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The Advantages and Drawbacks of SPACs

The Advantages and Drawbacks of SPACs

A special purpose acquisition company (“SPAC”) is a shell company that is created solely for the purpose of raising money through an initial public offering (“IPO”)…

Family Office FAQs

Family Office FAQs

What makes family office such an elusive concept? The following are answers to some of the common questions asked about family offices…

QuickBooks Online Series

QuickBooks Online Series

Join us for a QuickBooks Online Series throughout August, September & November! Receive a tutorial of the Accounts Receivable and Banking…

Employee Retention Credit + Healthcare

Employee Retention Credit + Healthcare

Did your business suffer a revenue decline in 2020? Do you expect a revenue decline in 2021 compared to 2019? Did your business experience a shutdown in 2020?…

Provider Relief Fund Reporting

Provider Relief Fund Reporting

Finally, The Department of Health and Human Service (HHS) opened the Provider Relief Fund (PRF) Reporting Portal on July 1. Important highlights include…

Long-Term Care Planning 101

Long-Term Care Planning 101

One of the most difficult decisions clients will make in the financial planning process is planning for long-term care (LTC)…

Case Study: Syracuse Area Health

Case Study: Syracuse Area Health

The partnership between Syracuse Area Health and Lutz has resulted in successful accounting and business solutions for the hospital…

Nobody Talks About Rick Anymore?

Nobody Talks About Rick Anymore?

In the 1970s Warren Buffett and Charlie Munger had another partner named Rick Guerin. Here’s what he can teach you about market patience…

Resilient Family Capital

Resilient Family Capital

High-functioning families of wealth take a broad view of family capital, realizing the concept refers to so much more than just financial wealth. These successful enterprises are rich in family capital…

May Retirement Plan Newsletter 2021

May Retirement Plan Newsletter 2021

This month’s retirement plan newsletter contains insights on tactics to increase retirement plan participation, ERISA definitions, and more…

How to Transition a Temporary Employee to a Permanent Position

How to Transition a Temporary Employee to a Permanent Position

  LUTZ BUSINESS INSIGHTS   How to Transition a Temporary Employee to a Permanent Position CHRIS BOUCHARD, DIRECTOR OF TALENT ACQUISITION  When you need short-term workers, you may find it beneficial to hire temporary staff. With time, you may consider...

April Retirement Plan Newsletter 2021

April Retirement Plan Newsletter 2021

This month’s retirement plan newsletter contains insights on investment policy statements, 401(k) plan tax credits, retirement plan committee activities, and more…

20 Risk Management Terms Explained

20 Risk Management Terms Explained

A risk management plan enables you to strategize tactics to help avoid potential threats. This blog will take a deep dive into the most common terms used during the risk management process…

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