Tax Cuts & Jobs Act + Ag Industry

Tax Cuts & Jobs Act + Ag Industry

Jim Honz, Lutz Tax Shareholder, was recently featured on the Nebraska Grain & Feed Association’s (NEGFA) website for an article about the Tax Cuts and Jobs Act (TCJA) relating to the agriculture industry…

Lutz adds Lake and Risinger as Staff Accountants

Lutz adds Lake and Risinger as Staff Accountants

Lutz, a Nebraska-based business solutions firm, welcomes Alec Lake and Katie Risinger to the team. Alec is working in the Grand Island office, while Katie assists both the Hastings and Grand Island teams remotely…

Provider-Based Departments Update 2019

Provider-Based Departments Update 2019

The Centers for Medicare and Medicaid (CMS) Are Requiring Hospital Provider-Based Departments (PBDs) to be Properly Enrolled in Provider Enrollment, Chain, and Ownership System (PECOS)…

7 Questions You Should Always Ask in an Interview

7 Questions You Should Always Ask in an Interview

Job interviews are typically the first step in the job seeking process and it is important to make a great first impression. However, you (as the candidate) shouldn’t be the only one responding to all the questions…

Confused by QuickBooks’ Report Customization?

Confused by QuickBooks’ Report Customization?

If you’re still doing your accounting on paper, you know how challenging it is to create reports. You might be able to cobble together a simple report using Excel, but even that takes time and skill…

Lutz Financial adds Joe Carlson

Lutz Financial adds Joe Carlson

Lutz, a Nebraska-based business solutions firm, welcomes Joe Carlson to its Omaha office’s financial division. Joe joins Lutz Financial as a Financial Planner. He is responsible for assisting Lutz Financials’ advisers…

Net Working Capital: What is it and How is it Used?

Net Working Capital: What is it and How is it Used?

A commonly misunderstood topic in M&A transactions is the concept of net working capital (NWC). This is recognized as a predetermined amount of capital that is included in the purchase price in a business sale…

Lutz adds Obermier and Schultze to Grand Island Office

Lutz adds Obermier and Schultze to Grand Island Office

Lutz, a Nebraska-based business solutions firm, welcomes Alexa Obermier and Jarrett Schultze to its Grand Island office. Alexa and Jarrett join Lutz as staff accountants. They are responsible for the preparation of…

5 Ways to Maximize Your Tax Refund

5 Ways to Maximize Your Tax Refund

With each tax season comes the hope of a substantial refund, or at least the chance of not owing too much in taxes. So, how can you be sure you are getting back as much as you should…

Family Governance + Not an Act

Family Governance + Not an Act

For a family enterprise to sustain its wealth, acting collaboratively is required.  This need for cohesion leads to the creation of structures and processes that guide the family’s behavior as it navigates the complexities…

Benchmarking for Medical Practices

Benchmarking for Medical Practices

“Our life begins and ends with measurement. What was the baby’s length and weight at birth? How old was the man when he passed away? At every step in our life we are measured against something or someone…

Why You Need a Disaster Recovery Plan

Why You Need a Disaster Recovery Plan

To understand why you need a disaster recovery plan, you need only think about events that have occurred over the past couple of years in the United States. Recent flooding in Nebraska and Iowa, wildfires…

Sales Tax Registration 101

Sales Tax Registration 101

Starting a business can be easy. Knowing how to make sure that you are in compliance with state and federal laws is a little more difficult. You probably already know that you need to register to collect sales tax…

Tax Law Update

Tax Law Update

In this webinar, Deyna Rouse and John Kampfe discuss updates to the new tax law and how it may affect your business or organization. They also cover the Qualified Business Income Deduction, method changes…

Lutz adds Steve Roberts as Chief Financial Officer

Lutz adds Steve Roberts as Chief Financial Officer

Lutz, a Nebraska-based business solutions firm, recently added Steve Roberts to its Firm Admin Department. Bringing over 30 years of experience in accounting and finance, Steve joins the firm as Chief Financial…

The Benefits of Temporary Staffing

The Benefits of Temporary Staffing

If you have a vacancy at your company, you may choose to fill it with a temporary staff member. Working with a temporary employee can benefit your business in many ways, however, there are pitfalls you should…

5 Ways to Prevent Data Breaches

5 Ways to Prevent Data Breaches

Large corporations grab the headlines when they’re hit by a cyber attack, but small businesses are far from immune. In fact, hackers count on the fact that organizations with just a handful of, or a few dozen, employees relax their…

Lutz adds Colleen Boyd to Grand Island Office

Lutz adds Colleen Boyd to Grand Island Office

Lutz, a Nebraska-based business solutions firm, recently added Colleen Boyd to its Grand Island Office. Colleen joins the firm as an Accounting Assistant and brings over five years of experience in the accounting industry…

Denial Management: Are You Doing Enough?

Denial Management: Are You Doing Enough?

“There’s tremendous pressure to reduce denials. According to CMS, 20% of all claims are denied, 60% of lost or denied claims will never be resubmitted, and 18% of claims will never be collected…

Why Do a Chargemaster Review?

Why Do a Chargemaster Review?

How pricing is set for a healthcare organization may have a significant impact on financial performance. In addition, if individual charge items in the chargemaster file contains errors payment for services…

Cash Flow Problems? 5 Ways to Improve It

Cash Flow Problems? 5 Ways to Improve It

You can fix some of the problems your small business faces and move on. You change couriers or banks or suppliers if services and fees aren’t acceptable…

Creating a Product Record in QuickBooks

Creating a Product Record in QuickBooks

If you buy and sell items, you need capable inventory management tools to track them. QuickBooks provides a solid base with its product record templates…

May Retirement Plan Newsletter

May Retirement Plan Newsletter

This month’s newsletter contains insights on ways to increase employee retirement contributions, investment options, reasons to roll into your employer’s plan vs. an IRA, and more…

Family Meetings + Strengthening the Bonds That Bind

Family Meetings + Strengthening the Bonds That Bind

We’ve all heard the saying, “The key to a good relationship is communication”.  This is especially true for families who want to perpetuate their wealth and values over multiple generations.  Research has shown that most…

Lutz Announces Future Move in Lincoln, Nebraska

Lutz Announces Future Move in Lincoln, Nebraska

Lutz, a Nebraska-based business solutions firm, has announced it will be relocating its Lincoln office to the second floor of the new “Olsson Building South” on 115 Canopy Street in January of 2020…

Everything You Need to Know About the Yield Curve

Everything You Need to Know About the Yield Curve

In recent weeks the financial markets have displayed a traditional warning sign that has garnered significant attention. Widely viewed as one of the most reliable and accurate predictors of an economic slowdown…

A Recipe for Job Happiness

A Recipe for Job Happiness

For most of us, “work” is a necessary part of life. Some people live to work; dedicating much of their waking effort towards a chosen career path. Others work to live; putting forth just enough effort to generate a stable income…

5 Tips for Effective Business Writing

5 Tips for Effective Business Writing

When Albert Einstein is mentioned, most people think of genius or science, rather than simple and writing.  However, Einstein gave us some important advice for business writing when he said, “If you can’t explain something simply…

Lutz Recipient of 2019 Corporate Leadership Award

Lutz Recipient of 2019 Corporate Leadership Award

Lutz, a Nebraska-based business solutions firm, is excited to be named the winner of the 2019 Corporate Leadership Award by the Dean’s Advisory Board at the University of Nebraska-Lincoln College of Business…

What Your IT Helpdesk Technician Wants You to Know

What Your IT Helpdesk Technician Wants You to Know

When you need assistance from a professional IT helpdesk technician, you want need the experience to be as short and as productive as possible. If you follow these five basic tips, you’ll give your IT technician a fantastic starting…

What is a Family Office?

What is a Family Office?

Modern family offices have been in existence since the late 19th century when John D. Rockefeller decided he needed a professional team to manage his wealth. The complexity of the financial landscape, coupled with…

April Retirement Plan Newsletter

April Retirement Plan Newsletter

This month’s newsletter contains insights on rolling over into your retirement plan vs. your IRA, a tax savers credit reminder, and more…

Does Your Company Need a Business Valuation?

Does Your Company Need a Business Valuation?

If you use QuickBooks or you’re a power Excel user, you know you can create reports that provide tremendous insight into your company’s financial status. They can tell you what you own and what you owe down to the tiniest detail…

Exploring Segment Reporting Alternatives

Exploring Segment Reporting Alternatives

In February, the Financial Accounting Standards Board (FASB) discussed its ongoing project to improve how companies provide information around business segments. This article outlines the status of this project and possible…

Close-Up on Materiality

Close-Up on Materiality

The Auditing Standards Board (ASB) has been working on a project to amend its definition of “materiality.” This article explains the subtle differences between the international standards and U.S. standards that are currently…

State Income Tax for Businesses and Individuals

State Income Tax for Businesses and Individuals

Attendees will learn about state income tax issues relevant to Nebraska based businesses and their owners. This presentation, led by Russ Smith, includes a discussion of business income tax topics such as…

Financial Compliance Check-Up

Financial Compliance Check-Up

Now that winter is here, what better way to spend some additional time indoors than doing a winter healthcare financial compliance checkup. In this webinar…

Revenue Cycle

Revenue Cycle

As Healthcare institutions, we hear a lot of talk surrounding the Revenue Cycle. This presentation, led by Amy Evanich and Claire Thelen, will discuss helpful hints to help ensure your revenue cycle is operating…

Medicare Cost Report

Medicare Cost Report

This presentation, led by Kirk Delperdang and Julianne Kipple, discusses helpful tips to keep in mind as hospitals prepare and review their Medicare cost report…

An Intro to Artificial Intelligence

An Intro to Artificial Intelligence

The market for artificial intelligence (AI) technologies is flourishing. Beyond the hype and the heightened media attention, the numerous startups and the internet giant’s racing to acquire them…

Social Media Strategies for Recruiting

Social Media Strategies for Recruiting

Social media platforms can be used to advertise jobs, attract talent, and communicate with potential candidates. These platforms include Facebook, LinkedIn, Twitter and even Instagram…

Exit Planning Strategies for Business Owners

Exit Planning Strategies for Business Owners

Business owners are good at dealing with everyday decisions, but they often forget that a main reason they are in business is to be rewarded for building a valuable business…

Best Practices for Plan Fiduciaries

Best Practices for Plan Fiduciaries

Are you offering a competitive retirement plan? In this webinar, Chris Wagner of Lutz Financial covers the step by step process for making fiduciary decisions and administering…

Retirement Income + Distribution Planning

Retirement Income + Distribution Planning

Most investment and financial advice has traditionally been focused on the accumulation phase (growing assets before retirement). But with the elimination of traditional pension…

Tax Planning + Updates

Tax Planning + Updates

This seminar, led by John Kampfe, Joe Donovan, and Steve Nebbia, covers current year law updates that may impact your taxes. This informative course will bring you up-to-speed on the…

Changes in Nebraska Sales Tax Laws

Changes in Nebraska Sales Tax Laws

Do you have questions about sales and use tax laws? You’re not alone. With 7,500 different tax jurisdictions in the United States alone, it’s easy to understand why our sales & use tax laws…

QuickBooks Techniques Every User Should Know

QuickBooks Techniques Every User Should Know

Getting up to speed on QuickBooks can be challenging if you’re just getting started. This software is popular for ease of use, but it is also one of the most comprehensive accounting software packages on the market…

How to Leave Your Job + The Professional Way

How to Leave Your Job + The Professional Way

Decades ago, it wasn’t uncommon for people to land their first job, move through the ranks, and retire from the same company 30-40 years later. However, times have changed. According to the U.S. Bureau of Labor Statistics…

Lutz adds Jen Walde as Performance Advisor

Lutz adds Jen Walde as Performance Advisor

Lutz, a Nebraska-based business solutions firm, recently added Jen Walde to its Omaha Office. Jen joins the firm as a Performance Advisor with over 13 years of combined human resources and operations experience…

Is the Traditional Bypass Trust Outdated?

Is the Traditional Bypass Trust Outdated?

Many early-retirement Boomers feel comfortable that their estate plan is in order, having put their estate plan in place when they had younger children. With adult children and the increase in the estate and gift tax exemption amounts…

Lutz Launches Family Office Services; Adds Lisa Strutzel

Lutz Launches Family Office Services; Adds Lisa Strutzel

Lutz, a Nebraska-based business solutions firm, recently announced a new service line, Family Office Services. Lutz’s Family Office team assists high-net-worth families manage their family enterprise by helping them determine…

March Retirement Plan Newsletter

March Retirement Plan Newsletter

This month’s newsletter contains insights on relief guidance for victims of California wildfires, visualizing retirement, conducting an RFP, and more…

The M&A Process + Timeline & Milestones

The M&A Process + Timeline & Milestones

Selling your business can be time-consuming and unpredictable. Knowing what to expect will prepare you for what’s ahead and can help get your deal to closing. The M&A process can be broken down into four unique phases…

Personal Branding for Finance Professionals

Personal Branding for Finance Professionals

Although the terms brand and branding don’t mean the same, people use them interchangeably. Your personal brand describes who you are and what you do. It is how people identify, know and remember you…

How XBRL Benefits Companies, Large and Small

How XBRL Benefits Companies, Large and Small

Investors and accounting professionals have warned the SEC against exempting small companies from the requirement to add interactive data to their financial statements using eXtensible Business Reporting Language (XBRL)…

Best Practices for Audit Committees

Best Practices for Audit Committees

In January 2019, the board of the International Organization of Securities Commissions (IOSCO) published a report intended to promote audit quality. This article explains the audit committee’s role and key findings from the…

Is Your Finance Team Using AI?

Is Your Finance Team Using AI?

A recent survey of financial professionals found that only 11% of executives are making use of artificial intelligence (AI) and over one-third of companies spend more time collecting data than analyzing it. This article discusses key findings…

Quarter One Middle Market M&A Report 2019

Quarter One Middle Market M&A Report 2019

In Q1 2019, U.S. Middle Market dealmakers forged through continued economic and geopolitical uncertainty to rise above the sluggish second half of 2018. During the quarter there were 3,403 announced…

Lutz adds Chase Morley to Lincoln Office

Lutz adds Chase Morley to Lincoln Office

Lutz, a Nebraska-based business solutions firm, recently added Chase Morley to its Lincoln office. Bringing over three years of experience in the financial and accounting industries, Chase Morley joins the firm as a Staff Accountant…

Why Investors Should Own International Stocks

Why Investors Should Own International Stocks

There is a tendency for investors to focus their attention and investment dollars on assets located within the United States. This tendency is well documented and is referred to as Home Country Bias. People are generally more…

2019 Manufacturing Outlook Survey Results

2019 Manufacturing Outlook Survey Results

This year’s survey report contains the expectations and opinions of more than 350 manufacturing executives who produce a wide variety of products including industrial/machining, transportation/automotive…

New Phase-In Option for Credit Losses Standard

New Phase-In Option for Credit Losses Standard

Bank regulators have completed a rule that will allow banks to phase in the capital effect of the new credit losses accounting standard over a period of three years. This article summarizes what’s changing under the updated standard…

February Retirement Plan Newsletter

February Retirement Plan Newsletter

This months newsletter contains insights on repaying student loans, investment education for employees, risks of filing late, and more…

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Omaha, NE 68154

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Hastings, NE 68901

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