lutz recent news
Lutz Named a 2023 Best Tax and Accounting Firm by Forbes
Forbes has named Lutz a 2023 Best Tax and Accounting Firm in America. The list identifies firms across the U.S. that are most recommended…
Lutz to Transition Hastings Location
Beginning May 1, 2023, Hastings team members will serve local customers under the leadership of former Lutz Shareholders…
Lutz Tech adds Duren, Manley and Swiercek
Lutz recently added Devin Duren, Bill Manley and James Swiercek to its Tech division. Devin joins as a Service Desk Engineer. Bill joins…
Lutz adds Gullotta, Kehr, and Prine, Transitions Preston
Lutz recently added Anthony Gullotta, Michelle Kehr, and Kendall Prine to its Omaha office and has transitioned Lauren Preston to new role…
Lutz adds Felber, Helgerson, Molina and Spilinek
Lutz recently added Morgan Felber, Lauren Helgerson, Teresa Molina and Tonya Spilinek to its Omaha and Grand Island offices…
Jerad Knott Recipient of Volunteer Leadership Award
Lutz is proud to announce that Jerad Knott has been named a recipient of the Clara Barton Meritorious Volunteer Leadership Award…
Lutz adds 13 Staff Accountants
Lutz recently added 13 staff accountants to its Omaha and Lincoln offices. Joining the tax, audit, and healthcare accounting…
Lutz Named 2022 Next Generation Workplace
Lutz has been named the 2022 Next Generation Workplace by the Lincoln Young Professionals Group. Each year they recognize…
Lutz Launches Outsourced HR Offering
Lutz recently announced a new service offering, Outsourced HR. Services include on-demand HR support, compliance management…
Lutz Tech adds Johnson, Nelson and Watke
Lutz recently added Zack Johnson, Jeremy Nelson and Kevin Watke to its Tech division. As Service Desk Technicians, they will be…
Lutz adds Fosket, Nekola and VanOrnam
Lutz recently added Zach Fosket, Jimmy Nekola and Cassandra VanOrnam. Zach and Jimmy, Staff Accountants, and Cassandra, an Administrative…
Lutz Tech adds Jacob Collins and Jamie Taylor
Lutz recently added Jacob Collins and Jamie Taylor to its Tech division. As Project Technicians, they will be responsible for…
Lutz Named a 2022 Top 100 Firm by INSIDE Public Accounting
INSIDE Public Accounting (IPA) recently announced their annual financial performance analysis and ranking of the nation’s largest public…
Lutz Financial Announces Admission of New Owners
Lutz Financial, an SEC Registered Investment Advisor and an affiliate of Lutz, recently announced its admission of four additional owners….
Inflation Reduction Act of 2022
The Inflation Reduction Act of 2022, signed into law on August 16th, has created many new tax provisions that may affect your organization…
Lutz Evolves Client Advisory Services Offering
Lutz is excited to announce the growth of its Client Advisory Services (CAS) offering. This service will extend many of the same benefits…
Lutz adds Elise Free and Raechel Germain
Lutz recently added Elise Free and Raechel Germain to its Omaha office. Elise, a Staff Accountant, and Raechel, a Talent Administrative…
Lutz adds Robyn Davis and Tom Hodgson
Lutz recently added Robyn Davis and Tom Hodgson to its Omaha office. Robyn, a Client Resource Assistant, and Tom, an Investment…
Deyna Rouse Pursues Opportunity to Instruct in Post-Secondary Education
Lutz announces Deyna Rouse’s decision to pursue an instructor opportunity with Creighton University. Rouse has been with Lutz since 2001…
Lutz Tech adds Clifford and Johnson
Lutz recently added Bridget Clifford and McClain Johnson to its Tech division in the Omaha office. Bridget, a Data Analyst, and McClain…
Lutz Announces 2022 Director Promotions
Lutz recently announced its director promotions for 2022. Congratulations to Merrick Aurora, Jaime Briganti, Tony DeSantis, Lauren…
Lutz Announces 2022 Associate through Manager Promotions
Lutz recently announced multiple promotions to manager, senior, and associate roles. Congratulations to Jack Boulay, Tom Docter, Jordan…
Community Businesses Join Forces to Attract Young Talent with “WHY GI?” Event
Local businesses in Grand Island have come together to sponsor a summer networking event called “Why GI?” This event aims to bring summer…
Lutz Financial Named an Accounting Today 2022 Wealth Magnet
Lutz Financial was recently named one of Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM)….
Lutz Tech adds Nelson, Schlachter and Wilson
Lutz recently added Cody Nelson, Kim Schlachter and Devin Wilson to its Tech division. Cody a Project Technician, Kim a Service Desk…
Lutz adds Alberts and Prinz to Omaha Office
Lutz recently added Abi Alberts and Taylor Prinz to its Omaha office. Abi, a staff accountant, and Taylor, a client service…
Lutz Tech adds Deges and Youngquist
Lutz recently added Jason Deges and Bryce Youngquist to its Tech division’s Omaha office. Jason, a senior project engineer, and Bryce…
The Lutz Ledger 2022
Lutz is excited to announce the rollout of our inaugural edition of the Lutz Ledger. The Lutz Ledger will provide an annual update…
Lutz adds Buckley, Leapley and Lehr
Lutz recently added Katie Buckley, Lauren Leapley and Abby Lehr to the firm. Buckley, a Financial Analyst, Leapley, a Staff Accountant…
Hanna Vogel Transitions to Talent Sourcer Role
Lutz recently transitioned Hanna Vogel to a Talent Sourcer position in its Talent division. In her new role, she is responsible for…
Clint Hofeldt Transitions to Data Analyst Role
Lutz recently transitioned Clint Hofeldt to a Data Analyst position in its Lutz Tech division. In his new role, he will be responsible for…
Riley Knight Transitions to Project Coordinator Role
Lutz recently transitioned Riley Knight to a Project Coordinator position in its Lutz Tech division. In his new role, he will assist in…
Lutz adds Ashley Bredthauer and Nevan Hoffman
Lutz recently added Ashley Bredthauer and Nevan Hoffman to its team. Ashley, a Healthcare Manager, and Nevan, a Service Desk…
Lutz adds Dennison and Krieser to Grand Island Office
Lutz recently added Samantha Dennison and Misty Krieser to its Grand Island office. Samantha, a Staff Accountant, and Misty, an Account…
Lindsey Sparks Transitions to Recruiter Role
Lutz recently transitioned Lindsey Sparks to a Recruiter role within its Lutz Talent division. She is responsible for placing candidates…
Accounting Today Names Lutz a 2022 Top 100 Firm and Regional Leader
Lutz has been named a 2022 Top 100 Firm by Accounting Today. This is the fourth consecutive year Lutz has been named to the Top 100 list…
Lutz adds Cradick and Driewer to Omaha Office
Lutz added Laurie Cradick and Abraham Driewer to its Omaha office. Laurie, a Client Relations Manager, and Abraham, a Staff Accountant…
Lutz adds Stump and Watton to Omaha Office
Lutz recently added Charlene Stump and Sydney Watton to its Omaha office. Charlene, an Accounting Assistant, and Sydney, an HR…
Sam Kuhter Recipient of Top 35 Under 35 Award
Lutz is proud to announce that Sam Kuhter has been named one of the Grand Island Chamber’s Top 35 Under 35 award winners…
Lutz Tech adds Kinney, Rasmussen and Selby
Lutz recently added Kyle Kinney, Grace Rasmussen and Will Selby to its Lutz Tech division in its Omaha office…
Lutz adds Danielle Taylor to Lincoln Office
Danielle Taylor joins Lutz’s Lincoln office as a Receptionist. She is responsible for creating an exceptional experience for clients and…
Lutz adds Ethington, Junker and Maher as Staff Accountants
Lutz recently added Jared Ethington and Nate Maher to its Omaha office and Tristan Junker to its Hastings office as Staff Accountants…
2022 Webinar Schedule
Lutz Gives Back + 12 Days of Lutzmas 2021
The Lutz Gives Back Committee looks forward to organizing the 12 Days of Lutzmas events for our employees to give back to our local communities every year…
Lutz M&A Advises Brokers Clearing House on its Acquisition by Integrity Marketing Group
Lutz M&A served as the exclusive financial advisor to Brokers Clearing House in its acquisition by Integrity Marketing Group…
Tyler Daveline Transitions to 401(k) Client Representative Role
Lutz recently transitioned Tyler Daveline to its Financial division as a 401(k) Client Representative. In his new role, he will be…
Lutz adds Shannon Barber and Hanna Vogel to Omaha Office
Lutz recently added Shannon Barber and Hanna Vogel to its Omaha office. Shannon, a Senior Accountant, and Hanna, an Administrative…
Lutz Named a 2022 Best Tax and Accounting Firm by Forbes
Lutz has been named a 2022 Best Tax and Accounting Firm in America by Forbes. This is the third year in a row Lutz has been named…
Lutz adds Marde Thomas to Hastings Office
Lutz, a Nebraska-based business solutions firm, welcomes Marde Thomas as its receptionist in their Hasting’s office…
Barton, Coleman and Hofstetter Transition to Client Resource Roles
Lutz, a Nebraska-based business solutions firm, recently transitioned Andrea Barton, Emily Coleman and Bethany Hofstetter to client resource positions within its firm administration…
Lutz Tech adds Jeremy Greenfield and Curt Topf
Lutz recently added Jeremy Greenfield, Senior Project Engineer, and Curt Topf, Business Development Manager, to its Tech division in Omaha…
Lutz adds Staff Accountants to Omaha, Lincoln and Grand Island Offices
Lutz welcomes Bailey Armbruster, Tracy Chvala, Victor Salerno, Claira Thede, Mali Thramer, Ashley Tyler and Ansel Uerling…
Lutz adds Staff Accountants to Omaha, Grand Island and Hastings Offices
Lutz recently added seven staff accountants to its Omaha, Grand Island and Hastings offices. Welcome Elizabeth, Kelsey, Thomas, Alex, Robin…
Lutz adds Alec Johnston and Sebastian Tine
Lutz welcomes Alec Johnston and Sebastian Tine to its Omaha office. Alec joins Lutz Financial and Sebastian joins Lutz Tech…
Lutz adds Heber Camey and Lindsey Sparks
Lutz welcomes Heber Camey and Lindsey Sparks. Heber joins Lutz Tech as a Service Desk Technician and Lindsey joins Lutz Talent as a…
Lutz adds Claire Hasty and Jessica Schmid
Lutz welcomes Claire Hasty and Jessica Schmid to its Omaha office. Claire joins the team as a staff accountant and Jessica as an accounting assistant…
Lutz Announces 2021 Shareholder and Director Promotions
Lutz recently announced its shareholder and director promotions for 2021…
Lutz Announces 2021 Manager, Senior, Associate and Tech Division Promotions
Lutz, a Nebraska-based business solutions firm, recently announced its manager, senior, associate, and tech division promotions for 2021…
Lutz named a 2021 Top 100 Firm by INSIDE Public Accounting
Lutz made its fourth appearance on the INSIDE Public Accounting (IPA) Top 100 list, coming in at #83. Ranking the nation’s largest…
Lutz Formalizes Transaction Advisory Service Line
Lutz recently formalized a new offering, Transaction Advisory Services (TAS). TAS will offer Quality of Earnings (QoE) reports…
Lutz adds Joshua Ahart and Marissa Lee to Omaha Office
Lutz, a Nebraska-based business solutions firm, welcomes Joshua Ahart and Marissa Lee to its Omaha office…
Lutz adds McWilliams, Skrobecki and Stalsberg as Staff Accountants
Lutz, a Nebraska-based business solutions firm, recently added three staff accountants to its Omaha office…
Lutz adds Zach Koester and Lauren Meyers
Lutz, a Nebraska-based business solutions firm, welcomes Zach Koester and Lauren Meyers to its Omaha office…
Lutz Financial Named an Accounting Today 2021 Wealth Magnet
Lutz Financial was recently named one of Accounting Today’s 2021 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM)…
Lutz adds Brodie Case and Dawn Wessling to Omaha Office
Lutz, a Nebraska-based business solutions firm, welcomes Brodie Case and Dawn Wessling to its Omaha office…
Accounting Today Names Lutz a 2021 Top 100 Firm and Regional Leader
Lutz has been named a 2021 Top 100 Firm by Accounting Today. This is the third consecutive year that Lutz has been named to the list…
Lutz adds Riley Knight as Project Engineer
Lutz, a Nebraska-based business solutions firm, welcomes Riley Knight to its Lutz Tech division in its Omaha office…
Lutz adds Theresa Keenan and Haley Svendgard
Lutz, a Nebraska-based business solutions firm, welcomes Theresa Keenan and Haley Svendgard to its Omaha office…
Lutz adds Holzworth and McKeon to Omaha Office
Lutz, a Nebraska-based business solutions firm, welcomes Sydney Holzworth and Joe McKeon to its Omaha office…
Lutz gives back + 12 days of lutzmas 2020
The “12 Days of Lutzmas” is a unique tradition that is designed to provide our employees with 12 different opportunities to give back during the holiday season…
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…
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…
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…
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…
Lutz Announces 2021 Lutz Learning Live Schedule
Lutz, a Nebraska-based business solutions firm, is excited to announce its 2019 Lutz Learning Live seminar schedule! Lutz Learning Live is a series of free educational programs that offer up-to-date information…
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…
Lutz adds Nine Staff Accountants
Lutz, a Nebraska-based business solutions firm, recently added nine staff accountants to its Omaha and Grand Island offices…
Lutz adds Tony DeSantis to its Consulting Division
Lutz, a Nebraska-based business solutions firm, welcomes Tony DeSantis to its Omaha office. Tony DeSantis joins Lutz’s consulting division and will be leading the charge for the firm’s data analytics and insights…
Lutz adds Tyler Hohenstein as Senior Accountant
LUTZ BUSINESS INSIGHTS Lutz adds Tyler Hohenstein as Senior Accountant Lutz, a Nebraska-based business solutions firm, welcomes Tyler Hohenstein to its Grand Island office. Tyler joins Lutz’s tax department as a Senior Accountant. He is responsible for providing...
Lutz Announces Partnership with Bryan Health Connect
Lutz, a Nebraska-based business solutions firm, is excited to announce their preferred business partnership with Bryan Health Connect. Through this alliance, Lutz’s specialized accounting and healthcare consulting…
Lutz Named a 2020 “Top 100 Firm” and “Best of the Best” by INSIDE Public Accounting
INSIDE Public Accounting (IPA) recently announced their annual financial performance analysis and ranking of the nation’s largest public accounting firms. This year, Lutz made its third appearance on the IPA Top 100 list…
Lutz adds Three Central Nebraska Staff Accountants
Lutz, a Nebraska-based business solutions firm, welcomes Abby Kile, Dan Strecker and Garrett VanSkiver to its Central Nebraska team as Staff Accountants. Each will be responsible for providing…
Lutz adds McKenzie Bruce as Staff Accountant
Lutz, a Nebraska-based business solutions firm, welcomes McKenzie Bruce to its Omaha office. McKenzie joins Lutz’s tax and client accounting services departments as a Staff Accountant…
Lutz Announces Administrative Lead Promotions
Lutz, a Nebraska-based business solutions firm, recently announced the promotion of Jennifer Kahre and Audra Mason to Administrative Lead in Lutz’s Omaha office…
Lutz Announces 2020 Senior Promotions
Lutz, a Nebraska-based business solutions firm, recently announced the promotion of 12 professionals to Senior level positions. Congratulations to…
Lutz Announces 2020 Manager Promotions
LUTZ BUSINESS INSIGHTS Lutz announces 2020 manager promotions Lutz, a Nebraska-based business solutions firm, recently announced the promotion of 16 professionals to Manager positions.Jim DeBoer has been promoted to Service Manager in Lutz’s Tech division. He is...
Lutz Launches Risk Assessment Service Line
Lutz, a Nebraska-based business solutions firm, recently announced a new service offering, Risk Assessment. Offerings include compliance and operational risk reviews, as well as physical security, cybersecurity, and fraud risk assessments…
Lutz M&A Advises Wings on its Acquisition by Eagle’s Landing
Lutz M&A recently announced that it served as the exclusive financial advisor to Wings America Limited Partnership, owner-operator of…
CARES Act Overview
Congress has officially passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act…
Updates to July 15 Tax Filing Deadline
Governor Ricketts has followed the lead of the IRS and extended the Nebraska income tax filing and payment deadline to July 15, 2020…
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