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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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Brad Newton, Operations Manager, began his career in 2014. With a unique combination of tax and technology expertise, he has progressed through multiple roles at Lutz, from intern to Operations Manager. His dual background in accounting and software development provides him with a distinctive perspective on how technology can enhance the firm's financial and operational systems.
Specializing in software development and workflow optimization, Brad leads the vision and implementation for Lutz's proprietary applications, Locator and ThreadWorks. He collaborates with development teams to design feature enhancements while integrating AI capabilities and automation into the firm's daily processes. Brad focuses on creating technological solutions that address practical challenges and streamline core business functions. He takes particular pride in improving systems that enhance productivity and accuracy for team members across all divisions.
Brad lives in Omaha, NE, with his wife, Grace, and their two dogs, Teddy and Russell. Outside the office, you can find him preparing meals for friends and family, running, golfing, and traveling.