Roger Lusby's Email & Phone

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 640AM 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 CommerceBoard 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 ForumBoard of Trustees 2002-Present; Chairman 2005 Atlanta Estate Planning CouncilBoard of Trustees 2008-2009; Director, 1997-1999 Editorial Staff for The Tax Adviser, 2003-2006 American Institute of Certified Public AccountantsEstate 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 InternationalTax Committee, 1990-Present Georgia Foundation for Athletic Excellence, Inc.Director, 1992-2000 Georgia State University Leadership Council, 1999-2001 Propst for Probate Judge CampaignCampaign Committee Member, 1990-2004 Member, SmokeRise Golf & Country Club Member, Rehoboth Baptist Church