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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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Tom Hodgson, CFP®

Investment Advisor
Tom Hodgson is an Investment Advisor at Lutz Financial. He began his career in 2011. Tom specializes in providing comprehensive financial planning, investment advisory, and retirement planning for high-net-worth individuals and families. He lives in Elkhorn, NE, with his wife Carlie and children Aubrey and Jack.
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Areas of Focus
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Retirement Cash Flow Planning
  • Income Tax Planning
  • Social Security & Medicare Planning
  • Estate Planning
  • High Net-Worth Families
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Affiliations & Credentials
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association, Member
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Educational Background
  • BSBA in Economics, Creighton University, Omaha, NE
 

Thought Leadership

Advanced Estate Planning: What to Know Before 2026
Accounting Advanced Estate Planning: What to Know Before 2026
The approaching deadline of January 1, 2026, is drawing closer, bearing significant implications ...
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Tax-Free Roth Strategies: Backdoor Roth IRA & Mega Backdoor Roth
Financial Planning Tax-Free Roth Strategies: Backdoor Roth IRA &...
We’ve noticed a consistent theme of people focusing on reducing taxes now rather than planning for ...
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Smart Legacy Building: Effective Tax-Saving Strategies for Your Estate
Accounting Smart Legacy Building: Effective Tax-Saving...
In the previous segment of our Estate Planning Series, we discussed the 2026 sunsetting of estate ...
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Tom Hodgson, CFP®