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

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.

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Minnesota Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Twin Cities Estate Planning Council