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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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McKenzie Haase, Tax Manager, began her career in 2019. She has progressed from an intern to her current position, acquiring in-depth taxation experience. McKenzie is actively involved in business development initiatives, demonstrating her commitment to growing Lutz and investing in the firm's future success.
Specializing in tax consulting and compliance, McKenzie focuses on the real estate and services industries. She collaborates closely with individuals and businesses and other departments to provide strategic planning and consulting services. At Lutz, McKenzie's futuristic outlook and disciplined approach enable her to anticipate potential financial implications and develop proactive solutions for clients.
McKenzie lives in Omaha, NE with her husband Ty, and their yellow lab, Maya. Outside the office, she golfs, runs, and attends sporting events.