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…
5 Ways Mobile Apps are Changing Personal Finances
Financial apps today can help you invest, create budgets, and transfer money. Here’s how mobile apps are transforming personal finances…
8 Ways to Optimize your Business Plan’s Financial Projections
Your financial projections are key elements of your company’s business plan. How can you make them the best they can be?..
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…
What is a Comprehensive Risk Assessment? Does My Company Need One?
Risk management helps companies prepare for unanticipated future occurrences. To start managing your risk, you will need to conduct a comprehensive risk assessment…
4.14.21 | Office 365 Spotlight + Microsoft Power Platform | Webinar
Microsoft’s Power Platform highlights some of its most robust tools including PowerBI, PowerApps, Power Automate and Power Virtual Agents, which allow organizations to more effectively…
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…
Shovel-Ready Capital Recovery & Investment Act for Nonprofit Organizations
The Shovel-Ready Capital Recovery and Investment Act (LB566) intends to provide grants to qualified nonprofits to assist with capital projects…
12.4.2019 | Year-End Planning Strategies & Updates | Recording
Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. This seminar covers current tax law updates…
5.5.21 | Am I Ready to Sell My Business? | Webinar
When is the right time to exit your business? Whether you are considering a business sale or not, it’s important to understand your options…
3.30.21 | American Rescue Plan Act + How Will it Affect Me? | Recording
This presentation will provide an overview of the American Rescue Plan Act and how it could affect businesses and individuals…
7.28.21 | Best Practices for Creating & Adopting a Remote Work Policy | Webinar
In this presentation, Lutz experts will offer tips and considerations for businesses looking to adopt or enhance their remote work policies to ensure employees, employers, and the organization…
Should You be Concerned About the recent Rise in Bond Yields? + Financial market Update + 3.30.21
Here are a few reminders for how bonds work, how you can mitigate interest rate risk, and how investors should think about their bond allocations moving forward…
5 Reasons Your Business Needs an Expense Policy and How to Implement One
If any of your employees incur travel expenses, you need a well-crafted, workable expense policy. This is the best way to keep travel expenses down…
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…
5 Things to Consider When Choosing a Payroll Processing Vendor
Outsourcing payroll processing to an outside provider can be a good solution. If you are considering that route, there are several things you should consider about vendors…
Accounting Today Names Lutz a 2021 Top 100 Firm and Regional Leader
Lutz has been named a 2021 Top 100 Firm by Accounting Today. This is the third consecutive year that Lutz has been named to the list…
Why You Should Have a Business Continuity Plan in Place
A business continuity plan (BCP) details procedures and processes designed to help maintain operations or restore them as quickly as possible in the event of significant disruption…
Lutz adds Riley Knight as Project Engineer
Lutz, a Nebraska-based business solutions firm, welcomes Riley Knight to its Lutz Tech division in its Omaha office…
Lessons from the COVID Crash + Financial Market Update + 3.23.21
On this day one year ago, the stock market reached the lowest point during the pandemic-related crash. From the all-time high set the month prior, the S&P 500 fell roughly 34%…
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
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…
March Retirement Plan Newsletter 2021
This month’s retirement plan newsletter contains insights on investment refresh, excessive fee litigation, QDIA, and more…
Rising Rates, Inflation & the Fed + Financial Market Update + 3.16.21
The Fed has previously articulated its belief that inflation pressures are transitory. It will maintain some of its non-traditional measures of accommodative policy (bond purchases) and maintain interest rates…
3.17.21 | Office 365 Spotlight: SharePoint | Recording
This presentation will cover the features and benefits of SharePoint and how businesses can integrate and utilize its core capabilities…
Managing a Nonprofit? Avoid These 7 Accounting Mistakes
Following the right accounting practices and rules is just as important for a nonprofit as it is for a for-profit organization. When a nonprofit organization has its books in order…
How to Create Better Teams Using the CliftonStrengths Assessment
One way to create better teams within your company is to use Gallup’s CliftonStrengths assessment. CliftonStrengths, a Web-based assessment consisting of 177 items…
QuickBooks Online Vs. QuickBooks Desktop: What’s the Difference?
QuickBooks Online is not simply a web-based version of QuickBooks Desktop. Yes, they’re both designed for small business owners…
Lutz adds Theresa Keenan and Haley Svendgard
Lutz, a Nebraska-based business solutions firm, welcomes Theresa Keenan and Haley Svendgard to its Omaha office…
2.10.2021 | Office 365 Spotlight + OneDrive | Recording
In this presentation, Lutz Tech experts cover the central features and benefits of using Microsoft OneDrive in your organization…
1.13.21 | Office 365 Spotlight + Microsoft Teams | Recording
In this presentation, Jack Moylan and Jessica Murray of Lutz Tech help you understand the features of Microsoft Teams so you can better collaborate with your co-workers…
1.19.21 | Generation Z Entering the Workforce | Recording
In this presentation, Stephanie Hand and Chris Bouchard cover what to expect as Gen Z enters the workforce…
3.3.21 | Financial Market Update | Recording
In this presentation, Josh Jenkins and Justin Vossen of Lutz Financial analyze the current state of the markets and examine thoughtful approaches to investing…
Quarter Four Middle Market M&A Report 2020
Deal volume in the lower middle market continued its strong rebound in Q4-2020 with deal count for the quarter reaching 10-year highs…
1.26.2021 | Second Round COVID-19 Stimulus Package | Recording
Included in the Consolidated Appropriations Act, 2021 signed into law in late 2020 is $900 billion of COVID-19 related relief provisions for individual taxpayers and small businesses…
The Case for International Stocks + Financial Market Update + 3.2.21
In recent years, the US market has consistently outperformed international markets as a whole. Having a large home bias, therefore, has likely contributed to higher returns. Moving forward…
The Wisdom of the Crowd + Financial Market Update + 2.23.21
Rather than searching for those twenty-dollar bills, investors are better served by ensuring proper diversification, managing costs/taxes, and tilting the portfolio to the factors that have been shown…
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...
Business Process Automation: 6 Things You Need to Know
Company leaders are always on the lookout for ways to increase efficiency and reduce costs. One of the most common ways to achieve both objectives is to leverage business process automation…
4 Data Analytics Tools Your Company Should Be Using
If businesses wonder where they can obtain more information about customer insights, leaks in productivity and efficiencies, and how to increase their revenue, they need to look no further…
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…
Employee Retention Credit Provides Significant Benefits for Employers
The Consolidated Appropriations Act (CAA), signed by President Trump in late-December 2020, extended and expanded the Employee Retention Credit (ERC), a refundable payroll tax credit…
The Importance of Rebalancing + Financial Market Update + 2.16.21
The stock market has some serious momentum. After ending last year at an all-time high, the S&P 500 has continued to rally and has closed at a new record…
February Retirement Plan Newsletter 2021
This month’s newsletter contains insights on private equity investments in defined contribution plans, common fiduciary errors, and more…
The Current Financial Health of the American Consumer
Through the third quarter of 2020, personal income per capita has risen to a record. A combination of stimulus money, increases in…
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…
Provider Relief Fund + Where Are We Now?
the Provider Relief Fund (PRF) Reporting Requirements are constantly evolving. Below is an outline of recent changes to the PRF and a summary…
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
Download the 2020 Tax Update guide that includes 2020 Individual Income Tax Rates, 2020 Tax Reform Overview & Cares Act Updates, and 2020 Business Provisions…
Patience as an Investment Strategy + Financial Market Update + 2.9.21
In an attempt to earn above average-returns, many investors wind up earning below-average returns. Even worse, they must contend with…
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...
The True Cost of Investing + Financial Market Update + 1.26.21
The stock market’s 10% average return was much higher than what could have been earned on a risk-free investment. Any investor that hoped to…
Accounts Payable Automation: 3 Ways QuickBooks Can Help
Did you resolve to pay bills on time in 2021? Do you have a plan to do that? If you are using QuickBooks, there are three ways you can use automation…
Quarter Three Middle Market M&A Report 2020
The lower middle market deals in Q3-2020 rebounded from the steep decline realized in Q2 when the spread of COVID-19 triggered global lockdowns and brought businesses to a standstill…
Lutz adds Holzworth and McKeon to Omaha Office
Lutz, a Nebraska-based business solutions firm, welcomes Sydney Holzworth and Joe McKeon to its Omaha office…
Lutz gives back + 12 days of lutzmas 2020
The “12 Days of Lutzmas” is a unique tradition that is designed to provide our employees with 12 different opportunities to give back during the holiday season…
Five Ways Coronavirus Impacts Your 2020 Personal Taxes
Congress passed a variety of tax-relief measures throughout 2020 because of the Coronavirus pandemic. Even income taxes did not escape the impact of COVID-19. Here are five ways that the…
Paycheck Protection Program Updates
The Consolidated Appropriations Act (CAA) passed at the end of December 2020 contained language reopening the Paycheck Protection Program…
January Retirement Plan Newsletter 2021
This month’s newsletter contains insights on 3(38) advisory services, former employee plan assets, plan committee charters, and more…
Growth Trounced Value in 2020 + Financial Market Update + 1.12.21
For the fourth consecutive year, growth stocks have outperformed their value counterparts. The degree of outperformance in 2020, however, was on a different level. Small and mid-cap value stocks trailed…
How to Mitigate the Risk of a Bad Hire
Hiring an outstanding employee is important for any company interested in scaling its operations. Sometimes, such employees are not a fit on paper…
2021 – Is This the Year to Sell Your Business?
Lower, middle-market business owners faced a number of challenges navigating through the pandemic in 2020. Many that were in the process of selling their business had plans put on hold…
Lutz adds Frei, Gaston and Stone to Omaha Office
Lutz, a Nebraska-based business solutions firm, welcomes Will Frei, Annie Gaston, and Jana Stone to its Omaha office…
8 Reasons QuickBooks is the Automated Accounting Software Your Business Needs
If you’ve decided that it’s time to automate your company’s accounting procedures, you’ll find that there’s a lot of competition for your dollars. But there’s really no need to look beyond…
R&D Credits in the Agriculture Industry
America’s agricultural sector has been facing challenges in workforce availability, climate, technology, among many other issues. With the world…
6 Main Differences between an LLC and a Corporation
Approximately 543,000 new businesses are started each month in the U.S. Starting a new business can be an exciting undertaking that…
2020: Year In Review + Financial Market Update + 1.5.2021
There are decades when nothing happens: and there are weeks where decades happen. As I sit with clients and reflect on the year that was…
bitcoin back in the spotlight + Financial market Update + 12.29.20
Over the last few months, Bitcoin has recaptured the imagination of investors. While risk assets, in general, have had a strong quarter, Bitcoin…
Do independent contractors pay taxes?
If 2020 is the first year you’ve had to work as an independent contractor, you’re not alone. The pandemic has forced many Americans to take…
Lutz Launches Data Analytics & Insights Service Line
Lutz, a Nebraska-based business solutions firm, recently announced a new service offering, Data Analytics & Insights. Offerings include data visualization, data and statistical analytics, analytics strategy…
7 Tips to Enhance Your Nonprofit’s Chart of Accounts
Nonprofits have it hard. Sure, they don’t have to pay taxes, but that tax-exempt status comes with a price: increased levels of responsibility to the general public. The focus, then, of their financial accounting…
QuickBooks Online for Nonprofits
As a nonprofit, minimizing your overhead expenses is essential. And while you may have very specialized accounting needs, a full-time bookkeeper might not be in your budget…
How To Avoid Being Negligent When It Comes To Risk
Risk is something that we all face in our day-to-day journeys, no matter who we are or what we do in life. If left unexamined, these risks could either create a small bump in the road…
7 Insightful Tips for a Successful Audit Preparation
As you close your books for the year, you scramble to ensure the debits and credits are balanced, your financials are organized, and all missing invoices…
Lutz Named a 2021 Best Tax and Accounting Firm by Forbes
Lutz, a Nebraska-based business solutions firm, has been named a 2021 Best Tax and Accounting Firm in America by Forbes. The list identifies…
Does Your Business Have the Proper Internal Controls?
Internal controls are an integral part of the success of any company. Unfortunately, they are usually not given the due attention they need…
Enhance Your Management Style with Gallup’s CliftonStrengths
There are many ways to use Gallup’s CliftonStrengths assessment beyond just knowing your team’s strengths. To derive the most benefit from…
2020 + A YEAR OF CHANGE AND UNCERTAINTY FOR CONTRACTORS
For many obvious reasons, 2020 has been one for the history books. The current, ongoing, and future impact of the year’s events are at the forefront of everyday conversation, from the global pandemic…
24‐Hour Stay Rule: Bill LB 783
Those living in Nebraska and involved with ambulatory surgery centers (ASC) likely know about Bill LB 783, a major change to ASCs. Before this bill, ASCs in Nebraska had a length of stay requiring…
My Values or My Investments… Why Not Both? Implementing ESG
Most investors are familiar with the terms ESG, socially responsible, and sustainable investing. However, these investment philosophies can mean very different things. Over the past ten years, investors…
IPOs Approach Record Volume in 2020 + Financial Market Update + 12.15.20
The volume of Initial Public Offerings (IPOs) is within striking distance of a record in 2020. Recently, investors have been willing to open their wallets for any stock offering growth as the global pandemic…
Chris Wagner Awarded NAPA’s 2021 Top Retirement Plan Advisors Under 40
Lutz, a Nebraska-based business solutions firm, is excited to announce that Chris Wagner, Investment Adviser at Lutz Financial, has been selected as one of the National Association of Plan Advisors…
December Retirement plan newsletter 2020
This month’s newsletter contains insights on post-election investment commentary, annual retirement plan notices, savings goals, and more…
12.9.2020 | Preparing & Reviewing Medicare Cost Reports | Recording
This webinar covers important cost report preparation and review topics that can have a significant impact on Medicare reimbursement for your facility…
8 Ways First Time Job Seekers Can Beef Up Their Resumes
Getting a job for the very first time requires some song-and-dance to get over the starting hurdles. One of the biggest challenges in landing that first job…
Year-End Charitable Contribution Documentation for Nonprofits
As year-end nears, charities are often in a last-minute push to solicit contributions from supporters. This timing coincides with the year-end tax…
This Indicator Suggests Investors Are Too Optimistic + Financial Market Update + 12.8.20
Investor sentiment surveys are powerful tools that provide the ability to gauge the expectations of other investors. Survey results can be noisy…
12.2.20 | Year-End Tax Update & Strategies | Recording
Though there aren’t many days left in 2020, you still have time for a quick review of your financial situation. Join us for a virtual presentation led by…
10.7.2020 | Securely Exchanging Documents With Key Decision Makers | Recording
Threadworks is a collaborative tool that allows users to exchange, sign, and store documents online like never before. In this presentation, Ryan Wade…
10.7.2020 | Data. Analytics. Automation. Where Are We Now? Where Are We Headed? | Recording
Data is the fuel that drives your business, and automation keeps it running. In this presentation, Tony DeSantis takes a quick dive into the realm…
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