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Estate Planning Guide

Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.

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Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

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Pella Client Testimonial

"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."

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Employee Stock Ownership Plan Benefits & Best Practices

Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.

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Webinar Recording

Red Flags & Deal Accelerators in Financial Due Diligence

When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.

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HR Solutions That Elevate the Employee Experience

For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.

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Take a deep dive into challenging business topics with these free educational resources.

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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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Recent News

The Lutz Ledger 2022

May 31, 2022

We are excited to announce the rollout of our inaugural edition of the Lutz Ledger! The Lutz Ledger will provide an annual update on events, strategies, offerings, and a recap of our most recent achievements. Our goal is to continue improving communication, keeping all stakeholders informed and up-to-date on Firm matters.

READ IT HERE!