INSIGHTS

Lutz Announces Director Promotions

Lutz, a Nebraska-based business solutions firm, has promoted five to Director roles.

Erin Baas, CPA, has been promoted to Client Accounting Services Director. Baas has over 15 years of experience providing business consulting and advisory services, including accounting assessments, financial reporting, strategic planning, budgeting and forecasting, and benchmarking. She specializes in providing outsourced accounting services to a wide variety of industries with a focus on professional services and private physician medical practices.

Joe Hefflinger, JD, CFP, has been promoted to Director & Investment Advisor at Lutz Financial. Hefflinger has over 14 years of relevant experience and specializes in providing both financial planning and investment advisory services.

Aaron Hoffman, CPA, has been promoted to Tax Director and has over 13 years of experience in taxation. Hoffman provides tax planning, research, compliance, and consulting services to privately held companies.

Julianne Kipple, CPA, CHFP, has been promoted to Healthcare Director. Kipple has over ten years of professional experience in the healthcare industry. Her expertise is in accounting and consulting services for healthcare facilities, including outsourced CFO services, Medicare and Medicaid reimbursement, and Medicaid Disproportionate Share Surveys (DSH).

Pam Riley, CPA, has been promoted to Tax and Client Accounting Services Director in Lutz’s Central Nebraska offices. Riley has over 15 years of experience and her primary focus is delivering tax and client accounting services to closely held businesses as well as entrepreneurial and start-up companies.

RECENT POSTS

Lutz Tech Adds Neil Wardyn to Grand Island Office

Lutz, a Nebraska-based business solutions firm, welcomes Neil Wardyn to the Lutz Tech division in the Grand Island office. Neil joins the firm as a Virtual Chief Technology Officer. He is responsible for architecting short-term and long-term…

read more

How ESOPs Can Benefit Companies and Their Owners

As the business owner of a profitable business, you may want to take some risk out of the picture but you’re not ready to sell the company to a third party. What are some other options? One often overlooked and underutilized…

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 © 2018 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

GRAND ISLAND + NORTH 

403 Lexington Circle

Grand Island, NE 68803

P: 308.384.9910

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND + SOUTH

2722 S Locust Street

Grand Island, NE 68801

P: 308.382.7850