Azucena G. Ludwick, CPA

Azucena is a tax manager with BBD's Investment Management Group.

Azucena has 10 years of accounting and auditing experience, with particular focus in taxation related to investment companies and real estate.

Azucena specializes in tax compliance for investment advisors and various investment products.

She maintains expertise with the following:

  • Tax allocations and adjustments for hedge and private equity funds
  • Tax issues resulting from ownership changes and Section 704c
  • Multi-state tax reporting
  • Exposure to Section 754 

Education

  • Rutgers University- Bachelor of Science, accounting and finance 

Associations

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants