%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1).jpg)
Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)

Read our latest financial market updates and sign up to receive them straight to your inbox.
%20(1)-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(2)%20(1)-1.jpg)
Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
-1.jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(1)-1.jpg)
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(3)%20(1).jpg)
%20(1).jpg?width=264&height=160&name=Website%20Featured%20Content%20Images%20(4)%20(1).jpg)
For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)

Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Tom Helligso, Audit Shareholder, began his career in 1994. As leader of the employee benefit plan audit practice since 2005, he has established himself as a key figure in assurance services.
Specializing in assurance and financial reporting, Tom serves clients across the agribusiness, technology, manufacturing, and service industries, with particular expertise in employee benefit plan audits. He provides comprehensive audit solutions while fostering a collaborative environment. Tom's dedication to professional excellence shows in his service on the GAAP and Independence committees, ensuring consistent quality across all engagements.
At Lutz, clients value Tom for his unwavering attention to detail and consistent delivery. His positive, inclusive leadership style, combined with his dedication to maintaining the highest professional standards, has earned him the confidence of both clients and colleagues.
Tom lives in Elkhorn, NE, with his daughter, Piper, and has two adult sons, Brody and Hogan. Outside the office, Tom is active in his church, Brookside Elkhorn, and has been an adult leader of a youth group through Campus Life/Youth for Christ for many years. Tom can also be found traveling the country for his children’s activities, including college lacrosse, college baseball, competitive ice skating, and dance.