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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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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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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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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
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Zach Weis, Tax Director, began his career in 2016. Since starting as an intern with Lutz, he has developed extensive expertise in tax planning and consulting services.
Specializing in tax consulting and compliance, Zach advises construction, real estate, franchise, and partnership entities on tax strategy, research, and consulting matters. He works closely with business owners to evaluate decisions before they’re made, helping clients understand the tax implications of growth, investments, and future opportunities while keeping pace with changing tax laws.
At Lutz, Zach is known for helping clients look beyond the current year and prepare for what’s ahead. His forward-thinking mindset, competitive drive, and commitment to exceptional service allow him to uncover opportunities others might overlook while delivering practical, well-timed advice. Clients value his responsiveness, approachable style, and ability to build lasting relationships, often viewing him as an extension of their leadership team.
Zach lives in Omaha, NE, with his wife Shannon and their kids, Warren and Kate. Outside the office, he can be found golfing, attending his children's sporting events, and vacationing on the beach.