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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Lutz, a Nebraska-based business solutions firm, recently announced its director promotions for 2023.
Jeff Paesl, CPA, has been promoted to Audit Director. He has been instrumental in developing and managing the firm’s Sanitary Improvement District (SID) practice and is a go-to for developers, fiscal agents, and attorneys in the community. In addition to his leadership role with SIDs, Jeff makes a continuous impact through staff training and development. He specializes in providing accounting, auditing, and consulting services for privately held companies in various industries. Jeff works in Lutz’s Omaha office.
Katie Roberts, CPA, has been promoted to Healthcare Director in Lutz’s Lincoln office. She has been an integral member of the healthcare team through her ability to solve complex problems and manage client relationships. Katie is dedicated to exceeding client expectations, improving the healthcare department’s operational structure, and is a steadfast resource for staff training. Katie is responsible for providing accounting and consulting services to healthcare organizations focusing on outsourced CFO services, board and hospital staff education, and reimbursements.