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Estate Planning Guide

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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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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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Employee Stock Ownership Plan

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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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Red Flags & Deal Accelerators in Financial Due Diligence

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 for Employee Experience

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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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Microsoft Copilot Explained

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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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Updated Current Procedural Terminology Codes for 2019

December 5, 2018

Updated Current Procedural Terminology Codes for 2019

The Current Procedural Terminology (CPT) code changes for 2019 are here! The American Medical Association (AMA) has announced the release of the 2019 CPT Code Set. The changes include 335 codes in the new CPT edition in an effort to capture the latest scientific trends and advances. The code changes include new remote patient monitoring codes and new internet consultation codes. These New CPT category I codes are effective for reporting as of Jan. 1, 2019.

Below are three tabs that include the new, deleted, and revised CPT codes. Please remember to inactivate any 2018 codes that have been deleted. Included with the deleted codes are possible replacement codes for use if applicable.

AMA Releases 2019 CPT Code Set. September 5, 2018. Retrieved November 27, 2018, from https://www.ama-assn.org/ama-releases-2019-cpt-code-set

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QuickBooks

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Accounting

What You Need to Know About the IRS’s CP53E Notices

The IRS has begun issuing CP53E Notices following a recent executive order directing federal ...

Manufacturing

Data-Driven Inventory Management: Using Power BI to Optimize Cash Flow & Financing

Inventory is one of the largest uses of cash for many businesses, yet it’s often managed with ...

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Duren & Martinson Named Forbes 2026 Best‑in‑State CPAs

Lutz is proud to announce that Mark Duren and Kelly Martinson have been named to the 2026 ...