Lucas A. Luckett, CPA/PFS, CEPA has been named the 2018 Outstanding Young Professional by the Missouri Society of Certified Public Accountants (MOCPA). The annual award honors one CPA under the age of 35 who is viewed as an emerging leader within the profession and is active in the community as well as professional organizations.
Lucas (Luke) Luckett is the youngest Certified Exit Planning Advisor (CEPA) in the U.S., and one of only 500 people in the entire country. He is one of five CEPA’s at Anders; making the firm the largest concentration of these business strategy experts in any CPA firm. With CPA/PFS and CEPA behind his name, Luke is also vying for the most designations by a young professional at Anders. Luke’s commitment to his career, community and the accounting profession has earned him the title of a St. Louis Business Journal 30 Under 30 honoree, and a spot in the 2017 AICPA Leadership Academy.
As a CPA and PFS (Personal Financial Specialist) in the Anders Family Wealth and Estate Planning Group, Luke enjoys helping clients plan for life after transitioning their business by maximizing the value of their company and creating personal financial plans. He also brings a wide variety of tax and family wealth experience to his clients, specializing in individual and corporate tax planning, estate planning, business transition planning and stock option planning.
Bridging the gap between the youngest staff members and upper management is one of Luke’s specialties. He is consistently rated as a favorite coach and mentor of interns and associates for his technical expertise and calm, collected work ethic – a great asset during tax season. As a mentor and coach for younger members of the firm, Luke encourages his mentees to set and reach their professional goals, including taking and passing the CPA exam.
Outside of Anders, Luke is the immediate past Chair of the St. Louis Chapter of the Missouri Society of Certified Public Accountants (MOCPA), and is an active member of the Professional Learning & Networking Task Force, Professional Outreach Task Force and Community Outreach Task Force. He is also a member of the Estate Planning Council of St. Louis and a Board Member of the Society of Financial Services Professionals – St. Louis Chapter.
Luke will be recognized at the MOCPA Awards Celebration on November 15. Learn more about Luke in the November 2018 issue of the MOCPA Asset Magazine.All Insights