INSIGHTS

UPCOMING OMAHA EVENTS

5.2.2018 | LLL: Retirement Plan Optimization

MAY 2ND | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

Over the years, defined contribution plan sponsors have put forth tremendous energy and resources to advance participants’ retirement readiness. Despite this concerted effort, reports continue to describe how the vast majority of plan participants remain unprepared for retirement. Please join us for a discussion led by Chris Wagner on strategies sponsors can take to optimize their plan designs.

 

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6.6.2018 | LLL: Quickbooks Techniques Every User Should Know

JUNE 6TH | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

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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6.13.2018 | LLL Financial: Factor Investing

JUNE 13TH | 4:00 PM – 5:00 PM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

The so-called experts from Wall Street make a lot of predictions and promises that often fail to ever materialize or deliver. This seminar, led by Jim Boulay and Nick Hall, will introduce factor investing and show individuals how to use relative risk factors to stack the deck in your favor by minimizing taxes and fees to keep more of your investment returns in your pocket.

 

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7.11.2018 | LLL: Social Media Strategies for Recruiting

JULY 11TH | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

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 Josh Boesch and Alex Cassidy, will discuss effective strategies for successful recruiting through social media.

 

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8.1.2018 | LLL: Exit Planning for Baby Boomer Business Owners

AUGUST 1ST | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

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, this presentation will cover the questions business owners should be asking themselves and steps to helps make the decision process easier.

 

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8.8.2018 | LLL Financial: Estate & Contingency Planning

AUGUST 8TH | 4:00 PM – 5:00 PM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

For business owners, their company ownership often makes up a large portion of their overall personal balance sheet. However, business owners are often so busy working on day-to-day operations that this planning doesn’t get the attention it deserves. This seminar, led by Justin Vossen and Joe Hefflinger, will highlight the key estate and contingency planning issues that all business owners need to address as well as specific strategies to consider.

 

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9.5.2018 | LLL: Sales Tax Update

SEPTEMBER 5TH | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

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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10.3.2018 | LLL: Financial Statements in the Construction Industry

OCTOBER 3RD | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

Please join us for a presentation led by Ryan Cook and Shawn Wederquist on the basics of Construction Financial Statements. This presentation will focus on the understanding of financial statements and what key financial indicators to watch for as it relates to banking and bonding.

 

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11.7.2018 | LLL: State Income Tax for Businesses and Individuals

NOVEMBER 7TH | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

Attendees will learn about state income tax issues relevant to Nebraska based businesses and their owners. This presentation, led by Russ Smith, will include a discussion of business income tax topics such as nexus, apportionment, composite filings, and nonresident withholding. Individual income tax topics will include resident vs nonresident filings, the Nebraska Capital Gains Exclusion, and Nebraska’s treatment of income earned by S Corporations and LLC’s.

 

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11.14.2018 | LLL Financial: Retirement Income & Distribution Planning

NOVEMBER 14TH | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

Most investment and financial advice has traditionally been focused on the accumulation phase but with the elimination of traditional pension plans and increased life expectancies, retirees are now finding that the distribution phase 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, will highlight the key components of a successful retirement income and distribution plan as well as specific strategies to consider.

 

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12.5.2018 | LLL: Tax Planning + Updates

DECEMBER 5TH | 7:30 AM – 8:30 AM

LUTZ | 13616 CALIFORNIA STREET, SUITE 300 | OMAHA, NE 68154

Please join us for a seminar led by John Kampfe, Joe Donovan and Dan Shepherd that will cover 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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UPCOMING LINCOLN EVENTS

5.9.2018 | Lutz Learning Live Lincoln + M&A

MAY 9TH | 11:30 AM – 1:00 PM

LAZLO’S | 210 N 7TH STREET | LINCOLN, NE 68508
  • 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
  • 12:00 – 12:30 PM | M&A BASICS AND REGIONAL MARKET UPDATE
  • 12:30 – 1:00 PM | EXIT PLANNING FOR BABY BOOMER BUSINESS OWNERS

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9.13.2018 | Lutz Learning Live Lincoln + TECH

SEPTEMBER 13TH | 11:30 AM – 1:00 PM

LAZLO’S | 210 N 7TH STREET | LINCOLN, NE 68508
  • 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
  • 12:00 – 12:30 PM | CYBER SECURITY BEST PRACTICES FOR YOUR BUSINESS
  • 12:30 – 1:00 PM | ADOPTING SOFTWARE: TIPS TO BETTER REALIZE A RETURN OF INVESTMENT FROM THE SOFTWARE THAT RUNS YOUR BUSINESS

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12.13.2018 | Lutz Learning Live Lincoln + ACCOUNTING

DECEMBER 13TH | 11:30 AM – 1:00 PM

LAZLO’S | 210 N 7TH STREET | LINCOLN, NE 68508
  • 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
  • 12:00 – 12:30 PM | SALES TAX UPDATE
  • 12:30 – 1:00 PM | TAX PLANNING & UPDATES

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UPCOMING CENTRAL NEBRASKA EVENTS

5.16.2018 | LLL Grand Island + M&A

MAY 16TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801
  • 3:00 – 3:15 PM | REGISTRATION
  • 3:15 – 3:45 PM | M&A BASICS AND REGIONAL MARKET UPDATE
  • 3:45 – 4:00 PM | BREAK
  • 4:00 – 4:30 PM | EXIT PLANNING FOR BABY BOOMER BUSINESS OWNERS
  • 4:30 – 5:30 PM | NETWORKING + HAPPY HOUR 

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5.24.2018 | LLL Hastings + M&A

MAY 24TH | 3:00 PM – 5:30 PM

LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901
  • 3:00 – 3:15 PM | REGISTRATION
  • 3:15 – 3:45 PM | M&A BASICS AND REGIONAL MARKET UPDATE
  • 3:45 – 4:00 PM | BREAK
  • 4:00 – 4:30 PM | EXIT PLANNING FOR BABY BOOMER BUSINESS OWNERS
  • 4:30 – 5:30 PM | NETWORKING + HAPPY HOUR 

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9.27.2018 | LLL Hastings + TECH

SEPTEMBER 27TH | 11:30 AM – 1:00 PM

LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901
  • 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
  • 12:00 – 12:30 PM | CYBER SECURITY BEST PRACTICES FOR YOUR BUSINESS
  • 12:30 – 1:00 PM | ADOPTING SOFTWARE: TIPS TO BETTER REALIZE A RETURN OF INVESTMENT FROM THE SOFTWARE THAT RUNS YOUR BUSINESS

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9.27.2018 | LLL Grand Island + TECH

SEPTEMBER 27TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801
  • 3:00 – 3:15 PM | REGISTRATION
  • 3:15 – 3:45 PM | CYBER SECURITY BEST PRACTICES FOR YOUR BUSINESS
  • 3:45 – 4:00 PM | BREAK
  • 4:00 – 4:30 PM | ADOPTING SOFTWARE: TIPS TO BETTER REALIZE A RETURN OF INVESTMENT FROM THE SOFTWARE THAT RUNS YOUR BUSINESS
  • 4:30 – 5:30 PM | NETWORKING + HAPPY HOUR 

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10.24.2018 | LLL Central Nebraska + ACCOUNTING

OCTOBER 24TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801
  • 3:00 – 3:15 PM | REGISTRATION
  • 3:15 – 3:45 PM | REVENUE RECOGNITION STANDARDS UPDATE
  • 3:45 – 4:15 PM | IMPLEMENTING THE NEW STANDARDS OF LEASE ACCOUNTING
  • 4:15 – 4:45 PM | NOT-FOR-PROFIT UPDATE
  • 4:45 – 5:30 PM | NETWORKING + HAPPY HOUR 

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12.4.2018 | LLL Hastings + TAX

DECEMBER 4TH | 11:30 AM – 1:00 PM

LOCHLAND COUNTRY CLUB | 601 W LOCHLAND RD | HASTINGS, NE 68901
  • 11:30 – 12:00 PM | REGISTRATION + NETWORKING + LUNCH
  • 12:00 – 12:30 PM | SALES TAX UPDATE + STATE INCOME TAX
  • 12:30 – 1:00 PM | TAX PLANNING + UPDATES

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12.4.2018 | LLL Grand Island + TAX

DECEMBER 4TH | 3:00 PM – 5:30 PM

RIVERSIDE GOLF CLUB | 2820 RIVERSIDE DRIVE | GRAND ISLAND, NE 68801
  • 3:00 – 3:15 PM | REGISTRATION
  • 3:15 – 4:00 PM | SALES TAX UPDATE + STATE INCOME TAX
  • 4:00 – 4:30 PM | TAX PLANNING + UPDATES
  • 4:30 – 5:30 PM | NETWORKING + HAPPY HOUR 

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PAST EVENTS

Tax Cuts and Jobs Act + Tax Reform Overview Seminar

Please join us for a seminar that will cover various topics of the recently enacted Tax Cuts and Jobs Act. This informative course will discuss many of the newly enacted provisions signed into law on December 22, 2017…

Lutz Learning Live: M&A Basics & Regional Market Update

What does EBITDA mean and how does it impact my Company’s value? What are common EBITDA adjustments? What is Lutz observing in the lower-middle market? Join us for a presentation led by Dani Berzoi and Bob Loewens with insights from recent sales transactions and an overview of the regional lower-middle market…

Lutz Learning Live: How to Build a Successful Internship Program

Please join us for a discussion focused on building a successful internship program that results in recruiting and retaining top talent. This discussion will focus on strategies and best practices when it comes to establishing and maintaining a solid and engaging internship program.

Webinar + Preparing & Reviewing Medicare Cost Reports

As hospitals prepare and review their Medicare cost report, there are some helpful tips and insights to keep in mind. Please join us for a free webinar from 12-1 on Wednesday June 28th as we cover some of these cost report preparation and review topics.

Webinar + Supporting Effective Financial Management

Hospitals today are increasingly pressured from all angles to provide accurate and reliable information faster and more efficiently. Hospital leaders require fast, accurate information to support smart, informed business decisions.

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

GRAND ISLAND 

2722 S Locust Street

Grand Island, NE 68801

P: 308.382.7850

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