James R. Lazenby, CPA

James R. Lazenby, CPA

Jim Lazenby has been employed with Warren Averett since the summer of 2000.

As a Principal in the Family & Estate Services Division, Jim provides corporate, partnership, individual, estate, trust and gift tax services for the Firm’s clients. Jim also specializes in Family Limited Partnerships, individual and estate tax planning, 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 in Accountancy
    University of Alabama at Birmingham, Birmingham, AL

Professional Affiliations

  • Estate Planning Council of Birmingham
  • Alabama Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

Community Involvement

  • Engedi Ministries International, Board of Directors
  • The Church at Brook Hills

Ask Me About

  • Specific ways to efficiently transfer wealth to the next generation
  • How estate tax planning has changed in the last year
  • Why it is important to educate the next generation of your financial goals and desires
  • The 4x400m relay competition we had at Warren Averett with certified officials
  • My trip to India for mission work
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