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Roger W. Lusby III CPA CMA AEP CGMA

Office Managing Partner Alpharetta

404.253.7530
Alpharetta, GA
Services
Business Tax, Estate Planning, Individual Tax, International Tax,
Industries
International, Manufacturing & Distribution, Professional Services, Real Estate, Technology,

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 planning (FBAR, SFOP), 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

Roger has published numerous tax articles and frequently speaks regarding tax planning topics. Accredited Estate Planner Designation (AEP). Adjunct Professor, The Georgia Institute of Technology. Taught Estate Planning and other courses on behalf of the Georgia Society of CPAs, CPAmerica, PKF North American Firms, and the New Mexico State Society of CPAs, among others.

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 multiple tax related articles for The Tax Adviser and Practical Tax Strategies. Selected as Five Star Wealth Manager (Taxation) by Atlanta Magazine (2009 – 2014).

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
Video Display Corporation (NASDAQ – VIDE) – Board of Directors, Audit Committee Chairman, 2012 – 2015
Greater North Fulton County Chamber of Commerce – Board of Directors, 2009-Present, Executive Board of Dir, 2011 – Present; President 2017
Encore Park for the Arts (Verizon Wireless Amphitheatre)- Board of Directors, 2010-Present
Berry College –Board of Trustees, 2007-Present; Chairman of Berry College Audit Committee 2007-2011; Planned Giving Chairman, 2001-2017
Atlanta Tax Forum – Board of Trustees 2002-Present; Chairman 2005
Georgia Federal Tax Conference, Inc. – Board of Trustees 2004-Present; President 2011
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
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 State University Leadership Council, 1999-2001
Member, Rehoboth Baptist Church

Education

Master of Taxation, Georgia State University, Atlanta, Georgia, 1983.
Bachelor of Science, Cum laude, Berry College, Mt. Berry, Georgia, 1979.