1. Jones Lang LaSalle Business & Economic Incentives Expertise
Ann M.W. Petersen
Vice President, Business and Economic Incentives
Nashville, Tennessee
Current Responsibilities
Ann Petersen is a member of the Business and Economic Incentives practice, a division of Jones Lang LaSalle. Ms. Petersen’s primary responsibilities include researching state and local economic development programs, coordination of state and local economic development programs, coordination and negotiation with state and local economic development officials, and implementation of incentives. She assists with all project negotiations.
Ms. Petersen provides complex financial analysis to her clients which includes 10 year P&L cash flow modeling of each project. In addition, Ms. Petersen utilizes her legal background to provide creative savings solutions to her clients through legal analysis, tax legislation and letter rulings.
Experience
Prior to joining the BEI Team, Ms. Petersen was with the State and Local Tax practice at KPMG LLP where her practice was focused on state and local income and incentives advisory and compliance services. At KPMG, Ms. Petersen worked with a broad range of multi-state clients that included leaders within the retail, manufacturing, and financial services industries. She advised her clients on a variety of transactions including tax compliance, state tax return review, advisory, state audit defense, tax due diligence, and business restructurings. In addition, her practice was a leader in state and local RAR exam reporting, state passthrough taxation, and state-level income and franchise taxes imposed on disregarded entities and partnerships, nonresident withholding, and negotiation of specialized filing methodologies.
Education and Affiliations
Ms. Petersen holds a Bachelor of Arts degree in Economics from Hamline University and a J.D. from Hamline School of Law. She is admitted to practice law in the state of Minnesota and is a member of the Minnesota State Bar. Ms. Petersen was an active member of the Minnesota State Bar Association (MSBA), a Board member and Officer of the Tax Council for the MSBA Tax Section, and was Editor of the MSBA Tax Section newsletter for 10 years. Ms. Petersen was also an active member of the Minnesota Chapter of Commercial Real Estate Women and is a national CREW Board member for the CREW Foundation – the philanthropic arm of CREW Network. She held a Commissioner position on the economic development board of a local Minnesota community.