Lucien A. Beaudry is a member of the Tax and Business Law Practices and he also works with the firm's Executive Compensation and Tax-Exempt Organizations teams. Lucien is a frequent speaker on a variety of tax and business law topics and guest lectures in the Master of Taxation Program at the University of Wisconsin-Milwaukee. As a licensed certified public accountant, Lucien brings unique financial understanding when advising clients on tax and business law issues. Lucien is a graduate of Leadership Milwaukee and a community volunteer.

Representative Matters and Experience

• Represented corporate, partnership and individual taxpayers before the IRS and various federal courts
• Assisted shareholders and LLC members in structuring ownership interests, planning for succession, restructuring and resolving disputes
• Successfully obtained several IRS private letter rulings (PLRs 200326007, 200527002, 200606008, and 201016010) that saved the clients significant federal and state income taxes
• Structured and restructured a variety of executive compensation arrangements (e.g., phantom stock, stock option, elective deferral, SERP) to comply with new tax rules while meeting clients' compensation goals
• Structured and formed several types of exempt entities and obtained IRS-exempt status for both new and long-existing organizations
• Structured mergers and acquisitions to maximize after-tax proceeds to clients (when selling) or minimize tax costs after the transaction (when buying)
• Advised clients on the tax aspects of transferring real estate in tax-free rollovers, outright gifts to charity and conservation easements

Accolades

• Selected for inclusion in Wisconsin Super Lawyers - Rising Star Edition 2007 to present

Notable Publications

Affiliations/Memberships

• Milwaukee Bar Association
• State Bar of Wisconsin
• Wisconsin Institute of Certified Public Accountants (Federal Tax Committee)