%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.
Kaylee Henne, Tax Manager, began her career in 2019. She has been with the firm since her internship, progressing through various roles and developing a comprehensive understanding of taxation.
Specializing in tax consulting and compliance, Kaylee focuses on multi-state filers. She provides recommendations and strategic advice to individuals and businesses across various industries, including agribusiness, healthcare, and transportation. At Lutz, Kaylee's drive for continuous learning enables her to stay current with tax regulations, helping her clients succeed and meet their financial goals.
Kaylee lives in Bellevue, NE with her husband, Clay. Outside the office, she is a Husker fan who attends football and volleyball games and enjoys traveling.