Lucas A. Luckett's Professional Profile

Luke is a senior 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, business transition 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
  • Promoted to senior manager in 2018

Specialties

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

Professional Organizations

  • Missouri Society of Certified Public Accountants (MOCPA)
    • Chair, St. Louis Chapter (2017-2018)
    • 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

Community Leadership

  • Southeast Missouri State University Alumni Association
    • Member

Leadership Activities

  • Anders Young Professionals Group
    • Chair, Staff Advisory Group (2019-Present)
    • Vice Chair, Staff Advisory Group (2018-2019)
    • Secretary, Staff Advisory Group (2017-2018)
    • Chair, Steering Committee (2016-2017)
    • Vice Chair, Steering Committee (2015-2016)
    • Secretary, Steering Committee (2014 - 2015)

Awards

  • 2018 Outstanding Young Professional Award, Missouri Society of Certified Public Accountants (MOCPA)
  • 2017 30 Under 30, St. Louis Business Journal
  • 2017 Leadership Academy Class, American Institute of Certified Public Accountants (AICPA)

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

  • Tax Cuts and Jobs Act
    • U.S. Bank Private Wealth Management, July 2019
    • Healthcare Financial Management Association, April 2019
    • Financial Planning Association, November 2018
    • Raymond James, November 2018
    • National Association of Insurance and Financial Advisors, April 2017
  • Business Transition Planning
    • Exit Planning Institute Metro Business Owners Summit, September 2018
  • Year-End Tax Planning
    • Financial Planning Association of Greater St. Louis, November 2017
  • Estate Planning
    • Society of Financial Service Professionals, May 2016