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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…

Case Study: OHARCO + Lutz M&A

Case Study: OHARCO + Lutz M&A

From initial negotiation, to signing the letter of intent and completion of the transaction, Lutz M&A served as a trusted advisor providing valuable advice and recommendations…

3 Ways to Show Appreciation to Employees

3 Ways to Show Appreciation to Employees

Employee recognition leads to greater morale and happiness at work. Here are three tips your organization can use to incorporate more recognition in the workplace…

Restaurant Revitalization Fund (RRF)

Restaurant Revitalization Fund (RRF)

The American Rescue Act, passed on March 10, 2021, includes $28.6 billion in direct aid for the restaurant industry to be distributed by the SBA. Eligible businesses can receive a tax-free federal grant…

New Stimulus Package Signed Into Law

New Stimulus Package Signed Into Law

President Biden signed the American Rescue Plan Act last week, which is the third major piece of legislation targeting the COVID-19 pandemic. It contains several tax provisions that impact…

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