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Financial Access Checklist

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

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The Art of Budgeting + Smart Saving Strategies

Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.

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Comparing Business Valuation Methods: Which is Right for You?

Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.

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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Post-Acquisition Checklist for a Seamless Transition

To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes.

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Unconscious Bias in Recruitment: How to Overcome It

Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.

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How to Know When It's Time to Partner with an IT Pro

One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.

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Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.

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COVID-19

CARES Act Overview

April 2, 2020

Congress has officially passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The mission of this bill is to provide emergency and health care assistance to individuals, families, and businesses affected by the 2020 coronavirus (COVID-19) pandemic. Below is a summary of resources regarding the CARES Act for both businesses and individuals. We will update information as it becomes available:

FOR BUSINESSES & SELF-EMPLOYED INDIVIDUALS

FOR INDIVIDUALS

As every business situation is different, it’s important to be sure you are applying for the correct loan(s). For more information please reach out to your Lutz representative or call us at 866.577.0780.