%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1).jpg)
Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)

Read our latest financial market updates and sign up to receive them straight to your inbox.
%20(1)-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1)-1.jpg)
Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-1.jpg)
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(3)%20(1).jpg)
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(4)%20(1).jpg)
For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)

Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Kayla Schulte, Audit Director, began her career in 2015. She has developed extensive expertise in audit and assurance services while contributing to the firm's growth through recruiting initiatives and business development efforts.
Specializing in assurance services for employee benefit plans, healthcare organizations, and nonprofits, Kayla focuses on providing comprehensive financial statement audits, budget analysis, and consulting solutions. She values the opportunity to offer clients straightforward insights that help improve their businesses.
At Lutz, Kayla is known for her thoughtful approach and strong sense of connection with those she works with. She values building lasting relationships with both clients and colleagues, which allows her to collaborate more effectively and earn trust over time. When faced with a challenge, she thoroughly examines it from every angle, ensuring her recommendations are well-informed, practical, and tailored to each unique situation.
Kayla lives in Phillips, NE, with her husband, Andrew, and their children, Jackson and Parker. Outside the office, she can be found taking her kids on adventures.