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Ben Burton

Tax Shareholder

Ben Burton, Tax Shareholder, began his career in 2006. Growing with Lutz since 2008, he has developed deep expertise in estate and gift tax planning while becoming a cornerstone of the firm's culture.

Specializing in tax consulting for closely held businesses and high-net-worth individuals, Ben focuses on creating comprehensive tax and wealth transfer strategies. He combines technical expertise with relationship-building skills to develop tailored solutions for complex tax scenarios. Ben values the opportunity to solve problems alongside clients and colleagues, taking a collaborative approach.

At Lutz, Ben makes the complex simple through his natural talent for arranging intricate tax planning solutions into clear, understandable terms. His ability to see how all the pieces fit together while explaining technical concepts in accessible terms has earned him leadership roles in the estate planning community, including serving as president of the Omaha Estate Planning Society.

Ben lives in Omaha, NE, with his wife, Kari Lou, and their five sons. Outside the office, he coordinates Lutz's Husker football tailgates, enjoys golfing and hunting, and cheering on his kids at their sporting events.

 

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Areas of Focus
  • Tax Consulting & Compliance
  • Estate & Trust Planning
  • Gift Tax
  • Financial Projections & Tax Planning
  • Closely-Held Businesses
  • Industry Specialty:
    • Real Estate
    • Transportation & Warehousing
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Affiliations & Credentials
  • Certified Public Accountant (CPA)
  • Chartered Advisor in Philanthropy® (CAP)
  • Nebraska Society of Certified Public Accountants, Member
  • American Institute of Certified Public Accountants, Member
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Community Service
  • Omaha Estate Planning Council, Board Member
  • Knights of Columbus at St. Vincent de Paul, Member
  • Great Plains Federal Tax Institute, Board Member
  • Suburban Stampede Youth Baseball, Past Coach
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Educational Background
  • BSBA in Accounting, University of Nebraska, Omaha, NE
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Ben Burton