LUTZ BLOG
Accounting, consulting, financial, technology, merger and acquisition, and staffing blogs, tips, and news.
May Retirement Plan Newsletter 2022
This month’s newsletter contains insights on early withdrawals, fee litigation, millennials saving, and more…
Hanna Vogel Transitions to Talent Sourcer Role
Lutz recently transitioned Hanna Vogel to a Talent Sourcer position in its Talent division. In her new role, she is responsible for…
Medicare Sequestration Update
The Budget Control Act of 2011 established a Medicare Sequestration of 2%, which is an automatic reduction of certain federal spending…
CMS Blanket Waivers Update
On April 7, 2022, CMS issued a memorandum that ended specific waivers for skilled nursing facilities/nursing facilities (SNFs/NFs)…
RHC Testing & Mitigation (RHCCTM) Program Reminder
Eligible Rural Health Clinics (RHCs) received RHC Testing and Mitigation (RHCCTM) program funds of $100,000 in June of 2021…
5.11.22 | ERC + ImagiNE: Business Tax Incentives Explained | Recording
This webinar provides updates on Employee Retention Credits (ERC) and the ImagiNE incentive program. The qualifications required…
2022 Stark Updates + Group Practices
At the end of 2019, the government amended the federal physician self-referral law (Stark Law). This amendment brought significant changes…
Investor Sentiment Hits Extreme Low + Financial Market Update + 5.10.22
In light of these painful drawdowns across the stock market, it’s no surprise that investor sentiment is negative. According to a widely…
Clint Hofeldt Transitions to Data Analyst Role
Lutz recently transitioned Clint Hofeldt to a Data Analyst position in its Lutz Tech division. In his new role, he will be responsible for…
5.4.22 | Office 365 Spotlight: Outlook Tips & Tricks | Recording
In this webinar, Lutz experts cover the basics of Microsoft Outlook and tips and tricks to help you get the most out of the software…
Should Investors Be Concerned About Recent Volatility? + Financial Market Update + 5.3.22
The stock market has been experiencing some heightened volatility recently. The S&P 500, which represents domestic large-cap stocks, is…
3 Common Business Fraud Risks and How to Mitigate Them
Too often, companies are unprepared or lack the appropriate internal monitoring controls to detect and prevent business fraud…
8 Ways To Get (And Stay) Motivated At Work
Are you ready to beat that mid-project slump? Here are eight tips on how to get (and stay) motivated at work…
5 Things to Consider When Choosing a Wireless Network
The demand for wireless connectivity is booming. This rise in demand has businesses looking to reconstruct their enterprise networks.
Types of Trusts and When to Use Them
The right trust offers many advantages over traditional mechanisms for protecting and passing on assets. However, determining which…
Riley Knight Transitions to Project Coordinator Role
Lutz recently transitioned Riley Knight to a Project Coordinator position in its Lutz Tech division. In his new role, he will assist in…
Iowa Income Tax Update + HF2317
Governor Kim Reynolds signed the House File 2317 into law on March 1, 2022. Most notably, it included income tax rate reductions…
Nebraska Income Tax Update + LB873
Nebraska Governor Pete Ricketts signed Legislative Bill 873 on 4/13/22. The bill intends to lower state income tax rates, add refundable…
4.20.2022 | Benefits of Moving Your 401(k) to a Pooled Employer Plan | Recording
In this webinar, Lutz and Newport experts will help companies understand the benefits of moving to a pooled employer plan…
Understanding the Importance of Payor Mix in Your Private Practice Financial Strategy
As a healthcare provider, your payor mix is an essential component of your financial strategy that can significantly impact your success…
What a Yield Curve Inversion Means for Investors + Financial Market Update + 4.12.22
Here is a quick summary of what a yield curve inversion is and what it could potentially mean for investors…
April Retirement Plan Newsletter 2022
This month’s newsletter contains insights on 401(k) lawsuits, IRS/DOL audits increasing, tax saver’s credit, and more…
Stock Compensation for Start-Ups + Valuation Implications with 409(A) and 83(B)
This blog covers the common forms of stock compensation for start-ups and the tax considerations of sections 409(A) and 83(B)…
Cloud-Based Accounting with QuickBooks Online: Is It Right for You?
Are you apprehensive about moving your accounting to the cloud? Here’s why QuickBooks Online might be a good solution for your business…
Lutz adds Ashley Bredthauer and Nevan Hoffman
Lutz recently added Ashley Bredthauer and Nevan Hoffman to its team. Ashley, a Healthcare Manager, and Nevan, a Service Desk…
Essential Healthcare and Financial KPIs to Begin Tracking Today
Key Performance Indicators (KPI) can help you increase the profitability of your practice and maximize the satisfaction of your patients….
Lutz adds Dennison and Krieser to Grand Island Office
Lutz recently added Samantha Dennison and Misty Krieser to its Grand Island office. Samantha, a Staff Accountant, and Misty, an Account…
Stock Pickers Continued to Struggle in 2021 + Financial Market Update + 3.29.22
New Data published last week from S&P Global showed active fund managers continued to struggle in 2021. With the S&P 500 gaining…
3.30.22 | Top HR Trends for 2022 | Recording
This presentation will cover the top HR trends for 2022 and how to lead your company through the ever-changing environment…
Switching Accountants? What to Expect
There are numerous reasons why you may opt to change your accountant, ranging from unfulfilled demands to evolving business needs…
10 Microsoft Excel Tips for Small Businesses
Excel is a great tool for small businesses to manage their data. Here is a list of ten tips to help you best utilize the platform…
Is Your Business Staffing Strategy Working for Your Company?
Whether you’re a small business or a large established firm, the success of your brand depends on its staffing strategy…
A Beginner’s Guide to Cybersecurity
If your business lacks proper IT security, there is no need to worry. The options available for you to boost your IT security structure…
ImagiNE Nebraska Act + Benefits, Application Process & Examples
ImagiNE Nebraska is Nebraska’s primary incentives program, designed to encourage the expansion and relocation of businesses in Nebraska…
Tax Implications on Fringe Benefits in the Healthcare Industry
What healthcare benefits are considered fringe benefits, and which ones are taxable and non-taxable? Ensure you remain compliant for W-2…
2021 FORM 1099 FILING BEST PRACTICES FOR MEDICAL GROUPS
Generally, payments to sole proprietorships, partnerships, and LLCs who receive payments for services should receive a Form 1099…
Lindsey Sparks Transitions to Recruiter Role
Lutz recently transitioned Lindsey Sparks to a Recruiter role within its Lutz Talent division. She is responsible for placing candidates…
The Fed Policy Shift and What it Means for You + financial Market Update + 3.22.22
Last Wednesday, the Federal Reserve increased its benchmark federal funds rate, a move that was widely expected by the market…
Construction Project Job Costing
Job costing is the process of tracking expenses related to a construction project and provides management information related to the costs…
Getting Ready to Reconcile in QuickBooks
Before you start reconciling an account in QuickBooks, there’s some prep work you should do. If you’ve ever reconciled a bank or credit…
March Retirement Plan Newsletter 2022
This month’s newsletter contains insights on financial wellness programs, committee charters, retirement asset withdrawal, and more…
Accounting Today Names Lutz a 2022 Top 100 Firm and Regional Leader
Lutz has been named a 2022 Top 100 Firm by Accounting Today. This is the fourth consecutive year Lutz has been named to the Top 100 list…
3.16.22 | KPIs for Small to Mid-Sized Businesses | Recording
In this presentation, we discuss how to unlock your data and create Key Performance Indicators (KPIs) for small to mid-sized businesses…
Lutz adds Cradick and Driewer to Omaha Office
Lutz added Laurie Cradick and Abraham Driewer to its Omaha office. Laurie, a Client Relations Manager, and Abraham, a Staff Accountant…
FARM SUCCESSION PLANNING + WHERE TO START?
Farm succession planning can be intimidating but knowing what areas to focus on will help ease the process. Multiple factors determine…
Understanding the Different Funding Programs for Farmers
If you are in the farming business, you should be aware of the available funding options for farmers and how you can use them…
Lutz adds Stump and Watton to Omaha Office
Lutz recently added Charlene Stump and Sydney Watton to its Omaha office. Charlene, an Accounting Assistant, and Sydney, an HR…
Does it Still Make Sense to Own International Stocks? + Financial Market Update + 3.8.22
Considering everything that is going on, some investors are questioning whether it still makes sense to be invested outside of the U.S…
Investing During Geopolitical Uncertainty + Financial Market Update + 3.1.22
The Russian invasion of Ukraine has gripped the markets over the last week. While volatility was already elevated, geopolitics appear…
The Art of Networking
In this video, Jack Moylan of Lutz and Josh White of Metonic Real Estate Solutions will teach you about the art of networking…
Tips for Answering Common Interview Questions
In this video, Lutz experts help you learn about common interview questions and tips on how to answer them…
Factors Driving Elevated Deal Valuation Environment in the Private Equity World
We wanted to recap the main 2021 deal valuation drivers. The historic economic recovery was a key theme in 2021, along with high…
5 Tips for Choosing a Communication Application for Your Business
This blog will help you learn the benefits of a quality communication app and how to choose the right one for your business’s unique needs…
Do Temporary Jobs Help or Hurt My Resume?
Do temporary jobs help or hurt your resume? This article will explain how you can use temporary positions to boost your resume…
Quater Four Middle Market M&A Report 2021
In 2021, we observed an unprecedented increase in transaction volume across all industries. Lower middle market deal value in Q4-21…
Sam Kuhter Recipient of Top 35 Under 35 Award
Lutz is proud to announce that Sam Kuhter has been named one of the Grand Island Chamber’s Top 35 Under 35 award winners…
Sports Analytics + Lessons for the Business World
The sports industry has seen a massive data boom recently. That data brings with it many possibilities, but also important decisions…
Provider Enrollment Update for 2022
The Medicare provider and supplier enrollment process is a continuous one that requires ongoing attention, lest you be impacted by an…
Governmental and Non-Profit Lease Standard Implementation for 2022
The GASB and FASB issued updates for recognizing assets and liabilities on leases. Healthcare organizations subject to the new standards…
Are Bonds Still Worth Owning? + Financial Market Update + 2.15.22
As the market has priced in an increasingly aggressive Fed, the bond selloff has intensified. Through yesterday’s close (2/14), the…
Assigning Responsibilities to Your Nonprofit’s Board of Directors
The Board of Directors plays a critical role in stewardship for nonprofit organizations. The roles and responsibilities of a Board…
Nebraska Capital Gains Exclusion
Nebraska’s special capital gains exclusion was adopted in 1987 as part of the Employment and Investment Growth Act. This allows…
Book vs. Tax Depreciation Methods in the Construction Industry
It is important to understand the key book/tax depreciation differences and their implications on a company’s financial statements…
February Retirement Plan Newsletter 2022
This month’s newsletter contains insights on interest rates for plan loans, key dates in retirement, ERISA 3(38) fiduciary services, and…
Do Active Funds Beat the Market? + Financial Market Update + 2.8.22
Active investment management has a strong appeal for many investors. The problem, of course, is that it is far from being simple…
Are You Prepared? Financial Access Checklist for Spouses
It’s important to share financial information with your spouse to avoid issues with accessing an account, locating important documents…
Lutz Tech adds Kinney, Rasmussen and Selby
Lutz recently added Kyle Kinney, Grace Rasmussen and Will Selby to its Lutz Tech division in its Omaha office…
Lutz adds Danielle Taylor to Lincoln Office
Danielle Taylor joins Lutz’s Lincoln office as a Receptionist. She is responsible for creating an exceptional experience for clients and…
Building Your Personal Brand
Your personal brand is really how you present yourself to the world. It’s how you act, what you wear, who you are around, what you contribute…
How to Determine the ROI of Your Telemedicine Efforts
Due to the COVID-19 outbreak, health experts have had to adapt to newer practices, such as telemedicine, to continue delivering safe healthcare services…
Lutz adds Ethington, Junker and Maher as Staff Accountants
Lutz recently added Jared Ethington and Nate Maher to its Omaha office and Tristan Junker to its Hastings office as Staff Accountants…
Are Large Intra-Year Declines Normal? + Financial Market Update + 1.25.22
The trading session to start this week was especially choppy. The S&P 500 had an intraday decline of as much as 4% on Monday…
2022 Webinar Schedule
Lutz Gives Back + 12 Days of Lutzmas 2021
The Lutz Gives Back Committee looks forward to organizing the 12 Days of Lutzmas events for our employees to give back to our local communities every year…
2.2.22 | Preparing Your Practice for Provider Relief Fund Reporting | rECORDING
In this webinar, Lutz Experts will help recipients of PRF payments learn how to navigate the PRF reporting process successfully…
2022 Market Preview + Financial Market Update + 1.18.22
As we move forward into the new year, there are a few storylines that have been driving the market narrative. Developments within each…
Donor-Advised Fund + Tax Benefits
Aside from the obvious philanthropic benefits of a donor-advised fund, there are some real tax benefits that can be provided by…
Connecting Your Bank Accounts and Credit Cards in QuickBooks Desktop
You don’t have to call your bank to get your account balances. Import transactions into QuickBooks Desktop to save time and stay updated…
Creating a Remote Work Policy to Fit Your Business
Learn why it’s important to define a remote policy, and what to consider when creating an effective remote work policy for your business…
Common Sales Tax Mistakes and NE Update
Now is a great time to review your sales tax to avoid common mistakes. Here are four things to check regularly to ensure you comply…
January Retirement Plan Newsletter 2022
This month’s newsletter contains insights on participant loans, employee benefit plan audits, financial wellness, and more…
5.18.22 | QuickBooks Desktop Demo for the Construction Industry | Webinar
Lutz experts will show you how QuickBooks reports can help your company manage costs, identify underbillings, and track job profitability…
Lutz M&A Advises Brokers Clearing House on its Acquisition by Integrity Marketing Group
Lutz M&A served as the exclusive financial advisor to Brokers Clearing House in its acquisition by Integrity Marketing Group…
6.1.22 | Agriculture Tax Update | Webinar
In this webinar, Lutz experts cover future possible tax law changes and related planning opportunities for the ag industry…
Provider Relief Fund Reporting
The Provider Relief Fund (PRF) Reporting Portal opened for Reporting Period 2 on January 1, 2022, and will remain open through March 31, 2022, at 11:59 PM ET…
1.12.22 | Cybersecurity + Internet Safety | Recording
This webinar covers the latest tactics hackers use to access your data and how to protect yourself from falling victim to a cyber-attack…
Tyler Daveline Transitions to 401(k) Client Representative Role
Lutz recently transitioned Tyler Daveline to its Financial division as a 401(k) Client Representative. In his new role, he will be…
Lutz adds Shannon Barber and Hanna Vogel to Omaha Office
Lutz recently added Shannon Barber and Hanna Vogel to its Omaha office. Shannon, a Senior Accountant, and Hanna, an Administrative…
7.20.22 | Office 365 Spotlight: Forms | Webinar
In this webinar, Lutz experts will help you understand the Microsoft Forms platform and how to best utilize its features…
9.7.22 | Zoom Vs. Microsoft Teams | Webinar
In this webinar, Lutz experts walk you through each platform’s features and benefits to help you understand which tool is best for you…
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