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ROGER W. LUSBY III, CPA CMA AEP
Partner
roger.lusby@frazierdeeter.com
Experience
Roger Lusby is a member of the tax department in charge of coordinating
tax 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 tax planning, financial planning, executive compensation and stock
option planning, estate and succession planning, international taxation,
health care, real estate, hospitality, manufacturing, technology and
service companies. Prior to joining the Firm, Roger was a tax supervisor
with an international accounting firm.
Education
Master of Taxation, Georgia State University, Atlanta, Georgia, 1983.
Bachelor of Science, cum laude, Berry College, Mt. Berry, Georgia,
1979.
Professional and Civic Organizations
Georgia Society of Certified Public Accountants
American Institute of Certified Public Accountants
Institute of Certified Management Accountants
American Association of Individual Investors
International Association of Financial Planners
Atlanta Tax Forum – Board of Trustees 2002-Present; Chairman
2005
Atlanta Estate Planning Council
The Family Firm Institute
Editorial Staff for The Tax Adviser 2003-2006
Berry College Planned Giving – Chairman 2001-Present; Berry
College Board of Trustees 2007-Present
American Institute of Certified Public Accountants – Estate
Tax Technical Resource Panel Member and Advisory Committee, 1997-Present
Georgia Federal Tax Conference, Inc. - Board of Trustees 2004-Present
The Community Foundation for Greater Atlanta, Inc. – Board of
Trustees 2005-Present
Georgia Society of Certified Public Accountants:
Communication Committee, 1992 -1998
Estate and Gift Tax Committee, 1994-2000
Tax Forum Chairman, 1987-1991
CPAmerica International – Tax Committee, 1990-Present
Georgia Foundation for Athletic Excellence, Inc. – Director,
1992-2000
Atlanta Estate Planning Council – Director, 1997-1999
Metro Atlanta YMCA Technical Advisory Subcommittee, 1994-1998
Georgia State University Leadership Council, 1999-2001
Propst for Probate Judge Campaign – Campaign Committee Member,
1990-2004
Member, SmokeRise Golf & Country Club
Member, Rehoboth Baptist Church
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”
and "Retirement Plans for Small Business Owners" on behalf
of the Georgia Society of CPAs, Lorman Education Services, Surgent
McCoy CPE, LLC, ACPEN and CPAmerica
Appeared numerous times on CNN, WSB-TV People to People, GPTV, WGST
640 – AM and WSB AM– 750 and related media outlets
Written numerous tax articles and national speaker
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