Lutz Promotes Pugh to Shareholder

Lutz Promotes Pugh to Shareholder

 

LUTZ BUSINESS INSIGHTS

 

Lutz promotes pugh to shareholder

Lutz, a Nebraska-based business solutions firm, has promoted Taylor Pugh, CPA, to Audit Shareholder in Lutz’s Omaha office.

“Taylor delivers superior service to our clients through her technical and strong client relationship management skills. She continues to make a positive impact with her involvement in many firm initiatives including recruiting, staff development and the firm’s new coaching program,” said Mark Duren, Managing Shareholder.

Taylor has eight years of experience in the industry and provides accounting, auditing, and consulting services to privately held companies. In addition, she leads the Transaction Advisory Services practice as well as consults on special projects related to forensic accounting and litigation support. Taylor graduated, with highest distinction, from the University of Nebraska-Lincoln with a Master’s degree in professional accountancy.

 

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VIEW MODIFIED SUMMER HOURS HERE

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 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz adds Melissa Adams and Connie Harrison

Lutz adds Melissa Adams and Connie Harrison

 

LUTZ BUSINESS INSIGHTS

 

Lutz adds Melissa Adams and Connie Harrison

Lutz, a Nebraska-based business solutions firm, recently added Melissa Adams and Connie Harrison to its Omaha office.

Melissa joins Lutz Talent as a Client Relations Lead and brings over 14 years of experience in the recruiting industry. She is responsible for assisting the talent team in managing client accounts, as well as developing new client/candidate relationships. Adams specializes in search and staffing for accounting and finance positions. Melissa received her Bachelor’s degree from the University of Nebraska-Omaha.

Connie joins the firm as an Internal Staff Accountant. Her primary responsibilities consist of compiling and maintaining accounts payable records, reconciling credit cards, generating checks, and other administrative tasks. Harrison brings over 11 years of relevant experience in bookkeeping, accounting, billing, and compliance.

 

RECENT POSTS

5 Key Purchase Agreement Considerations

The purchase agreement is a major component of an M&A deal. It is the contract that documents all of the terms agreed upon between the buyer and the seller in a transaction. Without one, it would be…

read more

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

VIEW MODIFIED SUMMER HOURS HERE

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 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz M&A adds Mark Otte

Lutz M&A adds Mark Otte

 

LUTZ BUSINESS INSIGHTS

 

Lutz M&A adds Mark Otte

Lutz, a Nebraska-based business solutions firm, welcomes Mark Otte to its M&A division in the Omaha office.

Bringing over two years of consulting and valuation experience, Mark joins Lutz M&A as a Financial Analyst. He is responsible for performing business assessments and financial analyses, providing benchmarking reports to clients, and preparing marketing documents for businesses being acquired or seeking new investment. Otte graduated from the University of Northern Iowa with a Bachelor’s degree in accounting.

 

RECENT POSTS

5 Key Purchase Agreement Considerations

The purchase agreement is a major component of an M&A deal. It is the contract that documents all of the terms agreed upon between the buyer and the seller in a transaction. Without one, it would be…

read more

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

VIEW MODIFIED SUMMER HOURS HERE

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 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Englund a Recipient of Hastings Young Professional 30 Under 30ish Award

Englund a Recipient of Hastings Young Professional 30 Under 30ish Award

 

LUTZ BUSINESS INSIGHTS

 

Englund a Recipient of Hastings Young Professional 30 Under 30ish Award

Lutz, a Nebraska-based business solutions firm, is proud to announce that Ashley Englund has been named a Hastings Young Professional’s 30 Under 30ish award winner. This distinction awards 30 young leaders in Adams County that have exemplified leadership and dedication to the growth of the Hastings area community through professional and personal achievements.

Ashley joined the firm in 2017 as part of McDermott & Miller joining forces with Lutz and serves as a Tax Director. Bringing over six years of prior public accounting experience, her primary focus includes business tax return preparation, accounting consultation and planning, small business accounting, individual income tax return preparation and planning, financial statement reviews and compilations, and accounting operation management for Lutz’s Central offices.

Englund is actively involved in the Hastings Young Professionals group. She is also a board member of the Hastings Literacy Program.

RECENT POSTS

5 Key Purchase Agreement Considerations

The purchase agreement is a major component of an M&A deal. It is the contract that documents all of the terms agreed upon between the buyer and the seller in a transaction. Without one, it would be…

read more

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

VIEW MODIFIED SUMMER HOURS HERE

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 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Announces Associate + Coordinator Promotions

Lutz Announces Associate + Coordinator Promotions

 

LUTZ BUSINESS INSIGHTS

 

Lutz announces associate + coordinator promotions

Lutz, a Nebraska-based business solutions firm, has promoted Courtney Russell and Cara Williams in Lutz’s Omaha office.

Courtney Russell has been promoted to Human Resources Associate. She is responsible for coordinating the onboarding and orientation processes for Lutz’s new employees, as well as assisting with employee retention efforts. In addition, Courtney assists with Lutz’s campus recruiting program.

Cara Williams has been promoted to Marketing Coordinator. She is responsible for coordinating and implementing strategic marketing plans, with a focus on event planning and firm sponsorships for all Lutz divisions and locations.

 

RECENT POSTS

5 Key Purchase Agreement Considerations

The purchase agreement is a major component of an M&A deal. It is the contract that documents all of the terms agreed upon between the buyer and the seller in a transaction. Without one, it would be…

read more

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

VIEW MODIFIED SUMMER HOURS HERE

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 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850

Lutz Promotes 15 to Senior Positions

Lutz Promotes 15 to Senior Positions

 

LUTZ BUSINESS INSIGHTS

 

Lutz promotes 15 to senior positions

 

 Lutz, a Nebraska-based business solutions firm, has promoted 15 professionals to Senior positions.

Juan Ayala-Roman, CPA, has been promoted to Senior Accountant in the audit department in Lutz’s Omaha office. He is responsible for providing assurance and consulting services to clients with a focus on employee benefit plans and the non-profit industry.

Jack Boulay, CPA, has been promoted to Senior Accountant in the audit department. He is responsible for providing credibility to clients through financial reporting. In addition, he will work to maintain a high level of objectivity and confidentiality in all areas for clients in a variety of industries. Boulay works in Lutz’s Omaha office.

Matt DeLong has been promoted to Senior Accountant in the tax department. He is responsible for the preparation of individual, business and fiduciary income tax returns, estate and business planning, as well as taxpayer representation on IRS matters. DeLong works in Lutz’s Omaha office.

Bryan Frew, CPA, has been promoted to Senior Accountant in Lutz’s Hastings Office. He is responsible for providing business and individual taxation services to clients in a variety of industries. In addition, he will provide credibility to clients through financial reporting.

Bryson Henkel, CPA, has been promoted to Senior Accountant. He provides individual and business income tax returns with a focus on the agriculture industry, as well as employee benefit plan audits. Henkel works in Lutz’s Hastings office.

Nate Jones, CPA, has been promoted to Senior Accountant in the audit department. He is responsible for the preparation and examination of financial records for clients across various industries. Jones works in Lutz’s Omaha office.

Kim Kaye, CPC, CEMA, has been promoted to Senior Healthcare Consultant in Lutz’s Omaha office. She provides professional coding assistance, chart audits and chargemaster reviews for clients with a focus on the healthcare industry.

Emily Moore, CPA, has been promoted to Senior Accountant in the client accounting services department. She specializes in providing outsourced accounting services to clients with a focus on QuickBooks, tax and payroll compliance, small business consulting, as well as software implementation and training. Moore works in Lutz’s Omaha office.

Brad Newton, CPA, has been promoted to Senior Accountant in the tax and operations departments. He is responsible for providing tax planning and consulting for clients with a focus on tax exempt organizations. In addition, he will assist in coordinating Lutz’s internal accounting operations. Newton works in Lutz’s Omaha office.

Emma Perry, CPA, has been promoted to Senior Accountant in the tax department. She is responsible for the preparation of individual, business and fiduciary income tax returns for clients in a variety of industries. Perry works in Lutz’s Omaha office.

Robby Renshaw has been promoted to Human Resources Specialist in Lutz’s Omaha office. She is responsible for leading Lutz’s internship program and campus recruiting efforts. In addition, she helps oversee the onboarding, employee retention and performance management processes.

Kris Rutz has been promoted to Senior Project Engineer in Lutz’s Tech division. With over five years of experience in the technology industry, Rutz is responsible for assisting outsourced IT clients with technology infrastructure enhancements. Kris works in Lutz’s Omaha office.

Steve Schaffer has been promoted to Operations Lead. He is responsible for assisting the Chief Operating Officer in leading internal operations, gathering and analyzing firm data, as well as consulting with management on internal business plans. Schaffer works in both the Lincoln and Omaha Lutz offices.

Claire Thelen has been promoted to Senior Healthcare Consultant. She provides chargemaster, billing and coding and revenue cycle consulting services to clients with a focus on hospitals and healthcare systems. Thelen works in Lutz’s Omaha office.

Zach Weis, CPA, has been promoted to Senior Accountant in the tax department. He provides tax consulting and compliance services for clients with a focus on individual and business income tax. Weis works in Lutz’s Omaha office.

RECENT POSTS

5 Key Purchase Agreement Considerations

The purchase agreement is a major component of an M&A deal. It is the contract that documents all of the terms agreed upon between the buyer and the seller in a transaction. Without one, it would be…

read more

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

VIEW MODIFIED SUMMER HOURS HERE

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 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850