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.


Why Investors Should Own International Stocks

There is a tendency for investors to focus their attention and investment dollars on assets located within the United States. This tendency is well documented and is referred to as Home Country Bias. People are generally more…

read more

2019 Manufacturing Outlook Survey Results

This year’s survey report contains the expectations and opinions of more than 350 manufacturing executives who produce a wide variety of products including industrial/machining, transportation/automotive…

read more


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


13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800


747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154


601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000


3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850