Tracy Lucido, CPA/ABV/CFF
CURRICULUM VITAE
Professional Designations and Memberships
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Certified Public Accountant (CPA)
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Certified Public Accountant Accredited in Business Valuation (ABV)
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Certified Public Accountant Certified in Financial Forensics (CFF)
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Member, American Institute of Certified Public Accountants (AICPA)
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Member, California Society of CPAs (CalCPA)
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Certified Quickbooks Proadvisor 2008, 2009
Business and Professional Practice Experience
Tracy Lucido has been a CPA since 1992. She has extensive professional experience obtained through public accounting and financial services. Early in her career she obtained her CPA license through working in public accounting, primarily supervising audits in San Francisco. In addition to public accounting, Tracy spent a number of years managing the Financial Planning and analysis department of a Fortune 500 financial services company where she was responsible for all short and long-range financial forecasts. Tracy was also fortunate enough to spend time on the business development side of the financial services industry and spent time structuring and analyzing asset-backed financing transactions, as well as underwriting and analyzing pre-revenue stage, venture-backed investments. More recently, Tracy has been involved in business valuations of small companies for a variety of purposes including estate and gift tax planning, divorce, business sale, family transfers, built in gains tax and partnership buyouts. Tracy also spends a significant portion of the year in tax practice focusing primarily on individual and business clients.
Academic Credentials
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Golden Gate Unversity, San Francisco, California M.S. Finance
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California State University East Bay, B.S. Business Administration (accounting emphasis)
Professional Education
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Introduction to Business Valuation, American Society of Appraisers 2006
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The Income Approach to Value, American Society of Appraisers 2005
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The Market Approach to Value, Americna Society of Appriasers 2007
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Business Valuation Conference, California Society of CPAs (July, 2010)
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Advanced Fraud Case Study, California Society of CPAs (August, 2010)
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Business Succession Planning and Exit Strategies, California Society of CPAs (August, 2010)
