UPCOMING OMAHA + WEBINAR EVENTS

8.20.19 FAMILY OFFICE MILLENNIAL EDUCATIONAL SERIES: FINANCIAL LITERACY BASICS | OMAHA + WEBINAR

Join us for the first session of our Family Office Millennial Educational Series – Financial Literacy Basics: The Beginner’s Guide

Nick Hall and Josh Jenkins of Lutz Financial will cover savings plans, insurance basics, and credit & debt, along with a Q&A session. Offered live at Lutz or via webinar – choose your preference when checking out.

 

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8.21.19 FINANCIAL | PRUDENT INVESTMENT OPTIONS FOR COMPANY RETIREMENT PLANS | WEBINAR only

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 will dive deep into prudent investment options for company retirement plans.

 

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8.27.19 HEALTHCARE | PHYSICIAN COMPENSATION + ADDING VALUE TO THE MIX | WEBINAR

The key to an effective physician compensation strategy is understanding the compensation structure – as well as the impact it has on your organization. In this 1-hour webinar, Adam Austin from Lutz, will instruct you on how to examine physician compensation issues and trends within the industry and will highlight how value-based reimbursement is (and will) affect physician compensation making sure you properly use all available resources as you consider changes to your physician compensation plans.

 

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10.2.19 WORKSHOP: FINANCIAL STATEMENTS 101 | OMAHA

Your balance sheet details your assets, liabilities, and owners’ equity, as well as provides a snapshot of your financial status. Data pulled from your financial statement can be used to calculate the basic financial ratios and track individual or company performance. In this interactive workshop, Taylor Pugh and Aimee Trumbull will take participants through the basics of understanding and using a business financial statement, teach you how to read a balance sheet, and offer tips on utilizing the data to better evaluate your business financials and focus on growth.

 

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11.20.19 WHAT'S NEW WITH WAYFAIR? + SALES AND USE TAX UPDATE | WEBINAR ONLY

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 will discuss sales tax collection and reporting requirements, as well as cover the changes in 2019.

 

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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.

 

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UPCOMING CENTRAL NEBRASKA EVENTS

9.11.19 INCREASE THE VALUE OF YOUR BUSINESS + ESTATE PLANNING STRATEGIES | HASTINGS

It is important to understand that the value of your business today, is only relevant to the extent that it serves as a starting point of your transition plan. Today’s value may bear little resemblance to the value of the business when you are ready to enter into a sale transaction. In this seminar, Ryan Cook and Ashley Englund will discuss multiple long and short term strategies to help prepare your business for success and a potential greater value.  

Most people know the importance of the basic estate planning elements, and may even have some or all of them implemented. But like everything in life, change happens, and updates will be necessary to some, if not all, of these documents. In the second half of the seminar, Tyler Bartruff will discuss the most common mistakes found in estate planning.

 

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9.11.19 INCREASE THE VALUE OF YOUR BUSINESS + ESTATE PLANNING STRATEGIES | GRAND ISLAND

It is important to understand that the value of your business today, is only relevant to the extent that it serves as a starting point of your transition plan. Today’s value may bear little resemblance to the value of the business when you are ready to enter into a sale transaction. In this seminar, Ryan Cook and Ashley Englund will discuss multiple long and short term strategies to help prepare your business for success and a potential greater value.  

Most people know the importance of the basic estate planning elements, and may even have some or all of them implemented. But like everything in life, change happens, and updates will be necessary to some, if not all, of these documents. In the second half of the seminar, Tyler Bartruff will discuss the most common mistakes found in estate planning.

 

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11.6.19 WORKSHOP: FINANCIAL STATEMENTS 101 | HASTINGS

Your balance sheet details your assets, liabilities, and owners’ equity, as well as provides a snapshot of your financial status. Data pulled from your financial statement can be used to calculate the basic financial ratios and track individual or company performance. In this interactive workshop, Taylor Pugh and Aimee Trumbull will take participants through the basics of understanding and using a business financial statement, teach you how to read a balance sheet, and offer tips on utilizing the data to better evaluate your business financials and focus on growth.

 

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11.6.19 WORKSHOP: FINANCIAL STATEMENTS 101 | GRAND ISLAND

Your balance sheet details your assets, liabilities, and owners’ equity, as well as provides a snapshot of your financial status. Data pulled from your financial statement can be used to calculate the basic financial ratios and track individual or company performance. In this interactive workshop, Taylor Pugh and Aimee Trumbull will take participants through the basics of understanding and using a business financial statement, teach you how to read a balance sheet, and offer tips on utilizing the data to better evaluate your business financials and focus on growth.

 

LEARN MORE!

12.4.19 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.

 

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12.4.19 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, Shane Stava, and Jenna Grenier that will cover current tax law updates as well as general year-end planning ideas.

 

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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!

 

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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!

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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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!

 

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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.

 

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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!

 

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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.

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FINANCIAL

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.

 

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FINANCIAL | 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.

 

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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.

 

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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.

 

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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.

 

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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.

 

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OMAHA

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Omaha, NE 68154

P: 402.496.8800

HASTINGS

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Hastings, NE 68901

P: 402.462.4154

LINCOLN 

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Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

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Grand Island, NE 68803

P: 308.382.7850