UPCOMING OMAHA + WEBINAR EVENTS

11.21.19 2019 STATE OF OWNER READINESS EVENT | OMAHA

Join Lutz, First National Bank, Koley Jessen, and SilverStone Group, in partnership with the Exit Planning Institute, for a detailed presentation and expert panel discussion that will cover the findings of the Nebraska “State of Owner Readiness” survey, as well as business transition options that are available to business owners.

 

LEARN MORE!

12.4.19 2019 YEAR-END PLANNING STRATEGIES + UPDATES | OMAHA + WEBINAR

Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. Join us for a seminar led by Joe Donovan, Steve Nebbia, and Justin Korth that will cover current tax law updates as well as general year-end planning ideas.

 

LEARN MORE!

12.12.19 HEALTHCARE | EXTERNAL FINANCIAL STATEMENT AUDIT + MEDICARE COST REPORT BEST PRACTICES | WEBINAR ONLY

The few months after a facilities’ fiscal year-end are always challenging. We have all been through the experience – at the time, we’ve all said “next year will be better” and “we will fix the bottlenecks”. Whether or not your facility has had success or not making progress in this area, this webinar will help create a checklist of ways to plan, prioritize, and complete items throughout the year and before the audit. Join Julianne Kipple and Chase Dudzinski to make the year-end process easier for your staff, more efficient for auditors and cost report preparers, and make your facility less prone to large audit adjustments and/or costly mistakes in reimbursements.

 

LEARN MORE!

UPCOMING CENTRAL NEBRASKA + OTHER EVENTS

11.14.19 2019 STATE OF OWNER READINESS EVENT | NORTH PLATTE

Join Lutz, First National Bank, Koley Jessen, and SilverStone Group, in partnership with the Exit Planning Institute, for a detailed presentation that will cover the findings of the Nebraska “State of Owner Readiness” survey, as well as business transition options that are available to business owners.

 

LEARN MORE!

11.14.19 2019 STATE OF OWNER READINESS EVENT | KEARNEY

Join Lutz, First National Bank, Koley Jessen, and SilverStone Group, in partnership with the Exit Planning Institute, for a detailed presentation that will cover the findings of the Nebraska “State of Owner Readiness” survey, as well as business transition options that are available to business owners.

 

LEARN MORE!

12.11.19 2019 YEAR-END PLANNING STRATEGIES + UPDATES | HASTINGS

Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. Join us for a seminar led by Jeremy Evans, Mark DeDiana, and Curtis Thompson that will cover current tax law updates as well as general year-end planning ideas.

 

LEARN MORE!

12.11.19 2019 YEAR-END PLANNING STRATEGIES + UPDATES | GRAND ISLAND

Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. Join us for a seminar led by Jerad Knott, Jenna Grenier, and Bryan Frew that will cover current tax law updates as well as general year-end planning ideas.

 

LEARN MORE!

PRESENTATION RECORDINGS

ACCOUNTING

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. This presentation, led by Amanda Harpster and Lauren Harris, will offer tips and tricks that can save you hours, even if you’re a pro!

 

LISTEN NOW!

NEBRASKA GRAIN AND FEED ASSOCIATION + TAX REFORM

This webinar presentation, catered to the ag industry, will cover the ins-and-outs of the Tax Cuts and Jobs Act of 2017, a once-in-a-generation tax reform bill. Key takeaways from this presentation include information on individual changes, business changes, qualified business income deduction, opportunities to control taxable income, and more!

 

LISTEN NOW!

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 are considered among the most complicated in the world. Please join us for a presentation led by Stacy Watson for a discussion on Nebraska sales tax and audit risk and how it may affect your organization.

 

LISTEN NOW!

HEALTHCARE | 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. Kirk and Julianne specialize in accounting and reimbursement consulting for CAHs. This presentation also covers the cost report preparation process and review topics that can have a significant impact on Medicare reimbursement for the facility.

 

LISTEN NOW!

HEALTHCARE | 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 efficiently and effectively.
 
Every employee plays a role in the impact of the revenue cycle, and this webinar is tailored to cover each area. If there are inadequacies or an opportunity for improvement in the revenue cycle process in a certain department, please consider having the direct staff in this area listen in.

 

LISTEN NOW!

FINANCIAL STATEMENTS IN THE CONSTRUCTION INDUSTRY

This presentation, led by Ryan Cook and Shawn Wederquist, discusses the basics of Construction Financial Statements. You will gain an understanding of financial statements and what key financial indicators to watch for as it relates to banking and bonding.

 

LISTEN NOW!

REVENUE RECOGNITION + LEASE ACCOUNTING + NFP UPDATE

The first presentation, led by Nate Hagge and Kyle Hofeldt, provides a thorough review of the New Revenue Recognition Standard and how to apply these new rules. The second presentation led by Katie Byrd, covers major areas of change from the existing lease standard, and an explanation of the new standard. And finally, the last presentation, led by Jody Decker, discusses new and proposed accounting and auditing standards and how they will impact not-for-profit entities and their auditors.

 

LISTEN NOW!

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 nexus, apportionment, composite filings, and nonresident withholding. Individual income tax topics include resident vs non-resident filings, the Nebraska Capital Gains Exclusion, and Nebraska’s treatment of income earned by S Corporations and LLC’s.

 

LISTEN NOW!

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 latest in business and individual tax laws and the corresponding planning opportunities available to you for tax-saving ideas that will serve your ever-evolving needs!

 

LISTEN NOW!

HEALTHCARE | 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, we take a step back and look at the overarching financial infrastructure vital to a facility’s long-term success and stability. Reviewing each major section of healthcare finance, we discuss key policies, internal controls, contracts, and other best practices to help organize the financial compliance aspects for healthcare providers.

 

LISTEN NOW!

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, depreciation, interest limitations, and more!

 

LISTEN NOW!

HEALTHCARE | THE INTERSECTION BETWEEN FINANCIAL AND OPERATIONAL SUCCESS

Lutz partners with the Health Care Association of Nebraska (HCAN) to provide financial education to Primary Care Associations (PCA) in Nebraska, Nevada, Wyoming, Montana, South Dakota and North Dakota through Finance Peer Learning Network webinar series. Please see the recorded webinar below on “The Intersection between Financial and Operational Success”, presented by Julianne Kipple and Cathy Bojanski with Lutz. This webinar discusses how Community Health Centers (CHCs) can help achieve operational and financial success through effective strategic planning, overcoming common operational issues, and how to measure/monitor those successes through benchmarking.

 

*You will need to download Adobe Connect in order to view the webinar recording.

LISTEN NOW!

WHAT'S NEW WITH WAYFAIR? + SALES AND USE TAX UPDATE

With 7,500 different tax jurisdictions in the United States alone, it’s easy to understand why our sales & use tax laws are considered among the most complicated in the world. In this presentation, Stacy Watson and Lindsay Rouse discuss sales tax collection and reporting requirements, as well as cover the changes in 2019.

 

LISTEN NOW!

FINANCIAL

RETIREMENT INCOME AND 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 plans and increased life expectancies, retirees are now finding that the distribution phase (spending down assets in retirement) is far more complex and requires a skill-set that neither they nor their financial advisor may possess. This seminar, led by Joe Hefflinger and Nick Hall of Lutz Financial, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.

 

LISTEN NOW!

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 a prudent retirement plan, as well as discusses current hot topics in the financal industry.

 

LISTEN NOW!

FAMILY OFFICE MILLENNIAL EDUCATIONAL SERIES: FINANCIAL LITERACY BASICS

Nick Hall and Josh Jenkins of Lutz Financial cover savings plans, insurance basics, and credit & debt, along with a Q&A session.

 

LISTEN NOW!

PRUDENT INVESTMENT OPTIONS FOR COMPANY RETIREMENT PLANS

Company-sponsored 401k’s/403b’s/457’s have replaced traditional pension plans and become America’s retirement plan of choice. For many employees, their company retirement plan will represent the largest sum of money that will accumulate, meaning a significant portion of employee success or failure is dependent on the investment options and educational resources made available through the company retirement plan. In this webinar, Chris Wagner of Lutz Financial dives deep into prudent investment options for company retirement plans.

 

LISTEN NOW!

M&A

EXIT PLANNING STRATEGIES

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. The issue many are facing these days is that research indicates less than 10% of business owners have a formal exit strategy in place. Led by Bill Kenedy of Lutz M&A, this presentation will cover the questions business owners should be asking themselves and steps to help make the decision process easier.

 

LISTEN NOW!

TALENT

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. When compared to more traditional methods, this form of recruiting can reach broader audiences at a smaller cost. Promoting open positions on social media can extend the search to passive candidates while creating a buzz about what it would be like to work for the organization. This seminar, led by Alex Cassidy and Janessa Wolf of Lutz Talent, will discuss effective strategies for successful recruiting through social media.

 

LISTEN NOW!

HRM IN A CHANGING ENVIRONMENT + BENEFITS OF TEMPORARY STAFFING

On the most basic level, HR is involved in recruiting, hiring, benefits, compensation, training, employee relations, terminations – just about anything that involves employees and their work lives. In this seminar, Stephanie Hand will cover Human Resource Management in an ever-changing environment. In the second half of our seminar, Chris Bouchard of Lutz Talent, will discuss the benefits of hiring temporary staff, as well as some downfalls that can lead to a less-than-ideal experience for both parties. Chris will cover the right way and a wrong way to go about temp workers including the screening process and “to-do’s” once the temporary employee is hired.

 

LISTEN NOW!

TECH

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, there is a significant increase in investment and adoption by enterprises. Scott Kroeger leads this seminar, offering an introduction to Artificial Intelligence. The presentation provides a practical understanding of AI core concepts.

 

LISTEN NOW!

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.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

 

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850