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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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Steve Kenney, Tax Shareholder, began his career in 1988. He has spent over 25 years at Lutz developing extensive expertise in tax services while serving on both the firm's board of directors and the Lutz Financial board.
Specializing in complex tax solutions, Steve focuses on supporting high-net-worth individuals and businesses across the manufacturing, technology, and service industries. He provides comprehensive tax planning and consulting services while staying current with evolving regulations. Steve dedicates himself to understanding each client's unique situation, putting time into researching and developing optimal solutions.
At Lutz, Steve serves beyond expectations through his unwavering commitment to client success. His attention to detail and deep sense of responsibility have set the standard for client service at the firm. Steve's dedication to staying ahead of tax developments while maintaining strong client relationships has made him a trusted advisor to multiple generations of clients.
Steve lives in Omaha, NE, with his wife Julie. Outside the office, he can be found golfing, cycling, and reading.