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Lucas Luckett | Family Wealth and Estate Planning

Lucas A. Luckett, CPA/PFS, CEPA

Senior Manager + Tax (314) 655-5582 |
Specialties
  • Tax Planning and Consulting
  • Family Limited Partnerships
  • Family Business
  • Business Consulting
  • Wealth Management Services
  • Stock Option Planning
  • Business Transition Planning
  • Estate Planning

Professional Profile

Luke is a senior manager in Anders Tax. 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. 

Education & Certification

  • B.S.B.A., Accounting, Southeast Missouri State University, Cape Girardeau, MO
  • B.S.B.A., Finance, Southeast Missouri State University, Cape Girardeau, MO
  • Certified Public Accountant (CPA), 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)
    • Professional Learning & Networking Task Force
    • Professional Outreach Task Force
    • Community Outreach Task Force
  • American Institute of Certified Public Accountants (AICPA)
  • Estate Planning Council of St. Louis

Community Leadership

  • Southeast Missouri State University Alumni Association

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