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Jim currently serves as a Tax Partner with Lutz & Company. He has 30 years of experience in the accounting profession including both private and public accounting firms. Jim joined Lutz & Company in 1984 and is responsible for S corporation, C corporation and individual income tax planning and preparation.
Jim also focuses on IRS disputes, mergers and acquisitions, LIFO inventory adoption and compliance, IRS private letter rulings and tax-free reorganizations.
In addition, Jim assists several tax – exempt organizations with tax, accounting and operational issues.
Professional Affiliations and Credentials:
- Certified Public Accountant, 1983
- American Institute of Certified Public Accountants, Member
- Nebraska Society of Certified Public Accountants, Member
- Silver Medal on CPA Exam for second highest score
Community Service:
- St. Wenceslaus Church, Elected Parish Council Member (Vice President), Past Chairman of Finance Committee
- Creighton University Financial Advisory Committee, Alumni Member Appointed by CU President
- Catholic Charities, Board Member
- Nebraska Organ Recovery System, Inc. , Board Member
- Creighton University Accounting Department, Advisory Board Member
- SIDs 398 (Pacific Springs) & 189 (Georgetown), Elected Trustee
- NSCPA, Political Education Committee Member
Educational Background:
- BSBA in Accounting, Creighton University, Omaha, NE
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