What does a tax advisor help with?

A tax advisor helps with both compliance and planning. This includes preparing required filings and helping individuals and businesses make proactive, informed decisions around income, deductions, credits, and entity structure. The goal is to stay compliant while managing tax exposure over time.

What’s the difference between tax compliance and tax planning?

Tax compliance focuses on accurately preparing and filing tax returns based on past activity. Tax planning looks ahead, helping businesses and individuals make decisions around income timing, entity structure, and deductions to manage taxes in future years.

How does Lutz support businesses and individuals with tax planning and compliance?

Lutz partners with businesses and individuals to provide ongoing tax compliance and proactive planning support. This includes helping clients understand how decisions today may impact their overall tax position and longer‑term goals.

How does Lutz support succession and estate planning from a tax perspective?

Lutz approaches succession planning through a tax‑first lens, coordinating tax strategy with estate planning, financial planning, and M&A advisory. This helps business owners evaluate transfer options, such as gifting, selling, or transitioning ownership over time, while managing estate, income, and capital gains tax exposure. The goal is to create a plan that supports business continuity, provides clarity for heirs and successors, and aligns with both personal legacy goals and long‑term tax efficiency.

When should a business involve a tax advisor?

Tax advisors are most effective when they’re involved year‑round, not just at filing time. Ongoing guidance helps businesses evaluate tax implications tied to growth, hiring, equipment purchases, ownership changes, and multi‑state activity, reducing surprises and uncovering opportunities before decisions are made.

Nebraska-Based Tax Advisory Services

Sound tax advice to meet your unique needs.

At Lutz, our experienced tax advisors will work closely with you to ease the burden of complex and time-consuming tax issues. Whether you’re a corporation, partnership, or an individual, our team offers custom tax planning services tailored to your unique circumstances and industry. Our solutions range from annual filings and projections to complex estate and succession planning, tax strategy consulting, and employee benefit plan reviews. We can provide you and your business with the knowledge and resources to make smart decisions and minimize your tax liability.

The size of our team allows for specialization, in-depth expertise, and the ability to take the time to understand your everyday business practices. With our reliable and proactive services, you can rest assured that your taxes are in good hands.

Solutions

Federal Business Tax

+ International Tax
+ Cost Segregation Studies
+ R&D Tax Credits
+ Section 179D Energy Efficient Commercial Building Tax Deductions
+ Interest Charge Domestic International Sales Corporation (IC-DISC)
+ Work Opportunity Tax Credits (WOTC)
+ Last In First Out Inventory (LIFO)
+ Business Entity Selection
Individual Tax

+ Accounting & Tax Services
+ Estate & Trust Matters
+ Executive Compensation Planning
State & Local Tax

+ Multi-State Nexus Reviews
+ State Credits & Incentives
+ Sales & Use Tax
+ Personal Property Tax
+ Income & Franchise Tax

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Estate & Succession Planning

Estate and succession planning is a critical step to safeguard the future of your family, company, and assets. Since tax laws on estates, gifts, and income are constantly evolving, it’s essential to have a purposeful strategy. Our trusted advisors can work alongside your legal team to offer professional, unbiased assistance for every step of the process, from assessing opportunities to reduce future tax liabilities to creating business succession plans and wealth transition strategies.

+ Estate Structure & Planning with Trusts, Wills, & Life Insurance
+ Estate Transfer Procedures
+ IRA & Pension Asset Distribution
+ Lifetime Gifting
+ Ownership Transfer
+ Change in Control
+ Funding the Buy-Sell Agreement

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What does a tax advisor help with?
A tax advisor helps with both compliance and planning. This includes preparing required filings and helping individuals and businesses make proactive, informed decisions around income, deductions, credits, and entity structure. The goal is to stay compliant while managing tax exposure over time.
What’s the difference between tax compliance and tax planning?
Tax compliance focuses on accurately preparing and filing tax returns based on past activity. Tax planning looks ahead, helping businesses and individuals make decisions around income timing, entity structure, and deductions to manage taxes in future years.
How does Lutz support businesses and individuals with tax planning and compliance?
Lutz partners with businesses and individuals to provide ongoing tax compliance and proactive planning support. This includes helping clients understand how decisions today may impact their overall tax position and longer‑term goals.
How does Lutz support succession and estate planning from a tax perspective?
Lutz approaches succession planning through a tax‑first lens, coordinating tax strategy with estate planning, financial planning, and M&A advisory. This helps business owners evaluate transfer options, such as gifting, selling, or transitioning ownership over time, while managing estate, income, and capital gains tax exposure. The goal is to create a plan that supports business continuity, provides clarity for heirs and successors, and aligns with both personal legacy goals and long‑term tax efficiency.
When should a business involve a tax advisor?
Tax advisors are most effective when they’re involved year‑round, not just at filing time. Ongoing guidance helps businesses evaluate tax implications tied to growth, hiring, equipment purchases, ownership changes, and multi‑state activity, reducing surprises and uncovering opportunities before decisions are made.

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Tax Planning Services

Sound tax advice to meet your unique needs.

Solutions

Federal Business Tax

Individual Tax

State & Local Tax

Estate & Succession Planning

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Frequently Asked Questions

What does a tax advisor help with?

What’s the difference between tax compliance and tax planning?

How does Lutz support businesses and individuals with tax planning and compliance?

How does Lutz support succession and estate planning from a tax perspective?

When should a business involve a tax advisor?

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