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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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Dan Sweeney, Tax Director, began his career in 2016. With both a JD and Tax LLM degree, he has built comprehensive expertise while leading the firm's specialty tax offering.
Leveraging his extensive technical knowledge, Dan specializes in nonprofit, estate, and international tax matters. He excels at translating intricate tax rules into practical applications, ensuring compliance across various sectors. His consultative approach, attention to detail, and ability to find actionable solutions help clients confidently navigate complex regulations.
At Lutz, Dan's passion for learning and thorough research skills have made him a go-to expert in the firm. His intellectual approach to problem solving and deep understanding of tax law continues to elevate the firm's tax practice.
Dan lives in Omaha, NE, with his wife Jillian and son Mark. Outside the office, he can be found reading up on ancient history and taking walks in nature with his wife.