Lucy Brenner, CPA

Lucy Brenner, CPA

Director of Private Client Services

 
 (843) 416-8784

Lucy, a proud Pirate, graduated from East Carolina University with a combined Bachelor and Masters in Accounting. She has practiced for over 10 years in regional, national, and local firms in South Carolina, California, and Florida. She has a passion for serving ultra-high net worth clients and meeting their complex tax planning and compliance needs. Her specialties include foreign tax compliance for individuals, trust and estate compliance and planning, real estate transactions, opportunity zones, state income taxation, and research for any and all tax complexities. The more challenging the tax situation, the better!

Outside of the tax world, Lucy is a proud board member of Charleston Legal Access and active in the Estate Planning Council. She is also a company member at Theatre 99 performing improv comedy most Wednesday and Thursday nights. She lives in Mt. Pleasant with her insanely cute and ridiculously perfect pug, Penny.