Lucas A. Luckett's Professional Profile

Luke serves as a manager in the Anders Tax Services group, working with clients in the Family Wealth and Estate Planning group. He brings a wide variety of tax and family wealth experience to his clients, specializing in individual and corporate tax planning, estate planning, exit planning, and stock option planning.

Firm Info

  • Joined in 2010
  • Promoted to senior associate in 2012
  • Promoted to supervisor in 2015
  • Promoted to manager in 2016

Specialties

  • Tax Planning and Consulting
  • Family Limited Partnerships
  • Family Business
  • Business Consulting
  • Wealth Management Services
  • Stock Option Planning
  • Exit Planning
  • Estate Planning

Education & Certification

  • B.S.B.A., Accounting, Southeast Missouri State University, Cape Girardeau, Missouri
  • B.S.B.A., Finance, Southeast Missouri State University, Cape Girardeau, Missouri
  • Certified Public Accountant, State of Missouri
  • Personal Financial Specialist (PFS)
  • Certified Exit Planning Advisor (CEPA), Exit Planning Institute
  • Certificate in Exit Planning, Exit Planning Institute

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
    • Co-Chair, St. Louis Chapter
    • Member, Professional Learning & Networking Task Force
    • Member, Professional Outreach Task Force
    • Member, Community Outreach Task Force
  • American Institute of Certified Public Accountants (AICPA)
  • Estate Planning Council of St. Louis
    • Member
  • Society of Financial Service Professionals - St. Louis Chapter
    • Board Member

Community Leadership

  • Southeast Missouri State University Alumni Association
    • Member

Leadership Activities

  • Anders Young Professionals Group
    • Chair, Steering Committee
    • Vice Chair, Steering Committee (2015-2016)
    • Secretary, Steering Committee (2014 - 2015)
  • Anders University Recruiting
    • Team Member

Publications

  • Exit Planning: A Process, Not an Event
    • Society of Financial Service Professionals Newsletter, January 2017
  • Practical Advice and Tools to Enhance Your Practice
    • The MOCPA Asset, March 2013

Presentations

  • Exit Planning
    • National Association of Insurance and Financial Advisors, April 2017
  • Estate Planning
    • Society of Financial Service Professionals, May 2016