- J.D., Creighton University School of Law
- M.B.A., University of Louisville
- B.A., University of Kentucky, Business Administration-Finance
- U.S. Tax Court
Lucy's diverse practice encompasses corporate organization and governance matters, taxation, investment advisor regulation, financial services and prepaid access compliance, securities, escheat/unclaimed property, and nonprofit organization formation and management. She regularly represents investors in multi-investor low-income housing funds and has assisted sponsors in all areas of fund creation, capitalization, and securities compliance.
Lucy works in the formation of all forms of business entities, and drafting of relevant governing documents. She works with partnerships and LLCs to prepare partnership and operating agreements, and advises clients on the tax aspects of pass-through entities.
Lucy works with clients with all aspects of tax compliance, including tax strategy, nexus evaluations, audit management, tax litigation, offers in compromise, and voluntary compliance and amnesty programs. She assists numerous companies in managing interactions with the Internal Revenue Service and has worked with clients on tax matters from all 50 states and a number of foreign jurisdictions. She helps clients to assess and restructure their tax compliance programs to ensure compliance with multistate tax obligations and escheat/unclaimed property requirements, including compliance with gift card reporting obligations for instruments issued in-store or via a web platform, and post-Wayfair sales tax compliance.
Lucy works with nonprofit organizations, including healthcare systems, on all formation issues, including preparation of Forms 1023 and 1024. She advises her nonprofit clients with respect to best practices, including corporate document preparation and advising with respect to board of director issues, financial accountability, governance procedures, auditing issues, for-profit and nonprofit subsidiaries, disqualified persons, conflict of interest procedures, document retention policies, and Form 990 compliance.
- Child Saving Institute Guild
- Junior League of Omaha
- Omaha Symphony Guild
- Lauritzen Gardens Guild
- Joslyn Castle Guild