
Roger W. Lusby III, CPA, CMA, AEP, CGMA
Tax Partner
404.253.7530Alpharetta, GA
Services
Business Tax, Estate Planning, Individual Tax, International Tax,Industries
International, Manufacturing & Distribution, Professional Services, Real Estate, Technology,Experience
As a member of the Tax Practice and former Office Managing Partner for FD’s Alpharetta location, Roger Lusby oversees coordinating tax and accounting services for the firm’s clientele. His responsibilities include reviewing various tax returns, with an emphasis in the individual, estate and corporate areas.
Roger further provides client assistance regarding financial planning, executive compensation & stock option planning, estate & succession planning and international planning (FBAR, SFOP). He has significant expertise in the healthcare, real estate, manufacturing, technology and service industries. Before joining the firm, Roger was a Tax Supervisor with an international accounting firm.
Professional and Civic Organizations
Georgia Society of Certified Public Accountants (GSCPA)
American Institute of Certified Public Accountants (AICPA)
Institute of Certified Management Accountants
Internal Association of Financial Planners
Berry College—Board of Trustees, 2007-Present; Chairman of Berry College Audit Committee, 2007-2011 and 2013-Present; Planned Giving Chairman, 2001-2007
Atlanta Tax Forum—Board of Trustees, 2002-Present; Chairman, 2005
CPA America International—Tax Committee, 1990-Present
American Association of Individual Investors
Greater North Fulton County Chamber of Commerce—Board of Directors, 2009-Present; Executive Board of Directors, 2011-Present; President, 2017
Encore Park for the Arts—Board of Directors, 2010-Present
Georgia Federal Tax Conference, Inc.—Board of trustees, 2004-Present; President, 2011
JRL Coal, Inc.—Board of Directors (Audit Committee Chairman)
Valeris Medical, LLC—Board of Directors
Education
Master of Taxation
Georgia State University | Atlanta, GA
Bachelor of Science, Accounting
cum laude
Berry College | Mt. Berry, GA