Caitlin H. Lucas

CPA

Office

3421 Ridgewood Road, Suite 300

Akron, OH 44333


330.255.2449
330.762.3108

About Caitlin

Industry & Service Expertise

Articles

Caitlin is a manager in the tax services department, where she focuses on assisting clients with individual, trust, estate, and gift tax returns and planning. Caitlin’s primary responsibilities include tax planning and research, detailed review of tax returns prepared by staff, and assisting in staff development.

Prior to joining Bober Markey Fedorovich, Caitlin worked at PricewaterhouseCoopers, LLP in Columbus before relocating to Northeast Ohio.

Specializations

    • Individual taxation
    • Individual tax planning
    • Estate and gift tax planning and taxation
    • Trust taxation

Education

  • Bachelor of Science in Business Administration, accounting major, Ashland University, cum laude

Professional and Civic Memberships and Activities

Tis’ The Season For Gifting: 5 Reasons to Consider Filing a Gift Tax Return

December 21, 2017 Tax Advisor

  Gift Tax is one of the most misunderstood taxes for individuals. Most people think since they will never exceed the lifetime gift exemption ($5,490,000 for 2017) that they do not need to file a gift tax return, but. Read More >>

Foreign Reporting: Does it apply to you?

Taxpayers that have a financial interest in – or signature authority over – foreign financial accounts with a combined balance greater than $10,000 are required to file an FBAR Report (Foreign Bank and Financial Accounts) annually with the Federal. Read More >>

Don’t Be Late! New Filing Deadlines and Extensions for 2016 Taxes

In June of 2015, President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act. Although this legislation primarily deals with highway infrastructure, it has a huge impact on the due dates for many tax returns, beginning. Read More >>

All Posts by Caitlin