11.10.21 | Non-Profit Tax Update + Form 990 | Webinar

11.10.21 | Non-Profit Tax Update + Form 990 | Webinar

by | Oct 8, 2021 | Accounting and Consulting, Events, Upcoming Events

 

LUTZ BUSINESS INSIGHTS

 

AM I READY TO SELL MY BUSINESS?

Non-Profit Tax Update + Form 990

11.10.21 | 11:30AM – 12:30PM | Webinar

Even though tax-exempt nonprofits do not pay federal taxes, they do have to file an information form with the IRS. Form 990 makes sure that nonprofits conduct their business in a way that is consistent with their public responsibility. In this presentation, Deyna Rouse and Hannah Goscha will cover Form 990, as well as other hot topics currently seen in the Not-For-Profit industry.

Key Takeaways:

  • Form 990 Overview
  • Not-For-Profit Form 990 Filing Requirements
  • Nebraska Sales and Use Tax Updates for Not-For-Profits

Who Should Attend: Professionals in the Non-Profit Industry, Non-Profit Board Members

Seminar Level: Beginner

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10.6.21 | Office 365 Spotlight: Excel | Recording

10.6.21 | Office 365 Spotlight: Excel | Recording

by | Oct 6, 2021 | Event Recordings, Events, Tech

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: Excel

10.6.21 | Recording

Excel is one of the most common Microsoft platforms and the first choice of many for data storage, calculation, and analysis. While we are all familiar with it, it is not always the simplest tool to understand. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech, and Controller, Matt Storm, cover the common features and benefits of Excel as well as tips and tricks for utilizing some of its more complicated components to optimize your business’s data.

 

Key Takeaways:

  • Microsoft Excel Overview
  • Benefits of Using Microsoft Excel
  • How to Get Started with Microsoft Excel

Seminar Level: Intermediate

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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QuickBooks Online Series

QuickBooks Online Series

by | Sep 30, 2021 | Accounting and Consulting, Events, Outsourced Accounting, Upcoming Events

 

LUTZ BUSINESS INSIGHTS

 

QuickBooks Online

QuickBooks Online Series

Join us for a QuickBooks Online Series throughout August, September & November!

Accounts Receivable Set-Up Tutorial

8.31.21 | 11:30AM – 12:00PM | Webinar

Key Takeaways:

  • General Overview Demo
  • Customer & Job Set-Up
  • Item Set-Up
  • Using Invoice Templates
LISTEN NOW

Accounts Receivable Module Tutorial

9.15.21 | 11:30AM – 12:00PM | Webinar

Key Takeaways:

  • Creating Invoices
  • Receiving Payments & Undeposited Funds
  • Record Deposits for Payments Received
  • Credit Memo Options
  • Memorize Recurring Invoices
LISTEN NOW

Banking Module Tutorial

11.17.21 | 11:30AM – 12:00PM | Webinar

Key Takeaways:

  • General Overview Demo
  • Connect Accounts (Bank & Credit Card)
  • Rules Option
  • Receipt Capture
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A guiding principle of Medicare cost report preparation is matching – comparing Medicare charges by revenue code to total revenues recorded…

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

About Us |  Our Team | Events | Careers | Locations

Toll-Free: 866.577.0780 |  Privacy Policy | All Content © Lutz & Company, PC 2021

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11.23.21 | Q&A: Personal & Business Aircraft Purchase Considerations | Webinar

11.23.21 | Q&A: Personal & Business Aircraft Purchase Considerations | Webinar

by | Sep 21, 2021 | Accounting and Consulting, Events, Family Office, State and Local Tax, Upcoming Events

 

LUTZ BUSINESS INSIGHTS

 

Plane

Q&A: Personal & Business Aircraft Purchase Considerations

11.23.21 | 11:30AM – 12:30PM | Webinar

Buying an aircraft is more attractive than ever due to COVID-19 imposed commercial air travel restrictions and favorable tax laws. If you are considering aircraft ownership either personally or through your business, this webinar is designed for you. Using an interactive Q&A format, our panel of experts will provide answers to your most pressing questions.

Key Takeaways:

  • Aircraft Ownership and Use Considerations
  • Personal Use of Business Aircraft Limitations
  • Tax Implications of Buying a Plane
  • Purchase Considerations and Other Alternatives

Panelists Include:

  • David Norton | JD, Partner and Head of Aviation Practice at Shackelford, Bowen, McKinley & Norton, LLP
  • Peter Messina | Aviation Tax Advisor at Jetlaw
  • Stacy Watson | Tax & Consulting Shareholder at Lutz
  • Lisa Strutzel | Family Office Services Director at Lutz

Who Should Attend:  Individuals or business executives interested in learning more about aircraft purchase issues.

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

About Us |  Our Team | Events | Careers | Locations

Toll-Free: 866.577.0780 |  Privacy Policy | All Content © Lutz & Company, PC 2021

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10.6.21 | Office 365 Spotlight: Excel | Recording

8.4.21 | Office 365 Spotlight: OneNote | Recording

by | Aug 3, 2021 | Event Recordings, Events, Tech

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: OneNote

8.4.21 | RECORDING

OneNote is the premium note-taking application offered by Microsoft for users looking to create different types of content. What makes it unique? OneNote allows users to pin inspirational videos, images, articles, and leave notes within a single platform to enable creative collaboration in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech cover the features and benefits of OneNote and how your business can best leverage its innovative multi-media sharing functionalities.

Key Takeaways:

  • Microsoft OneNote Overview
  • Benefits of Using OneNote Individually and as a Team
  • How to Get Started with OneNote
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COST REPORT PITFALLS

A guiding principle of Medicare cost report preparation is matching – comparing Medicare charges by revenue code to total revenues recorded…

read more

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We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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Toll-Free: 866.577.0780 |  Privacy Policy | All Content © Lutz & Company, PC 2021

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9.1.21 | Risk Areas in Due Diligence During M&A Process | Recording

9.1.21 | Risk Areas in Due Diligence During M&A Process | Recording

by | Jul 31, 2021 | Event Recordings, Events

 

LUTZ BUSINESS INSIGHTS

 

Risk areas in due diligence

Risk Areas in Due Diligence During M&A Process

9.1.21 | 11:30AM – 12:30PM | RECORDING

Considering buying a business? Enlisting the help of a professional will give you deeper insights into the financials of the Target as well as the risks of the investment. In this presentation, Taylor Kendall walks you through the M&A process with specific focus on risk areas to consider.

 

Key Takeaways:

  • Common Due Diligence Process

  • Understand Due Diligence Key Concepts

  • Tips for Identifying and Responding to Risks

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COST REPORT PITFALLS

COST REPORT PITFALLS

A guiding principle of Medicare cost report preparation is matching – comparing Medicare charges by revenue code to total revenues recorded…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

About Us |  Our Team | Events | Careers | Locations

Toll-Free: 866.577.0780 |  Privacy Policy | All Content © Lutz & Company, PC 2021

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