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Lucy Gates

CPA

Principal

Professional Overview

Lucy has more than 10 years of experience in tax planning and compliance. She focuses primarily in the areas of corporate, partnership and state taxation. Working with flow-through entities with an emphasis on hedge funds, offshore funds, mezzanine funds, private equity funds and venture capital groups. Lucy has advised and assisted clients with federal, state and local tax preparation and review. She has significant experience in hedge fund taxation including partnership consulting, K-1 preparation and distribution, complex tax allocation issues and foreign compliance issues. Lucy also has extensive experience in multi-state corporate consolidated returns, multi-state tax planning and federal tax planning.

Education, Credentials and Special Training

  • Certified Public Accountant
  • Master of Professional Accounting, University of Texas
  • B.A., Business Administration/Accounting, magna cum laude, University of Georgia

Civic and Community Activities

  • Board Member, Junior Achievement of Chattanooga
  • Board Member, Tennessee Society of Certified Public Accountants
  • Former Board Member, Girls Inc. of Chattanooga
  • Member, Chattanooga Women’s Leadership Institute
  • Graduate, Leadership Chattanooga
  • Member, Leadership Chattanooga Alumni Association
  • Graduate, Alabama Society of Certified Public Accountant’s Leadership Academy

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Tennessee Society of Certified Public Accountants
  • Chattanooga Tax Practitioners

Services

Tax Preparation and Consultant Services

Industries

Alternative Investment Services

Private Equity Services

Authored by Lucy Gates

Article

Tax Planning for Alternative Investment Funds…

Dec 14th, 2020

During his campaign, President-elect Biden proposed sweeping tax law changes, some of which could significantly alter the tax landscape for alternative investment funds and individual…
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