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Financial Access Checklist

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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

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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

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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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Selling a C Corporation

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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

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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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Overcoming Bias in Recruitment

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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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When to outsource your IT

Blog

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

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The Lutz Ledger 2024

June 3, 2024

The Lutz Ledger 2024

We are proud to present the 2024 Lutz Ledger detailing our progress, milestones, and achievements from the past fiscal year. We sincerely thank all of you who have made this year a success. Our growth is a testament to the trust and commitment shown by our dedicated people, loyal clients, and valued partners.

Looking ahead, we are excited about the upcoming leadership transition. Over the next two years, Ryan Cook will transition into the role of our managing shareholder. We are confident this change will pave the way for new opportunities, fostering both internal and external growth. Our team is unified in prioritizing a seamless transition and continuing to deliver top-notch service to our clients.

As we embrace the days ahead, we remain dedicated to elevating client service, preserving our culture, and enhancing the overall Lutz experience. Thank you for your continued support, and we look forward to working together in the coming year.

Recent News & Insights

Recent News

Lutz Named a 2025 Top 100 Firm by INSIDE Public Accounting

INSIDE Public Accounting (IPA) has released its annual ranking of the nation’s leading public ...

Market Commentary

Dissecting the New Tax Bill for Planning Opportunities

The Tax Cuts and Jobs Act (TCJA) of December 2017 reshaped the federal tax code, but many of ...

401(K)

Case Study: Transforming a 401(k) Plan into a Strategic Wealth-Building Tool

THE BACKGROUND A large Nebraska-based general contractor with approximately 250 employees was ...

Financial Planning

Post-Sale Wealth Strategy: Managing Your Business Exit Proceeds

Closing a business sale is a major milestone, but it’s not the finish line. What comes after ...