Lucy Gates

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.