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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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Jon Patent, Tax Shareholder, began his career in 2013. Since joining the firm, he has developed extensive expertise in tax and consulting services. Jon leads efforts to grow Lutz's presence in the Lincoln community, demonstrating his commitment to the firm's expansion.
Specializing in tax compliance for businesses and individuals, Jon focuses on the construction, real estate, and transportation industries. He manages client relationships across all services, collaborating closely with companies and entrepreneurs to solve complex problems and add value. Jon appreciates the opportunity to make a tangible impact on his clients' businesses and values Lutz's commitment to industry-specific expertise.
At Lutz, Jon embodies the firm’s "take ownership" philosophy by actively anticipating client needs and taking full responsibility for the success of every project. He approaches each client’s business as if it were his own and is truly invested in helping clients achieve their goals. This commitment not only enhances client relationships but has also been key to Lutz’s continued success in the Lincoln market.
Jon lives in Lincoln, NE, with his wife Cristin, daughters August and Elliot, son Trey, and their dog Carl. He spends time with friends and family, plays golf, and hones his culinary skills.