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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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Brian Wilmes, Tax Manager, began his career in 2018 as an intern with Lutz. He has since developed comprehensive expertise in taxation while taking on leadership roles within the firm.
Specializing in tax consulting and compliance, Brian focuses on construction and real estate industries, providing tax projections, planning strategies, and employee benefit plan filings. He values building strong client relationships and collaborating to identify tax savings opportunities. Brian's analytic nature and forward-thinking approach enable him to develop effective strategies that help clients achieve long-term success while supporting the development of newer team members.
Brian lives in Omaha, NE. Outside the office, he can be found attending Creighton and Nebraska sporting events, golfing, and spending time outdoors.