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    lusby roger NB FINAL

    Roger W. Lusby III, CPA, CMA, AEP, CGMA

    Tax Partner

    404.253.7530
    Alpharetta, GA
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    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

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