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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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Jim Honz, Tax Consultant and Former Shareholder, built his career developing specialized expertise in tax advisory and business entity structuring. Known for his strategic approach and depth of knowledge, he has helped businesses navigate complex tax regulations and achieve their financial goals.
Throughout his career, Jim has focused on creating tailored tax strategies for clients, particularly in the agribusiness and manufacturing industry. His expertise extends to LIFO inventory methods, tax-exempt organizations, and export tax incentives (IC-DISC), where he has helped clients maximize savings and improve profitability.
While Jim has transitioned from his role as Tax & Consulting Shareholder, he continues to share his expertise with Lutz clients on a limited basis. He is available for scheduled consultations and can be reached via email for specialized tax planning needs, particularly during peak seasons.