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ROGER W. LUSBY III, CPA CMA AEP
Partner
roger.lusby@frazierdeeter.com
Experience
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.
Education
Master of Taxation, Georgia State University, Atlanta, Georgia, 1983.
Bachelor of Science, cum laude, Berry College, Mt. Berry, Georgia, 1979.
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 and 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
Written numerous tax articles and national speaker
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
Greater North Fulton County Chamber of Commerce – Board of Directors, 2009-Present
Encore for the Arts (Verizon Wireless Amphitheatre)- Board of Directors, 2010-Present
Berry College Planned Giving –Board of Trustees, 2007-Present; Chairman of Berry College Audit Committee 2007-Present; Planned Giving Chairman, 2001-Present
Atlanta Tax Forum – Board of Trustees 2002-Present; Chairman 2005
Atlanta Estate Planning Council – Board of Trustees 2008-2009; Director, 1997-1999
Editorial Staff for The Tax Adviser, 2003-2006
American Institute of Certified Public Accountants – Estate Tax Technical Resource Panel Member 1997-2004
Georgia Federal Tax Conference, Inc. - Board of Trustees 2004-Present
The Community Foundation for Greater Atlanta, Inc. – Board of Trustees 2005-2008
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
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
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