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ABOUT US


OUR PROFESSIONALS

Indianapolis Office
Penny C. Lutocka, CPA/ABV, CFP, CFE
Director


Penny C. Lutocka, CPA/ABV, CFP, CFE …is a Director with Houlihan Valuation Advisors, a national firm of valuation and capital consultants. Penny is a former Partner of a regional Indiana CPA firm. Penny received her CPA certificate in 1985, her Certified Financial Planner certificate in 1987 and her Certified Fraud Examiner certificate in 2003. She earned her "Accredited in Business Valuation" (ABV) designation from the American Institute of Certified Public Accountants in 2012. She received her Bachelor of Science degree from Ball State University. Her experience consists of business valuations, fraud prevention, detection and investigation which include uncovering fraud schemes, assessing damages and developing safe guards to prevent fraud, income tax compliance and planning for both individuals and businesses, estate planning, strategic planning, and audits, reviews and compilations of financial statements.

She has written articles for the following publications: Inside Indiana Business, the Matrimonial Strategist, Family Lawyer, the Indianapolis Star and the Morgan County Business Leader. Topics include identity theft, the warning signs of fraud, tax planning and financial planning. Penny has also made presentations to various organizations on topics such as fraud prevention and strategic planning.

Penny is a member of the following professional organizations: American Institute of Certified Public Accountants; Association of Certified Fraud Examiners; Indiana Chapter of Certified Fraud Examiners; Indiana CPA Society; and the Financial Planning Association of Central Indiana

She is also a member of Lacy Leadership Association, Plainfield Chamber of Commerce, Plainfield Christian Church and currently serves as Treasurer of the National Association of Women Business Owners. Penny is married to Scott and they have two children, Allison and Daniel.

 

 

"Today more than ever, independence is crucial in providing sound, reliable and supportable financial opinions."

- Al Lannom, ASA

"Because HVA is comprised of seasoned valuation specialists, we successfully support our expert opinions."

- Fred Jones, FASA