%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1).jpg)
Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(4)%20(1).jpg)
For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)

Read our latest financial market updates and sign up to receive them straight to your inbox.
%20(1)-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1)-1.jpg)
Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-1.jpg)
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(3)%20(1).jpg)

Get the latest news and insights on relevant topics that matter most to you.
We have dedicated industry groups to ensure our clients receive tailored advice and strategies to stay ahead of the curve.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Lutz, a Nebraska-based business solutions firm, recently added Alex Hogeland and Sam Morrison to its Omaha office.
Hogeland joins the client advisory services department as a Senior Accountant. He is responsible for providing outsourced accounting services, compiling financial statements, and providing accounting assistance, including QuickBooks support and payroll compliance. Graduating from the University of Nebraska-Lincoln, he earned his master’s degree in accounting.
Morrison joins the tax department as a Senior Accountant. He is responsible for compiling financial statements, preparing personal and business tax returns, and consulting with clients on tax planning strategies. He also conducts high-level tax research to provide valuable insights and guidance. Sam graduated from the University of Cincinnati with a master’s degree in taxation.