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

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

 

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

RECENT POSTS

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 UsOur Team | Events | Careers | Locations

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

QuickBooks Online Series

QuickBooks Online Series

 

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

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

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

RECENT POSTS

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 UsOur Team | Events | Careers | Locations

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

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

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

 

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.

RECENT POSTS

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 UsOur Team | Events | Careers | Locations

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

12.15.21 | Office 365 Spotlight: Planner | Webinar

12.15.21 | Office 365 Spotlight: Planner | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: Planner

12.15.21 | 12:00PM – 12:30PM | Webinar

Looking to better manage projects and tasks across teams and departments? Microsoft Planner is the solution for you. Planner helps teams create plans, assign tasks, share files, and receive updates on progress in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the features and benefits of Planner and offer tips your team can utilize to better communicate, collaborate, and stay organized through this tool.

Key Takeaways:

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

Who Should Attend: Office 365 Users

Seminar Level: Beginner

RECENT POSTS

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 UsOur Team | Events | Careers | Locations

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