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Are You Prepared? Financial Access Checklist for Spouses

Share this checklist with your spouse to assure you each have access to manage important financial tasks independently.

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What is a Comprehensive Risk Assessment?

To start managing your business's risk, you will need to conduct a comprehensive risk assessment.

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Top 3 Financial KPIs Every Business Owner Should Track

Key Performance Indicators (KPIs) can help illustrate your business’s financial health and show whether your business will turn a profit.

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7 Factors to Consider Before Selling Your Business

We give you exclusive insights on the business sale transaction process to help you answer seven important questions.

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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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5 Benefits of Using Gallup's StrengthsFinder in Your Company

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Introducing Data Analytics into Your Business

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Lutz Accounting

Tax Planning Services

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Sound tax advice to meet your unique needs.

At Lutz, our experienced tax advisors will work closely with you to ease the burden of complex and time-consuming tax issues. Whether you’re a corporation, partnership, or an individual, our team offers custom tax planning services tailored to your unique circumstances and industry. Our solutions range from annual filings and projections to complex estate and succession planning, tax strategy consulting, and employee benefit plan reviews. We can provide you and your business with the knowledge and resources to make smart decisions and minimize your tax liability. 

The size of our team allows for specialization, in-depth expertise, and the ability to take the time to understand your everyday business practices. With our reliable and proactive services, you can rest assured that your taxes are in good hands.

Solutions

  • Federal Business Tax

    + International Tax
    + Cost Segregation Studies
    + R&D Tax Credits
    + Section 179D Energy Efficient Commercial Building Tax Deductions
    + Interest Charge Domestic International Sales Corporation (IC-DISC)
    + Section 199 Domestic Production Activities Deduction (DPAD)
    + Work Opportunity Tax Credits (WOTC)
    + Last In First Out Inventory (LIFO)
    + Business Entity Selection
    + CARES Act Consultation

  • Individual Tax

    + Accounting and Tax Services
    + Estate and Trust Matters
    + Executive Compensation Planning

  • State & Local Tax

    + Multi-State Nexus Reviews
    + State Credits & Incentives
    + Sales & Use Tax
    + Personal Property Tax
    + Income & Franchise Tax

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  • Estate & Succession Planning

    Estate and succession planning is a critical step to safeguard the future of your family, company, and assets. Since tax laws on estates, gifts, and income are constantly evolving, it’s essential to have a purposeful strategy. Our trusted advisors can offer professional, unbiased assistance for every step of the process, from assessing opportunities to reduce future tax liabilities to creating business succession plans and wealth transition strategies.

    + Estate Structure & Planning with Trusts, Wills, & Life Insurance
    + Estate Transfer Procedures
    + IRA & Pension Asset Distribution
    + Lifetime Gifting
    + Ownership Transfer
    + Change in Control
    + Funding the Buy-Sell Agreement

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Nebraska + Iowa Enact Pass-Through Entity Tax Laws
Iowa and Nebraska enacted Pass-Through Entity Tax (PTET) legislation during the 2023 ...
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CAH Financial Indicators & Trends from 2019 to 2021
Since the start of the Covid-19 Pandemic, Critical Access Hospitals’ financial indicators have ...
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Budgeting Best Practices for Critical Access Hospitals
At this time each year, many critical access hospitals (CAHs) are in the midst of their ...
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The Importance of Reconciling a Practice Management System
The digital age has brought many changes to the healthcare industry, including increased ...
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