Roger Lusby is the Managing Partner of Frazier & Deeter’s Alpharetta office. He is also a member of the tax department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international taxation, health care, real estate, manufacturing, technology and service companies. Prior to joining the Firm, Roger was a tax supervisor with an international accounting firm.

Professional and Civic Recognition

Accredited Estate Planner Designation (AEP) Adjunct Professor, The Georgia Institute of Technology, Fall, 1987 Taught “Estate Planning”, “Advanced Planning with Stock Options”, “Stock Dispositions for S-Corporation Stockholders”, “Effective Estate Planning”, “Practical Approach to Estate Planning”, “Successful Succession Tax Planning”, “Tax Planning for High-Income, High Net-Worth Individuals”, “Tax Strategies for Wealthy Individuals”, “Advanced Estate Tax Planning” and “Retirement Plans for Small Business Owners” on behalf of the Georgia Society of CPAs, Lorman Education Services, Surgent McCoy CPE, LLC, ACPEN, CPAmerica, PKF North American Firms, and the New Mexico State Society of CPAs Appeared numerous times on CNN, CNBC Power Lunch, WSB-TV People to People, GPTV, WGST 640 – AM, WSB AM– 750 and related media outlets Published “Intra Family Installment Sales of Non-Qualified Stock Options” for The Tax Adviser and “Preferred Family Limited Partnerships” for Practical Tax Strategies Selected as Five Star Wealth Manager (Taxation) by Atlanta Magazine (2009, 2010 and 2011) Written numerous tax articles and national speaker