Lutz adds Frei, Gaston and Stone to Omaha Office

Lutz adds Frei, Gaston and Stone to Omaha Office

 

LUTZ BUSINESS INSIGHTS

 

Will Frei
Annie Gaston
Jana Stone

Lutz adds frei, gaston and stone to omaha office

Lutz, a Nebraska-based business solutions firm, welcomes Will Frei, Annie Gaston, and Jana Stone to its Omaha office. 

Will Fei joins Lutz’s Accounting division as a Staff Accountant in the audit department. He is responsible for providing credibility to clients through financial reporting. In addition, he works to maintain a high level of objectivity and confidentiality in all areas for clients in a variety of industries. Frei graduated from Hastings College with a Bachelor’s degree in accounting.

Annie Gaston joins Lutz’s firm admin department as an Administrative Assistant. She is responsible for providing administrative support to the firm including continued education recordkeeping, tax return processing and other duties as assigned. Graduating from Midland University, Gaston received her Bachelor’s degree in arts management.

Jana Stone joins Lutz’s Talent division as a Talent Sourcer. She is responsible for interviewing and placing candidates for Lutz Talent clients. Jana focuses on the accounting, finance, office administration, and human resources industries. She received her Bachelor’s degree in communications and biblical studies from Grace University.

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Launches Data Analytics & Insights Service Line

Lutz Launches Data Analytics & Insights Service Line

 

LUTZ BUSINESS INSIGHTS

 

Lutz launches data analytics & insights service line

Lutz, a Nebraska-based business solutions firm, recently announced a new service offering, Data Analytics & Insights. Offerings include data visualization, data and statistical analytics, analytics strategy development and information management. In addition, our team can assist clients with their data migration, integration, workflow automation and training needs.

Tony DeSantis, Data Analytics Manager at Lutz, said, “Businesses have a wealth of information at their fingertips. However, many struggle to tap into this valuable resource or understand what their data can tell them. Our goal is to simplify the process and help businesses leverage their data to uncover the answers to their most pressing questions. By analyzing your data, we will provide actionable insights that your business can use to increase revenue, decrease costs, anticipate changes and drive client satisfaction.

Lutz’s Data Analytics and Insights service offers a personalized approach to business intelligence, analytics and automation.

“Technology has always been at the forefront of our business. The development of our data analytics service represents our continued commitment to technological advancement and focus on client success. Our combination of deep industry experience and unique analytics skill sets allow us to drive insights and opportunities for our clients. We are excited to see how this offering will help Lutz and our customers grow and prosper,” said Mark Duren, Lutz Managing Shareholder.

Learn more about Lutz’s Data Analytics & Insights offering here: https://www.lutz.us/services/consulting/data-analytics/

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Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Named a 2021 Best Tax and Accounting Firm by Forbes

Lutz Named a 2021 Best Tax and Accounting Firm by Forbes

 

LUTZ BUSINESS INSIGHTS

 

Lutz named a 2021 best tax and accounting firm by forbes

Lutz, a Nebraska-based business solutions firm, has been named a 2021 Best Tax and Accounting Firm in America by Forbes. The list identifies 278 firms across the U.S. who are most recommended for their tax and/or accounting services. This is the second year in a row Lutz has been named to both the “Best Tax Firms” and “Best Accounting Firms” lists.

To generate the Best Tax and Accounting Firms list, Forbes partnered with research company, Statista, to distribute a survey to various tax and accounting professionals including CPAs, tax lawyers, accountants, CFOs, and more. The survey asked participants to select the top ten tax and top ten accounting firms they would recommend based on their professional experience. Nearly 30,000 surveys were distributed, and firms with the highest amount of recommendations were awarded. In total, 200 companies were named as “America’s Best Accounting Firms,” 250 as “America’s Best Tax Firms”, and 172 were recommended for both tax and accounting, including Lutz.

For a full list of Forbes’ 2021 Best Tax and Accounting Firms in America, please visit https://www.forbes.com/best-tax-firms/#2199138524bd.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Chris Wagner Awarded NAPA’s 2021 Top Retirement Plan Advisors Under 40

Chris Wagner Awarded NAPA’s 2021 Top Retirement Plan Advisors Under 40

 

LUTZ BUSINESS INSIGHTS

 

chris wagner awarded napa’s 2021 top retirement plan advisors under 40

Lutz, a Nebraska-based business solutions firm, is excited to announce that Chris Wagner, Investment Adviser at Lutz Financial, has been selected as one of the National Association of Plan Advisors (NAPA)[1] 2021 Top Retirement Plan Advisors Under 40![2]

The NAPA Top Retirement Plan Advisors Under 40 award, nicknamed the “Aces,” was established in 2014. Since then, it has grown to become a standard-setting industry list. The recipients of this award are widely viewed as the future leaders in the retirement plan advisor industry.[3]

This year, NAPA received a record number of nominations, more than 600, designated by the NAPA Broker-Dealer/RIA Firm Partners. Each candidate was vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review.[4]

“We are proud to congratulate Chris on this outstanding achievement! Chris’s leadership, along with the growth and success of our Retirement Plan Services department at Lutz Financial, have been driving factors in achieving this award. This recognition is a testament to the value of his expertise and the work he does. We are grateful to have Chris as part of our team and applaud this well-deserved accomplishment,” said Jim Boulay, Investment Adviser and Managing Member of Lutz Financial.

View the full list of Top Retirement Plan Advisors Under 40 at https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40.

Learn more about Lutz’s Retirement Plan Services by visiting https://www.lutz.us/services/lutzfinancial /retirement-plan-services/.

 

[1] The National Association of Plan Advisors is a non-profit professional society and an affiliate organization of the American Retirement Association created by and for retirement plan advisors.  Read more about what differentiates NAPA from other trade associates here: https://www.napa-net.org/about-us.

[2] Established in 2014, the NAPA Top Retirement Plan Advisors Under 40 (unofficially, “young guns”) list, rebranded “ACES”, “is based upon applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners”.  See, https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

[3] https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

[4] https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

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SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Announces 2021 Lutz Learning Live Schedule

Lutz Announces 2021 Lutz Learning Live Schedule

 

LUTZ BUSINESS INSIGHTS

 

Lutz Announces 2021 Lutz Learning Live Schedule

Lutz announces 2021 lutz learning live schedule

Lutz, a Nebraska-based business solutions firm, is excited to announce its 2021 Lutz Learning Live seminar schedule! Lutz Learning Live is a series of free educational programs that offer up-to-date information on a wide range of topics. Presentations vary in length but will allow time at the end for Q&A. Most presentations offer the possibility for CPE credit as well. Below is a list of current dates for 2021:

JANUARY 13 | OFFICE 365 APPLICATION SPOTLIGHT: MICROSOFT TEAMS | WEBINAR

In today’s largely remote work environment, staying connected is more important than ever. Microsoft Teams is a business communication platform that can help your team collaborate more efficiently via chat and videoconferencing. But that’s just a few of its capabilities. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will help you better understand the valuable features of Microsoft Teams so you can better collaborate with your co-workers wherever you are.

JANUARY 19 | GENERATION Z ENTERING THE WORKFORCE | WEBINAR

The new kids have arrived and are taking the workforce by storm. As the most diverse and well-educated generation yet, Gen Z brings an unprecedented digital connection, individuality, entrepreneurial spirit, and sense of purpose, among other strengths. In this presentation, Human Resources Shareholder, Stephanie Hand, and Director of Talent Acquisition, Chris Bouchard, will cover what to expect as Gen Z enters the workforce.

FEBRUARY 10 | OFFICE 365 APPLICATION SPOTLIGHT: ONEDRIVE | WEBINAR

If you like free storage, easy organization and simple collaboration, Microsoft OneDrive is the document management platform for you. This cloud storage program can back up and store your business files online, enabling you to access them from any location, on any device. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the central features and benefits of using Microsoft OneDrive in your organization.

MARCH 3 | LUTZ FINANCIAL MARKET UPDATE | WEBINAR

Investment topics are always top of mind with our clients as the markets are constantly changing and evolving. The constant noise around financial markets can be distracting and confusing. It’s important to cut through that noise and be pragmatic long-term. In this webinar, Senior Portfolio Manager and Head of Research, Josh Jenkins, and Financial Adviser and Principal, Justin Vossen, from Lutz Financial will analyze the current state of the markets and examine thoughtful approaches to investing.

MARCH 17 | OFFICE 365 APPLICATION SPOTLIGHT: SHAREPOINT | WEBINAR

Web-based collaborative platforms are essential for businesses with a dispersed workforce. Microsoft SharePoint is a highly configurable document management and file storage application that can help your teams work more efficiently from anywhere in the world. In this presentation, Jack Moylan, and Jessica Murray of Lutz Tech will cover the features and benefits of SharePoint and how your business can best integrate and utilize its core capabilities.

APRIL 14 | OFFICE  365 APPLICATION SPOTLIGHT: MICROSOFT POWER PLATFORM | WEBINAR

Microsoft’s Power Platform highlights some of its most robust tools including PowerBI, PowerApps, Power Automate and Power Virtual Agents, which allow organizations to more effectively build apps, analyze data, seamlessly automate processes and create virtual agents to move the needle forward and increase your bottom line. In this presentation, Data Analytics Manager, Tony DeSantis, will take a deeper dive into the platform’s impressive products and provide tips on how to best utilize its features in your business.

MAY 5 | AM I READY TO SELL MY BUSINESS? | WEBINAR

When is the right time to exit your business? Unfortunately, there is never a clear answer to this question. Whether you are considering a business sale or not, it’s important to understand your options, so you are prepared when the time comes. In this webinar, Consulting Director, Ryan McGregor, and Financial Analyst, Mark Otte, of Lutz M&A will provide tips for a successful business sale strategy.

For more information, or to register to attend, visit www.lutz.us/lutz-events. Join us and let Lutz help you mind what matters!

RECENT POSTS

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Brady Sutfin and Tucker Zeleny

Lutz adds Brady Sutfin and Tucker Zeleny

 

LUTZ BUSINESS INSIGHTS

 

Brady Sutfin
Tucker Zeleny

Lutz adds brady sutfin and tucker zeleny

Lutz, a Nebraska-based business solutions firm, welcomes Brady Sutfin and Tucker Zeleny to its Omaha and Lincoln offices.

Brady joins the firm’s tax department as a Staff Accountant. He is responsible for preparing individual and business income tax returns, as well as providing general accounting assistance to clients in a variety of industries. Graduating from the University of Nebraska-Omaha, Sutfin received his Bachelor’s degree in accounting. Brady works in Lutz’s Omaha office.

Tucker joins the firm as a Data Analytics Associate. He is responsible for interpreting and analyzing data, data cleanup, advanced analytics, and data science to support customers’ business functions. Zeleny received his Ph.D. in statistics from the University of Nebraska-Lincoln. Tucker works in Lutz’s Lincoln office.

RECENT POSTS

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850