Overview
Lori Peterson is a tax principal with CliftonLarsonAllen LLP and is a member of the Minneapolis private client tax group. Lori has over 15 years of experience in the trust, estate, gift, and individual income tax area. Her technical expertise includes:
- Gift tax
- Estate tax
- Generation-skipping transfer tax
- Individual income tax
- Trusts
- Complex estate and gift tax planning for high net worth individuals as well as quarterly and year-end income tax planning
Lori regularly gives an annual tax update for the Minnesota Corporate Fiduciaries.
Education
- Bachelor of Science degree in Accounting from the University of Minnesota, Carlson School of Management
- Master of Business Taxation Degree from the University of Minnesota, Carlson School of Management
In the community
- Minnesota Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Twin Cities Estate Planning Council