Joe Donovan

Joe Donovan, Tax Shareholder, began his career in 2012. Over the past decade, he has built comprehensive expertise in taxation while taking on significant leadership roles. Joe serves on both the board of directors and the Lutz Financial board and contributes to the firm's strategic direction through the tax policy committee. 

Leveraging his knowledge in business and income tax planning, Joe focuses on serving clients in the private equity, construction, real estate, and family office sectors. As a Chartered Advisor in Philanthropy, he provides comprehensive tax and estate planning solutions that align with clients' broader financial goals. Joe thrives on partnering with his clients to boost their business profitability, aiming to be their most trusted advisor not just for tax planning but for general business decisions as well. 

At Lutz, Joe exemplifies the firm's commitment to being an expert through his strategic approach to complex tax matters. His dedication to continuous learning and ability to understand each client's unique situation enables him to develop tailored solutions that drive success. As a leader in the firm, he actively contributes to fostering growth and developing the next generation of tax professionals. 

Joe lives in Omaha, NE, with his wife Franci and their children Jack, Katie, and Danny. Outside the office, he can be found spending time with family, traveling, and reading.