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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…

12.11.2020 | 2020 Stimulus Funding | Recording

12.11.2020 | 2020 Stimulus Funding | Recording

  LUTZ BUSINESS INSIGHTS  12.11.2020 | 2020 STIMULUS FUNDING + HEALTHCARE | RecordingIn this presentation, Lutz experts discuss important information and updates, as well as answer frequently asked questions on various stimulus funding opportunities.RECENT POSTSSIGN...

Top 4 Staffing Trends for the New Year

Top 4 Staffing Trends for the New Year

2020 was quite a different year in the staffing and recruitment industry. The spread of the COVID-19 virus led to a decline in certain business performances across many industries, leading to downsizing and layoffs…

Medicare Bad Debts

Medicare Bad Debts

Over the years, there have been minimal actual changes to the regulations, manuals, instructions, or other guidance concerning what is allowable and what should or can be claimed for Medicare Bad Debts…

Hospital Financial governance

Hospital Financial governance

The hospital board of directors’ role is to serve as the governing body of the hospital. The board is responsible for oversight of the hospital. Board responsibilities include making strategic…

2020 Tax Update

2020 Tax Update

Download the 2020 Tax Update guide that includes 2020 Individual Income Tax Rates, 2020 Tax Reform Overview & Cares Act Updates, and 2020 Business Provisions…

The Frenzy in Meme Stocks + Financial Market Update + 2.3.2021

The Frenzy in Meme Stocks + Financial Market Update + 2.3.2021

WANT TO RECEIVE FINANCIAL MARKET UPDATES STRAIGHT TO YOUR INBOX?FINANCIAL MARKET UPDATE 2.3.2021 AUTHOR: JOSH JENKINS, CFASTORY OF THE WEEK The Frenzy in Meme Stocks Over the past ten days, I have fielded more questions from friends about stocks than I have in the...

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