James D. Schulz, CPA, CVA, MT

Education & Certification

  • Bachelor of Science in Business Administration, University of Nebraska Lincoln, 2005. Major in Accounting.
  • Master of Taxation, University of Tulsa, 2008
  • Received Nebraska CPA certificate, 2007. Certificate number 7613
  • Certified Valuation Analyst (CVA), 2009

Accounting & Tax Experience

  • HBE LLP, 2005 to present
  • Admitted to partnership, 2011
  • Experience includes services related to various for-profit companies, including taxation, consulting, and valuation work.
  • Industry specialization includes construction and manufacturing.

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • Nebraska NACVA Chapter (President, 2011-2014)
  • Nebraska Society of Certified Public Accountants

Community Involvement

  • Associated Builders and Contractors, Board Member (2012-2014)
  • Matt Talbot Kitchen, Treasurer (2007-2016)
  • TeamMates Mentoring Program Mentor (2010-2013)
  • United Way of Lincoln and Lancaster County Loaned Executive (2008, 2009)

Meet The Team