LUTZ BLOG
Accounting, consulting, financial, technology, merger and acquisition, and staffing blogs, tips, and news.
Lutz Evolves Client Advisory Services Offering
Lutz is excited to announce the growth of its Client Advisory Services (CAS) offering. This service will extend many of the same benefits…
Lutz Named a 2022 Top 100 Firm by INSIDE Public Accounting
INSIDE Public Accounting (IPA) recently announced their annual financial performance analysis and ranking of the nation’s largest public…
8.10.22 | Hot Topics for Small to Mid-Sized Businesses | Recording
Lutz experts from multiple divisions will cover hot topics for business owners from accounting and finance to technology and staffing…
Value Stocks Stage a Comeback + Financial Market Update + 8.9.22
Value investors have endured an extended stretch of relative underperformance. More recently, however, value has been making a comeback…
9.7.22 | Zoom Vs. Microsoft Teams | Webinar
In this webinar, Lutz experts walk you through each platform’s features and benefits to help you understand which tool is best for you…
Lutz adds Elise Free and Raechel Germain
Lutz recently added Elise Free and Raechel Germain to its Omaha office. Elise, a Staff Accountant, and Raechel, a Talent Administrative…
10.5.22 | Business Valuation Basics | Webinar
In this webinar, Lutz experts will walk you through the benefits of a business valuation and how the process works…
Spending Wisely: Youth Sports vs. College Savings
From a pure financial standpoint, re-routing a portion of the investment in youth sports to saving for college will prove significant…
Lutz adds Robyn Davis and Tom Hodgson
Lutz recently added Robyn Davis and Tom Hodgson to its Omaha office. Robyn, a Client Resource Assistant, and Tom, an Investment…
Are Rising Yields Bad for the Bond Market? + Financial Market Update + 8.2.22
It has been a challenging year for investors thus far and it’s not all due to the stock market. The bond market, for example, got off to…
Deyna Rouse Pursues Opportunity to Instruct in Post-Secondary Education
Lutz announces Deyna Rouse’s decision to pursue an instructor opportunity with Creighton University. Rouse has been with Lutz since 2001…
11.30.22 | Non-Profit Tax Update + Form 990 | Webinar
Lutz experts, Hannah Goscha and Dan Sweeney will cover Form 990, as well as other hot topics currently seen in the Not-For-Profit industry…
What Does the Rough Start to the Year Mean for Investors? + Financial market Update + 7.26.22
The first half of 2022 was unpleasant for investors to say the least, with the S&P 500 down a painful 19.96%. In fact, over the last…
5 Excel Functions You Probably Didn’t Know About
Excel is an excellent tool for data analysis and manipulation. Here are the top five Excel functions you probably didn’t know about…
Unlocking Your Data + Starting with KPIs
KPIs (key performance indicators) are an essential tool for business leaders and organizations trying to unlock their data and start…
Tax Implications of Name, Image and Likeness (NIL) Deals
There are all types of considerations from a tax perspective for Name, Image and Likeness (NIL) deals. Most likely, the athlete will be…
Lutz Tech adds Clifford and Johnson
Lutz recently added Bridget Clifford and McClain Johnson to its Tech division in the Omaha office. Bridget, a Data Analyst, and McClain…
Understanding Your Strengths as a Road Map to a Fulfilling Career
Do you understand your strengths as it relates to your career? Are you able to leverage them to further your goals? Most people’s…
7 Accounts Payable Best Practices for Small Businesses
There are several accounts payable best practices your business can implement, such as automation, that can improve your processes…
Third-Party Risks and How to Manage Them
Working with third parties can pose risks to your business. This blog helps you understand how to minimize and manage third-party risks…
Lutz Announces 2022 Director Promotions
Lutz recently announced its director promotions for 2022. Congratulations to Merrick Aurora, Jaime Briganti, Tony DeSantis, Lauren…
Lutz Announces 2022 Associate through Manager Promotions
Lutz recently announced multiple promotions to manager, senior, and associate roles. Congratulations to Jack Boulay, Tom Docter, Jordan…
7.20.22 | Office 365 Spotlight: Forms | Recording
In this webinar, Lutz experts will help you understand the Microsoft Forms platform and how to best utilize its features…
Are We Already in a Recession? + Financial Market Update + 7.19.22
What exactly is a recession? Is it likely that we are already in one? And what are the implications for investors if we are?..
July Retirement Plan Newsletter 2022
This month’s newsletter contains insights on safe harbor options, benefits of partnering with a Retirement Plan Advisor, and more…
GASB 96 + Subscription-Based Information Technology Arrangements
Governmental entities are required to implement GASB 96 for fiscal years beginning after June 15, 2022. Subscription-Based Information…
Rural/CAH EHR Software Conversion Best Practices
There is a rising trend of rural healthcare facilities going through EHR software conversions. It can greatly impact a facility’s…
7.27.22 | Implementing Lease Guidance for Hospitals | Webinar
New lease accounting standards ASC 842, GASB 87 and GASB 96 require healthcare organizations to track various leases on the balance sheet…
Understanding Healthcare Accounting: How Income and Expenses Affect Growth
Medical practices must adhere to healthcare accounting best practices to keep their income and expenses in order and drive growth…
Provider Relief Fund Reporting
The Provider Relief Fund (PRF) Reporting Portal opened for Reporting Period 2 on January 1, 2022, and will remain open through March 31, 2022, at 11:59 PM ET…
Community Businesses Join Forces to Attract Young Talent with “WHY GI?” Event
Local businesses in Grand Island have come together to sponsor a summer networking event called “Why GI?” This event aims to bring summer…
IRS Announced Mileage Rate Increases for the Remainder of 2022
The IRS announced a mid-cycle increase to the standard mileage rate for the final six months of 2022. Typically, businesses are required…
Post-Pandemic Business Valuation
The fundamental concept in valuing a privately held business is determining the current value of its future cash flows. All methods…
Why is the Stock Market Cyclical? + Financial Market Update + 6.28.22
These (at times) exaggerated moves up and down are common and reflect the cyclicality that is inherent in the stock market…
Lutz Financial Named an Accounting Today 2022 Wealth Magnet
Lutz Financial was recently named one of Accounting Today’s 2022 Wealth Magnets: Top 150 Firms by Assets Under Management (AUM)….
Putting the Cryptocurrency Selloff Into Perspective + Financial Market Update + 6.21.22
We have been asked a lot about what knock-on effect the cryptocurrency free-fall could have on the general economy and other markets…
Investor Do’s & Don’ts During a Bear Market
Inflation, rising interest rates, fear of a recession, war in Ukraine and Covid lockdown in China have all driven recent market volatility…
June Retirement Plan Newsletter 2022
This month’s newsletter contains insights on ways to boost participation, pooled employer plans, beneficiary designations, and more…
What It Means to Enter a Bear Market + Financial Market Update + 6.14.22
Virtually every financial media outlet ran a story highlighting the fact that the stock market had entered a ‘Bear Market.’ What does…
Lutz Tech adds Nelson, Schlachter and Wilson
Lutz recently added Cody Nelson, Kim Schlachter and Devin Wilson to its Tech division. Cody a Project Technician, Kim a Service Desk…
Lutz adds Alberts and Prinz to Omaha Office
Lutz recently added Abi Alberts and Taylor Prinz to its Omaha office. Abi, a staff accountant, and Taylor, a client service…
Lutz Tech adds Deges and Youngquist
Lutz recently added Jason Deges and Bryce Youngquist to its Tech division’s Omaha office. Jason, a senior project engineer, and Bryce…
The Risk of Timing the Market + Financial market Update + 6.7.22
When the market is experiencing severe or prolonged levels of volatility, investors seek safety by trying to time the market…
Building a Personal Brand for Your Job Search
This post sheds light on building a personal brand and, most importantly, how it will assist in your job search…
5 Key Items to Review During Financial Due Diligence
The due diligence process is not one-size-fits-all. Here are five key items to review during the financial due diligence process…
Expense Management for Startups
You undoubtedly plan to track your new company’s income, but do you have a plan for recording and managing expenses?..
Quarter One Middle Market M&A Report 2022
After a year of record high deal volume and deal value, demand for M&A remains strong in 2022. Risking inflation and higher interest…
6.1.22 | Agriculture Tax Update | Recording
In this webinar, Lutz experts cover future possible tax law changes and related planning opportunities for the ag industry…
The Lutz Ledger 2022
Lutz is excited to announce the rollout of our inaugural edition of the Lutz Ledger. The Lutz Ledger will provide an annual update…
Open-Ended Questions in Interviews: Why They’re Important & What to Ask
This article discusses what type of open-ended questions you should ask in an interview, when to ask them, and why they’re beneficial…
What is the difference between a private foundation and a public charity?
Free of federal income taxes, charitable organizations can be formed as private foundations or as public charitable organizations….
5 Reasons Why Outsourcing Your IT is the Affordable Choice
When it comes to budgeting, your IT department can be one of the highest expenses on your balance sheet. To help reduce costs and turn…
Is Your IT Team Overlooking These Common Issues?
Your IT teams must be vigilant to keep your business running, prepared for any issues, and ahead of the curve in executing new technology…
QuickBooks Online’s Mobile App: What Does it Do?
Need access to your accounting data when you’re out of the office? QuickBooks Online’s mobile app is a good solution…
Lutz adds Buckley, Leapley and Lehr
Lutz recently added Katie Buckley, Lauren Leapley and Abby Lehr to the firm. Buckley, a Financial Analyst, Leapley, a Staff Accountant…
A Bear Market for the FANMAG Stocks + Financial Market Update + 5.17.22
A handful of extremely popular large-growth companies, FANMAG, have had a very tough start to the year. Here’s why…
5.18.22 | QuickBooks Desktop Demo for the Construction Industry | Recording
Lutz experts will show you how QuickBooks reports can help your company manage costs, identify underbillings, and track job profitability…
May Retirement Plan Newsletter 2022
This month’s newsletter contains insights on early withdrawals, fee litigation, millennials saving, and more…
Hanna Vogel Transitions to Talent Sourcer Role
Lutz recently transitioned Hanna Vogel to a Talent Sourcer position in its Talent division. In her new role, she is responsible for…
Medicare Sequestration Update
The Budget Control Act of 2011 established a Medicare Sequestration of 2%, which is an automatic reduction of certain federal spending…
CMS Blanket Waivers Update
On April 7, 2022, CMS issued a memorandum that ended specific waivers for skilled nursing facilities/nursing facilities (SNFs/NFs)…
RHC Testing & Mitigation (RHCCTM) Program Reminder
Eligible Rural Health Clinics (RHCs) received RHC Testing and Mitigation (RHCCTM) program funds of $100,000 in June of 2021…
5.11.22 | ERC + ImagiNE: Business Tax Incentives Explained | Recording
This webinar provides updates on Employee Retention Credits (ERC) and the ImagiNE incentive program. The qualifications required…
2022 Stark Updates + Group Practices
At the end of 2019, the government amended the federal physician self-referral law (Stark Law). This amendment brought significant changes…
Investor Sentiment Hits Extreme Low + Financial Market Update + 5.10.22
In light of these painful drawdowns across the stock market, it’s no surprise that investor sentiment is negative. According to a widely…
Clint Hofeldt Transitions to Data Analyst Role
Lutz recently transitioned Clint Hofeldt to a Data Analyst position in its Lutz Tech division. In his new role, he will be responsible for…
5.4.22 | Office 365 Spotlight: Outlook Tips & Tricks | Recording
In this webinar, Lutz experts cover the basics of Microsoft Outlook and tips and tricks to help you get the most out of the software…
Should Investors Be Concerned About Recent Volatility? + Financial Market Update + 5.3.22
The stock market has been experiencing some heightened volatility recently. The S&P 500, which represents domestic large-cap stocks, is…
3 Common Business Fraud Risks and How to Mitigate Them
Too often, companies are unprepared or lack the appropriate internal monitoring controls to detect and prevent business fraud…
8 Ways To Get (And Stay) Motivated At Work
Are you ready to beat that mid-project slump? Here are eight tips on how to get (and stay) motivated at work…
5 Things to Consider When Choosing a Wireless Network
The demand for wireless connectivity is booming. This rise in demand has businesses looking to reconstruct their enterprise networks.
Types of Trusts and When to Use Them
The right trust offers many advantages over traditional mechanisms for protecting and passing on assets. However, determining which…
Riley Knight Transitions to Project Coordinator Role
Lutz recently transitioned Riley Knight to a Project Coordinator position in its Lutz Tech division. In his new role, he will assist in…
Iowa Income Tax Update + HF2317
Governor Kim Reynolds signed the House File 2317 into law on March 1, 2022. Most notably, it included income tax rate reductions…
Nebraska Income Tax Update + LB873
Nebraska Governor Pete Ricketts signed Legislative Bill 873 on 4/13/22. The bill intends to lower state income tax rates, add refundable…
4.20.2022 | Benefits of Moving Your 401(k) to a Pooled Employer Plan | Recording
In this webinar, Lutz and Newport experts will help companies understand the benefits of moving to a pooled employer plan…
Understanding the Importance of Payor Mix in Your Private Practice Financial Strategy
As a healthcare provider, your payor mix is an essential component of your financial strategy that can significantly impact your success…
What a Yield Curve Inversion Means for Investors + Financial Market Update + 4.12.22
Here is a quick summary of what a yield curve inversion is and what it could potentially mean for investors…
April Retirement Plan Newsletter 2022
This month’s newsletter contains insights on 401(k) lawsuits, IRS/DOL audits increasing, tax saver’s credit, and more…
Stock Compensation for Start-Ups + Valuation Implications with 409(A) and 83(B)
This blog covers the common forms of stock compensation for start-ups and the tax considerations of sections 409(A) and 83(B)…
Cloud-Based Accounting with QuickBooks Online: Is It Right for You?
Are you apprehensive about moving your accounting to the cloud? Here’s why QuickBooks Online might be a good solution for your business…
Lutz adds Ashley Bredthauer and Nevan Hoffman
Lutz recently added Ashley Bredthauer and Nevan Hoffman to its team. Ashley, a Healthcare Manager, and Nevan, a Service Desk…
Essential Healthcare and Financial KPIs to Begin Tracking Today
Key Performance Indicators (KPI) can help you increase the profitability of your practice and maximize the satisfaction of your patients….
Lutz adds Dennison and Krieser to Grand Island Office
Lutz recently added Samantha Dennison and Misty Krieser to its Grand Island office. Samantha, a Staff Accountant, and Misty, an Account…
Stock Pickers Continued to Struggle in 2021 + Financial Market Update + 3.29.22
New Data published last week from S&P Global showed active fund managers continued to struggle in 2021. With the S&P 500 gaining…
3.30.22 | Top HR Trends for 2022 | Recording
This presentation will cover the top HR trends for 2022 and how to lead your company through the ever-changing environment…
Switching Accountants? What to Expect
There are numerous reasons why you may opt to change your accountant, ranging from unfulfilled demands to evolving business needs…
10 Microsoft Excel Tips for Small Businesses
Excel is a great tool for small businesses to manage their data. Here is a list of ten tips to help you best utilize the platform…
Is Your Business Staffing Strategy Working for Your Company?
Whether you’re a small business or a large established firm, the success of your brand depends on its staffing strategy…
A Beginner’s Guide to Cybersecurity
If your business lacks proper IT security, there is no need to worry. The options available for you to boost your IT security structure…
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