COVID-19 Resources

James R. Lazenby, CPA, AEP

James R. Lazenby, CPA, AEP

Jim Lazenby has been employed with Warren Averett since 2000 and has over 21 years of public accounting experience. As a Principal in the Family & Estate Services Division, Jim provides corporate, partnership, estate, trust and gift tax services, including individual and estate tax planning for the Firm’s clients. Jim also specializes in Family Limited Partnerships and charitable planning. Jim is a graduate of both Auburn University and The University of Alabama at Birmingham.

Education

  • Bachelor of Science in Accounting
    Auburn University, Auburn, AL
  • Master of Accountancy
    University of Alabama at Birmingham, Birmingham, AL

Professional Affiliations

  • Estate Planning Council of Birmingham
  • Alabama Society of Certified Public Accountants
  • National Association of Estate Planners and Councils
  • American Institute of Certified Public Accountants

Ask Me About

  • How estate tax planning has changed in the last year
  • Ways to plan for the transition of your business to the next generation
  • Opportunities to efficiently transfer wealth
  • How my competitive nature led to an officiated track meet between departments
  • My trip to India for mission work
Top