LICENSED IN:
Texas
EDUCATION:
University of Texas at Dallas
Bachelors of Arts—Literary Studies and Historical Studies
Masters of Science—Accounting and Information Management
CERTIFICATIONS:
Certified Public Accountant (CPA)
PUBLICATIONS:
PPC’s Guide to GAAP (Contributing Editor)
PPC’s Guide to Audits of Nonprofit Organizations (Contributing Author)
PPC’s Guide to Small Business Consulting Engagements (Contributing Author)
PPC’s Nonprofit Update Newsletter (Author)
EXPERIENCE
AREA OF FOCUS
AFFILIATIONS
Lucas is a Texas Society of CPAs Rising Star Award-winning experienced auditor, director, board member, manager, and publisher with more than 15 years of leadership experience in external audit and internal audit with an emphasis on risk-based (COSO) audit approaches. His responsibilities include the oversight and management of a department of more than 30 professionals (budget monitoring, analysis metrics, recruiting/retention, coaching, mentoring); partnering with clients with assets in excess of $150MM+ to identify, analyze, and mitigate financial and industry risks to their strategic plan; planning and execution of multiple, large-scale, simultaneous projects; and development and implementation of numerous accounting and finance presentations to external clients, committees, and boards as well as to local, state, and national audiences about accounting industry developments.
Construction Services
Not-for-Profit Audits
A-133 Audits
Internal Controls Specialist
Retirement Plan Audits
Manufacturing Services
Dealer Services
American Institute of Certified Public Accountants (AICPA)
Texas Society of Certified Public Accountants (TSCPA)
Institute of Internal Auditors
- National Organization
- Dallas Chapter
Dallas CPA Society
HONORS/AWARDS
COMMUNITY INVOLVEMENT
Rising Star Award—Texas Society of CPAs
Living the Vision—Lane Gorman Trubitt, LLC
Young Professionals Alumni Award—Lane Gorman Trubitt, LLC
Young Professionals Founders Award—Lane Gorman Trubitt, LLC
Strongest Link Award—Compass Bank
Voices of Change—Board Member
Dallas Institute of Humanities and Culture—Finance Committee
Technology Ball by Digital ConduIT—Event Elements Committee
North Texas Food Bank—Volunteer
University of Texas at Dallas Alumni Association
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Part of being a most trusted advisor is taking the time to look at the big picture.
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Tackle Tax Planning Challenges Head On
Tax planning continues to be challenging for businesses. Several valuable tax breaks expired Dec. 31, 2014, and it’s looking more and more likely that we’ll have a repeat of last year, when Congress didn’t extend expired tax breaks until December, giving business little time to implement tax-saving steps accordingly. Read More
The Bipartisan Budget Act of 2015: New Partnership Audit Rules
The Bipartisan Budget Act of 2015 signed into law on November 2, 2015 has gathered a lot of attention lately for its purpose to help the U.S. government avert financial obligations by raising the discretionary spending limit. Read More
LGT is one of the largest professional accounting and advisory firms in the Dallas/Fort Worth metroplex area.
Dealer Services
Construction Services
Healthcare Group
Dental Practice
Not-for-Profit
Manufacturing & Distribution
Real Estate
Tips for Preventing Fraud in Your Organization
If your not-for-profit became a victim of fraud, it wouldn’t just hurt your organization’s bottom line — the infraction also could do devastating damage to your reputation. By implementing some simple controls, though, your organization can help protect itself from these risks. Read More
How to Communicate Financial Information to Patients
The wave of healthcare reform has led to a closer focus on the need for clear, consistent and transparent communication of patient financial information. Read More
8 Tips for Improving Work-Site Productivity
In an industry as labor-intensive as construction, few things can hurt a contractor’s profitability more than unproductive workers. Here are eight tips for improving productivity. Read More
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