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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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Nikki Kastl, Audit Manager, began her career in 2018. She has progressed from an intern to her current position, developing a comprehensive understanding of audit and assurance.
Providing credibility to businesses through financial reporting, Nikki specializes in the nonprofit industry. She prepares financial statements through audits, reviews, and compilation procedures, offering guidance and consulting services tailored to each business’s unique needs. At Lutz, Nikki values building long-term relationships with clients and witnessing them achieve their goals.