Lucas A. Luckett's Professional Profile

Luke is a manager in the Anders Tax Services group. As a Personal Finance Specialist (PFS) and the youngest-known Certified Exit Planning Advisor (CEPA), he brings a wide variety of tax and family wealth experience to his clients, specializing in individual and corporate tax planning, exit planning, estate planning and stock option planning. Luke was selected based on his exceptional leadership skills and professional experience for the 2017 AICPA Leadership Academy. 

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)
    • 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
    • Secretary, Staff Advisory Group (2017-Present)
    • Chair, Steering Committee (2016-2017)
    • 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