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Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
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Brad Newton, Operations Manager, began his career in 2014. With a unique combination of tax and technology expertise, he has progressed through multiple roles at Lutz, from intern to Operations Manager. His dual background in accounting and software development provides him with a distinctive perspective on how technology can enhance the firm's financial and operational systems.
Specializing in software development and workflow optimization, Brad leads the vision and implementation for Lutz's proprietary applications, Locator and ThreadWorks. He collaborates with development teams to design feature enhancements while integrating AI capabilities and automation into the firm's daily processes. Brad focuses on creating technological solutions that address practical challenges and streamline core business functions. He takes particular pride in improving systems that enhance productivity and accuracy for team members across all divisions.
Brad lives in Omaha, NE, with his wife, Grace, and their two dogs, Teddy and Russell. Outside the office, you can find him preparing meals for friends and family, running, golfing, and traveling.