MARYLAND Owings Mills: T: (410) 415-9700
SPECIALISTS
Megan Lusby
Managing Director, Citrin Cooperman Advisors LLC
Experience
Megan is a managing director in Citrin Cooperman’s State and Local Tax Practice and is based out of the firm’s Owings Mills, MD office. For over 25 years, Megan has been working in state and local tax with a heavy focus on personal property matters. Her property tax expertise spans the retail, grocery, distribution, hospitality, entertainment, publishing, and manufacturing sectors. Her experience also extends to helping clients minimize their property tax burden. Megan has helped her clients save millions through both refund claims and prospective tax savings opportunities. Areas of focus include tax consulting and appeals, valuation analysis, double taxation, audit defense, budgeting, and compliance.
Previously, Megan was a director in the State and Local Tax (SALT) Practice and led the personal property tax service at Clearview Group, which joined Citrin Cooperman in 2024.
CREDENTIALS
Education
Master of Business Administration, Entrepreneurship, University of Baltimore
Bachelor's Degree in Business Administration, Stevenson University
Licenses
Certified Project Management Professional (PMP)
Affiliations
Member, Institute for Professionals in Taxation (IPT)
Member, Council on State Taxation (COST)
Member, Commercial Real Estate Women (CREW)
Member, Project Management Institute (PMI)
Member, Maryland Association of Certified Public Accountants (MACPA)
Honors & Awards
“Women To Watch - Experienced Leader” Nominee, MACPA, 2024
Megan was also nominated for the “Excellence Award” at a leading provider of asset and fund intelligence for commercial real estate, which she worked for, in 2022.
Presentations & Publications
Megan has been a presenter and moderator at numerous industry and collegiate seminars and webinars on matters of state and local tax, real and personal property tax, business administration, and best practices. Some of her authored and co-authored articles include:
- “Strategies to Prevent Overpaying on Property Taxes for Hotel and Lodging Properties,” August 14, 2024
- “Practical Strategies to Managing Property Taxes for Senior Living Facilities and Apartment Complexes,” July 11, 2024
- “How to Prepare for Property Tax Appeal Season,” March 19, 2024
- “Prepare for the Upcoming Maryland Business Personal Property Tax Deadline,” February 22, 2024
- “How to Prepare for a Business Personal Property Audit,” February 20, 2024
- “State and Local Tax Update: Comptroller of Maryland Technical Bulletin No. 44,” January 11, 2024
- “Personal Property Tax Update: Michigan Bulletin 18,” November 28, 2023
- “Business Personal Property Tax – A Consideration for All Seasons,” November 15, 2023
- “Personal Property Tax Exemptions for Business Owners in 2024,” July 17, 2023
- “You’ve Filed Your Maryland Personal Property Tax Return; Now What?” June 27, 2023
WORK-LIFE BALANCE
Community Involvement
Megan has been an active volunteer in her local community for many years, focusing on education, youth athletics, nutrition for the hungry, and working with therapy pets.
Get in touch with Megan Lusby today.
Fill out the form below to get in direct contact with Megan Lusby and start your personalized consultation journey.
Get in touch with Megan Lusby today.
Fill out the form below to get in direct contact with Megan Lusby and start your personalized consultation journey.