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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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Katie Byrd, Audit Director, began her career in 2014. Starting as an intern with Lutz, she has developed comprehensive expertise in audit, assurance, and forensic accounting while serving as the nonprofit practice leader and participating on the audit policy committee.
Leveraging her experience in financial reporting and analysis, Katie focuses on providing assurance services to retail, service, and nonprofit organizations. She assists with transaction advisory services and employee benefit plan audits while managing complex client engagements. Katie values building strong relationships with clients and developing solutions for challenging transactions.
At Lutz, Katie's strong communication skills and drive enable her to make a meaningful impact in the nonprofit sector. Her passion for helping organizations that serve our community is evident in her internal committee involvement and role in shaping the firm’s local support initiatives.
Katie lives in Omaha, NE, with her husband, Tyler, twins Quinn and Tate, and their dog, Schmidley. Outside the office, she can be found cheering on the Huskers, traveling, reading, and staying active through sand volleyball and golf.