Management Advisory Services

The relationship you need to take you where you want to go

Get the management advice you need to lead your organization. Our firm has been serving businesses and nonprofits for over 90 years. We understand the importance of intentional planning to create actionable paths that lead to growth. We help you realistically assess where you are, where you want to be, and how to get there. Your Hantzmon Wiebel team has the experience and expertise to help you take the next right step.

Services:

  • Strategic planning
  • Profit improvement
  • Risk management
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Meet The Team

Chris Brubaker CPA in circle with grey brick background

Christopher C. Brubaker has more than 20 years of public accounting experience and joined Hantzmon Wiebel in 2008. He enjoys finding creative solutions to help his clients solve problems and reach their goals.

Ed Schmitz CPA in circle with grey brick background

Edward J. Schmitz joined Hantzmon Wiebel in 2005 and was named a partner in 2014. In addition to his more than 15 years of public accounting experience, Edward has more than 10 years of experience in the industry, including nine years as a controller of a manufacturing company. His particular areas of knowledge include accounting and auditing standards, internal controls, segregation of duties and fraud investigation. Edward enjoys working closely with his clients, using his experience to provide solutions to improve their accounting processes.

Jennifer Lehman, CPA circle pic with bricks in the background

Jennifer S. Lehman has more than 20 years of public accounting experience, joining Hantzmon Wiebel in 1997. She is a co-partner-in-charge of employee benefit plan audit practice, and also works with high net worth individuals and a variety of their businesses. Jennifer enjoys working with her clients, solving problems and helping them remain in compliance with audit, tax, and general business regulations. She also consults with her clients on human resource matters and strategic planning issues.

Before becoming the Firm’s Chief Executive Officer in October 2017, Jennifer served as the Firm’s Chief Operating Officer for 10 years, overseeing operations, personnel, marketing, and technology with a special focus on creating a first-class environment for the Firm’s team.

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Tax Court Ruling Clarifies Profits Interest

Tax Court Ruling Clarifies Profits Interest

In a recent case, the Tax Court upheld the idea that receipt of a partnership’s “profits interest” is a non-taxable event as detailed in Revenue Procedure 93-27. This case provides guidance on the treatment of the receipt of a profits interest. A “profits interest”...