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How To Avoid Being Negligent When It Comes To Risk
When you're running a business, you can't afford to be negligent when it comes to risks and planning for them. These six steps will help you get started.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Key Items to Review During Financial Due Diligence
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5 Key Items to Review During Financial Due Diligence
The due diligence phase is critical for a Buyer to better understand the Target’s business operations and the overall quality of the financial information.
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Introducing Data Analytics into Your Business

Integrating data analytics into your business can help your revenue grow, the organization mitigate risk, or gain insight into your business operations.

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I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it.
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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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  • Achiever, Competition, Learner, Significance, Self-Assurance

Nick Hall, CFP®, CAP®

Investment Advisor, Principal
Nick Hall is an Investment Advisor and Principal at Lutz Financial. He began his career in 2010. He specializes in providing wealth management strategies and thorough, adaptive financial plans for high-net-worth individuals, families, and business owners. He lives in Omaha, NE, with his wife Kiley and children Amelia and Harrison.
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Areas of Focus
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Employer Stock Planning
  • Income Tax Planning
  • Social Security & Medicare Planning
  • Generational Wealth Transfer Planning
  • Charitable Planning
  • Succession Planning
  • Business Owners & Families in Transition
  • High Net-Worth Families
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Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association, Member
  • Chartered Advisor in Philanthropy®
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Community Service
  • Mount Michael Benedictine, Alumni Board Past President
  • Lutz Gives Back, Volunteer
  • Omaha CAP® Program, Member
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Educational Background
  • BSBA in Finance and Business Management, Eller College of Management - University of Arizona, Tuscon, AZ
 

Thought Leadership

2020 + The Year of the Roth IRA Conversion
Financial 2020 + The Year of the Roth IRA Conversion
In 2016, I discussed whether Roth IRA conversions make sense for you as an investor (read here). A ...
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The SECURE Act + Planning Considerations for Individual Investors/Taxpayers
Accounting The SECURE Act + Planning Considerations for...
As often happens in Washington, speculation is just that, and Congress acts on its own timeline. ...
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Being Mindful of the Social Security Tax Torpedo & Medicare Surcharges
Financial Planning Being Mindful of the Social Security Tax Torpedo...
Social Security and Medicare are programs often at the forefront of retirees’ minds. The claiming ...
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Nick Hall, CFP®, CAP®