Karen Lucarelli
About Karen Lucarelli
Karen Lucarelli serves as the Associate Director of Tax at Yale University, where she has worked since 2019. She specializes in UBTI blocker structures and has extensive experience in tax planning, compliance, and corporate restructuring.
Work at Yale University
Karen Lucarelli has served as the Associate Director of Tax at Yale University since 2019. In this role, she is responsible for overseeing tax-related matters and ensuring compliance with federal and state income tax regulations. Her work involves managing unrelated business taxable income for tax-exempt entities, utilizing her expertise in UBTI blocker structures. Based in New Haven, Connecticut, Lucarelli contributes to the university's financial strategies and tax planning initiatives.
Previous Experience at PwC
Before joining Yale University, Karen Lucarelli worked at PwC as a Tax Director from 2004 to 2019. During her 15 years at PwC, she developed a strong foundation in tax compliance and planning. Her experience included working with various business entities, which enhanced her skills in corporate restructuring and tax strategy implementation.
Education and Expertise
Karen Lucarelli holds a Master's Degree in Taxation from Northeastern University, where she studied from 2003 to 2005. She also earned a Bachelor's Degree in Accounting from the same institution, completing her studies from 1999 to 2003. Her educational background supports her expertise in federal and state income tax compliance and her specialization in corporate restructuring for both domestic and cross-border transactions.
Tax Planning and Compliance Skills
Lucarelli possesses significant experience in tax planning and implementation for a variety of entities, including corporations, REITs, LLCs, partnerships, and S corporations. Her strong background in tax compliance extends to foreign investment and investor reporting, enabling her to navigate complex tax regulations effectively. This expertise is crucial for managing the tax obligations of diverse business structures.