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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Adam Austin, Tax Shareholder, began his career in 2009. He has developed comprehensive expertise in tax consulting and compliance through his years of public accounting. Adam also actively contributes to the firm's growth through his involvement in recruiting initiatives.
Focusing on tax services for privately-held businesses, Adam serves clients across the healthcare, manufacturing, agriculture, and real estate industries. He oversees internal projects while providing deliberate compliance solutions.
At Lutz, Adam leverages his analytical mindset and futuristic outlook to make the complex simple for clients. His ability to anticipate potential implications enables him to create plans that position clients for long-term success, making him a trusted advisor and a valued strategic resource across the firm.
Adam lives in Omaha, NE, with his wife Ashley and their three children, Emilia (Millie), Charlie, and Will. Outside the office, he can be found cheering on Husker football, hunting, fishing, and hiking with his family.