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.


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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…

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