.

Admitted to the bar in Alberta and New York, Lori is an International Fellow of The American College of Trust and Estate Counsel (ACTEC). Her professional experience includes practicing at a global law firm, working in the tax group at Ernst & Young LLP, and running an independent tax law practice in Calgary, all while balancing the demands of the corporate world with family life.

Outside of her practice, Lori is an avid adventurer, currently honing her Spanish while exploring South America. She stays fit by cycling on Calgary’s pathways and finds balance by hiking and skiing in the Rockies. Among her many professional accomplishments, Lori particularly enjoys helping clients achieve higher after-tax returns on the sale of their businesses. Lori also dedicates her time to public service, having served on the Government of Alberta Provincial Audit Committee and the Board of Directors of Legal Aid Alberta.

Achievements

Client Work

  • Trotter and Morton Construction Inc. acquires Fred Welsh Ltd., [Deal - Trotter and Morton Construction Inc.], Alberta-based Trotter and Morton acquires British Columbia-based mechanical contracting and services company, Fred Welsh Ltd.
  • Trimac Transportation Services Inc. acquires Jacknife Timber Ltd., [Deal - Trimac Transportation Services Inc.], Trimac Transportation Services Inc. acquires Jacknife Timber Ltd.
  • Steppe Gold Ltd. completes acquisition of growth-oriented mining company, Anacortes Mining Corp., [Deal - Steppe Gold Ltd.], Steppe Gold Ltd. completes acquisition of Anacortes Mining Corp.
  • Stratum announces sale of its Canadian business, Stratum Reservoir (Canada), ULC to AGAT Laboratories Ltd., [Deal - Confidential], Stratum sells its Canadian business operations to AGAT Laboratories Ltd.
  • Worley announces the sale of its North American maintenance and turnaround business, [Deal - Worley Group Inc.], Worley sells North American maintenance and turnaround business to CAM Industrial Solutions.
  • Transdev Canada Inc. announces closing of acquisition of Emergency Essentials Inc. o/a Patient Transport Services, [Deal - Transdev Canada Inc.], International mobility company acquires Manitoba Non-Emergency Medical transportation company.
  • Fleet Brake Parts & Service Limited announces sale to Parts for Trucks Inc., [Deal - Confidential Client], Sale of Fleet Brake Parts & Services Limited to Parts for Trucks Inc., creating a national network of locations providing parts and service to the heavy-duty trucking industry, with 32 parts warehouses and 15 service facilities, coast to coast.
  • Rockyview Industries Inc. is acquired by National Carwash Solutions, Inc., [Deal - Rockyview Industries Inc.], Rockyview Industries Inc. is acquired by 2474194 Alberta Ltd., a subsidiary of National Carwash Solutions, Inc.
  • HappyCo, Inc. acquires Canadian rental lifecycle management firm YUHU Inc., [Deal - HappyCo, Inc.], Fasken advised HappyCo, Inc. in its acquisition of all of the issued and outstanding shares of YUHU Inc.

Career & Education

Education

  • LLM, Taxation Osgoode Hall Law School at York University
  • In-Depth Tax Course, Levels 1,2, and Corporate Reorganizations
  • LLB University of Calgary
  • BA University of Alberta

Community involvement

  • Member Government of Alberta Audit Committee 2016 to present
  • Mentor Tax Court Assistance Program U of C 2013 to present
  • Past Director Legal Aid Alberta Foundation 2011 to 2017

Memberships & Affiliations

  • Past Member STEP Canada Tax Technical Committee
  • Member Society of Trust and Estate Practitioners (STEP)
  • Member Canadian Bar Association
  • Fellow The American College of Trust and Estate Counsel
  • Member Law Society of Alberta
  • Member Calgary Bar Association
  • Member Canadian Tax Foundation

Knowledge

Events

News

Publications

  • Update of “Taxation” Chapter, 5/1/2020
  • When Tax Debts Go Viral: The CRA’s Expanding Reach Under Section 160, 27(1), 10/1/2019
  • Tax Issues in Business Disputes - Helping Your Client Achieve a Better After-Tax Result, 5/5/2018
Article, Author Update of “Taxation” Chapter Legal Education Society of Alberta (LESA)
Article, Author When Tax Debts Go Viral: The CRA’s Expanding Reach Under Section 160, 27(1) Canadian Tax Highlights

Speaking Engagements

  • Indigenous Taxation - Tax Hurdles to Reconciliation, 12/3/2024
  • Trust and Estate Issues Through a Tax Lens, 11/27/2024
  • 7 Canadian Trust Issues Every U.S. Practitioner Should Know, 6/23/2022

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