Quarter in Review + Financial Market Update 6.30.2020

Quarter in Review + Financial Market Update 6.30.2020

As we get ready to roll into July, it’s hard to believe we are already at the midpoint of 2020. It has been a tale of two quarters so far this year, as one of history’s most vicious selloffs stopped on a dime and transitioned into a record-setting…

Starting a Business in 2020? Your Accounting Options

Starting a Business in 2020? Your Accounting Options

Before your new business even makes its first sale, you need to know how you’re going to meet your accounting needs. You should select a system that will suit you in the early days of your venture and will also allow you to handle growth…

Lutz Launches Risk Assessment Service Line

Lutz Launches Risk Assessment Service Line

Lutz, a Nebraska-based business solutions firm, recently announced a new service offering, Risk Assessment. Offerings include compliance and operational risk reviews, as well as physical security, cybersecurity, and fraud risk assessments…

Quarter One Middle Market M&A Update 2020

Quarter One Middle Market M&A Update 2020

After a record level of M&A activity in the last decade, the deal pipeline is slowing down as transaction participants are trying to assess the disruptions caused…

5 Technology Tips for Working Remote

5 Technology Tips for Working Remote

The impact of COVID-19 has been felt all over the world. To keep businesses running, most companies have implemented the capabilities for users to work remotely…

Am I Ready to Sell My Business?

Am I Ready to Sell My Business?

When is the right time to exit your business? There is never a clear answer to this question. However, whether you are considering a business sale or not, it’s…

A 100-Year Bet Gone Bad

A 100-Year Bet Gone Bad

Back in 1997, the markets were roaring. The Dow Jones industrial average was completing its third straight year of 20-percent-plus returns, essentially…

May Retirement Plan Newsletter 2020

May Retirement Plan Newsletter 2020

This month’s newsletter contains insights on student loan assistance programs, ERISA 404(c) compliance, how to prepare for an audit, and more…

Are You Ready for a Career Change?

Are You Ready for a Career Change?

If you’re not satisfied with your job, it may lead to unhappiness in other areas of your life. Changing careers is a huge step, and it can seem daunting, but it doesn’t…

The Humanity of Accounting

The Humanity of Accounting

Accounting has been around and in use since the beginning of human existence. Early forms were primitive, but by the time of the…

April Retirement Plan Newsletter 2020

April Retirement Plan Newsletter 2020

This month’s newsletter contains insights on the new tax credit for plan participants, employee education, key decisions for a successful retirement, and more…

CARES Act Overview

CARES Act Overview

Congress has officially passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act…

CARES Act Overview for Individuals

CARES Act Overview for Individuals

You can think of the recovery rebate as an advance payment of a 2020 tax credit you would typically receive. U.S. residents will receive…

Planning For College Pragmatically

Planning For College Pragmatically

Many parents have a goal of encouraging their kids to go to college. The dream of higher education is often a large driver in most parental decisions for their children…

March Retirement Plan Newsletter 2020

March Retirement Plan Newsletter 2020

This month’s retirement plan newsletter contains insights on Traditional Safe Harbor retirement plans, preventing uncashed retirement checks, secrets for retirement success, and more…

An Update on Lease Accounting Standards

An Update on Lease Accounting Standards

New nationwide accounting standards for leases are being phased in. Such standards are regulated by the Financial Accounting Standards Board (FASB), which initially…

Remaining Calm When Uncertainty Surrounds Us

Remaining Calm When Uncertainty Surrounds Us

First off, I am not a doctor so I am not going to try and discuss viral transmission rates, virology, mortality rates, or try to put COVID-19 into any analogy to make us feel better or worse. Perhaps it’s also true…

Quarter Four Middle Market M&A Report 2019

Quarter Four Middle Market M&A Report 2019

  LUTZ BUSINESS INSIGHTS  quarter four middle market m&a report 20192019 Proves To Be Another Strong Year For Sellers US deal volume trended upwards during the fourth quarter 2019, with volume rising 1.8% compared to the third quarter 2019. Overall, M&A volume...

Being Too Conservative Can Be a Risky Strategy

Being Too Conservative Can Be a Risky Strategy

It is generally accepted that when it comes to investing, there is a relationship between risk and returns. When done intelligently, increasing portfolio risk provides a corresponding increase to expected return…

Cost Reporting

Cost Reporting

Eligible Medicare bad debts can be claimed for reimbursement through the Medicare cost report. For Critical Access Hospitals (CAHs) the reimbursement percentage…

Password Management

Password Management

Few things are as irritating as having to think up new passwords. And just about every app and website you go these days require registering, which means creating a new password…

Can My Business Run Without Me?

Can My Business Run Without Me?

One of the main issues that we see in a business sale transaction is a lack of management depth. Meaning, without the business owner, the company couldn’t run properly…

Eyes Wide Open + Mitigating Risk

Eyes Wide Open + Mitigating Risk

Do you ever feel like you want to “bury your head in the sand” to protect yourself from predators, both physical and virtual ones?  I don’t blame you…

2020 Form W-4 and Form W-4N

2020 Form W-4 and Form W-4N

The 2020 Form W-4, Employee’s Withholding Certificate, is very different from previous versions. A copy of the new form can be downloaded here…

5 Tax Tips for Manufacturers

5 Tax Tips for Manufacturers

The manufacturing industry creates millions of jobs for the citizens and pays billions of dollars in taxes to the government. In return, the IRS rewards manufacturers with numerous tax benefits…

Interviewing 101

Interviewing 101

Interviews are a necessary part of the job application process, but they can often feel like a lot of pressure. Even many experienced interviewees still struggle with this portion. The interview is often the first time you’ll meet…

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