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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
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Sam Addy, Audit Shareholder, began his career in 1999. He has developed comprehensive expertise in assurance and consulting services and now serves as the nonprofit niche lead, demonstrating his commitment to serving mission-driven organizations.
Leveraging his experience across multiple industries, Sam focuses on privately held companies in the nonprofit, manufacturing, distribution, technology, and service sectors, as well as employee benefit plan and surprise custody audits. He values building long-term partnerships with clients, particularly appreciating the opportunity to help nonprofits succeed in their missions. Sam's approach centers on providing value beyond compliance, helping organizations see the broader picture of their operations.
At Lutz, Sam embodies the firm's "appreciate perspective" philosophy through his understanding of both for-profit and nonprofit sectors. His ability to see each organization's unique challenges while maintaining consistent quality enables him to help clients present their best story within accounting guidelines. This balanced approach has strengthened Lutz's reputation as a trusted partner to over 300 nonprofit organizations.
Sam lives in Omaha, NE, with his wife Megan, sons Charlie and George, and their dog Lenny. Outside the office, he can be found traveling, attending sporting events, and spending time with friends and family.