Pub 5 2023 Issue 4

Members in the News Katherine A. “Katie” Blycker, CPA, has been promoted to client advisory services manager at Lutz in Omaha. She specializes in small business consulting, including financial statement reporting and management analysis, with a focus on the healthcare industry. In addition, she provides outsourced accounting assistance and software training and support. Blycker began her career in 2016. James J. “Jimmy” Burgess, CPA, has been promoted to client advisory services manager in Lutz’s Omaha office. He specializes in small business consulting, outsourced accounting, and payroll and income tax compliance with a focus on the construction industry. Burgess began his career in 2014. Kelsey M. Folkers, CPA, has been promoted to senior accountant in the tax department in Lutz’s Omaha office. She is responsible for preparing individual and business income tax returns for clients in various industries. In addition, she provides training and support for accounting interns. Thomas E. Geiger, CPA, has been promoted to senior accountant in the audit department in Lutz’s Grand Island office. He is responsible for performing audits, reviews, and compilations for clients in a variety of industries. Kathryn L. Harrison, CPA, has been promoted to senior accountant in the client advisory services department in Lutz’s Omaha office. She specializes in outsourced accounting services, general accounting services, and financial statement preparation for clients. Kelli N. Hesselgesser, CPA, has been promoted to client advisory services manager in Lutz’s Grand Island office. She specializes in tax planning and consulting for businesses and individuals. In addition, she provides outsourced accounting assistance and collaborates with clients to prepare accurate financial data. Hesselgesser began her career in 2017. Brett D. Holtzen, CPA, has been promoted to senior accountant in the tax department in Lutz’s Lincoln office. He specializes in offering tax consulting and compliance services to clients with a focus on individual and business income tax returns for a variety of industries. Kelly A. Mann, CPA, has been appointed to the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plans Expert Panel for 2023-2024. This prestigious appointment reflects her commitment to excellence and innovation in the field of accounting and auditing. Mann is the co-founder and CEO of AuditMiner, a technology-driven audit software company based in Omaha. More than 50 top 100 CPA firms and 200 additional firms use the AuditMiner software platform in all 50 states. Jeffrey S. “Jeff” Paesl, CPA, has been promoted to audit director at Lutz in Omaha. He specializes in providing accounting, auditing, and consulting services for privately held companies in various industries with a focus on Sanitary and Improvement Districts (SIDs). Paesl began his career in 2011. Katie C. Roberts, CPA, has been promoted to healthcare director in Lutz’s Lincoln office. She is responsible for providing accounting and consulting services to healthcare organizations and critical access hospitals with a focus on outsourced CFO services and reimbursements. Roberts began her career in 2015. 30 Nebraska CPA

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