Investing in small businesses and startups might feel risky, but the potential for substantial ...
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Are You Prepared? Financial Access Checklist for Spouses
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Top 3 Financial KPIs Every Business Owner Should Track
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Key Items to Review During Financial Due Diligence
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5 Benefits of Using Gallup's CliftonStrengths in Your Company
Gallup’s CliftonStrengths assessment can help you identify the strengths of the people working in your teams.
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Introducing Data Analytics into Your Business
Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.
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17 Tech Tips & Tricks
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- Achiever, Relator, Focus, Analytical, Responsibility
Steve Kenney
Tax Shareholder
Steve Kenney is a Tax Shareholder at Lutz. He began his career in 1988. He specializes in executive tax, estate, and family wealth planning, and assists with mergers and acquisitions.
Areas of Focus
- Tax Consulting & Compliance
- Business Consulting
- Estate & Trust Planning
- Mergers & Acquisitions
- Family Office Services
- Construction Industry
- Manufacturing & Distribution Industry
- Professional Services Industry
Affiliations & Credentials
- American Institute of Certified Public Accountants, Member
- Nebraska Society of Certified Public Accountants, Member
- Omaha Estate Planning Council, Board Member
- Certified Public Accountant
- Chartered Advisor in Philanthropy®
Community Service
- Children's Scholarship Fund of Omaha, Board Member, Finance Chairman
- Creighton Preparatory School, Past Finance Committee Member
- Creighton University Heider College of Business, Past Board Member
- Duchesne Academy of the Sacred Heart, Past Board Member
- Omaha Estate Planning Council, Past Board Member
Educational Background
- BSBA in Finance and Accounting, Creighton University, Omaha, NE
Thought Leadership
Accounting
The Small Business Stock Gain Exclusion:...
Accounting
Updated IRS Guidance on Entertainment Meal...
In relation to our first blog, “Understanding the New Rules Regarding Business Entertainment ...
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Accounting
Transferring Stock Ownership to Employees &...
In the first part of this blog series, we discussed the ins and outs of transferring stock ...
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