2019 is the perfect time to boost your retirement plan since the IRS has announced new plan limits. ...
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Kelly Martinson
Tax Shareholder
Kelly Martinson is a Tax Shareholder at Lutz. She began her career in 1995. Kelly provides business and individual tax consulting and compliance services to clients with a special interest in retirement plans. Her in-depth knowledge and attention to detail make her a valuable asset to her clients, enabling them to make informed decisions, ensure compliance with evolving regulations, and minimize tax liabilities effectively.
Areas of Focus
- Tax Consulting & Compliance
- Retirement Plan Consulting & Compliance
- Health & Welfare Plans
Affiliations & Credentials
- American Institute of Certified Public Accountants, Member
- Nebraska Society of Certified Public Accountants, Member, Board of Directors, Secretary, Board Chair
- Accounting & Financial Women’s Alliance, Omaha Chapter, Member, Past President
- Pension Council of the Midlands, Member, Treasurer
- American Society of Pension Professionals and Actuaries, Member
- Certified Public Accountant
Community Service
- LPGA Amateur Golf Association - Omaha Chapter, Past President, Past Treasurer, Member
- Lutheran Church of the Master, Past Church Council, Past Nominating Committee, Past Treasurer, Past Stewardship Committee Member
- Foundation of the Master, Past Board of Directors
Educational Background
- BS in Accounting, Finance, Information Management, with Highest Distinction, Dana College, Blair, NE
Thought Leadership
401(K)
2019 Retirement Plan Limit Updates
Accounting
Maximizing your HSA Contributions
If you have the means to do so, contributing the maximum to your HSA account is an excellent idea. ...
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Accounting
Hot Topics in Employer-Sponsored Retirement Plans
As an employer, how often do you think about your company’s retirement plan and whether everything ...
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