UPCOMING OMAHA + WEBINAR EVENTS
5.6.20 LUTZ LEARNING LIVE | LUTZ FINANCIAL MARKET UPDATE | WEBINAR
There are a few topic areas that often arise in meetings with Lutz Financial clients. These themes include why and how we invest the way we do, current events in geopolitics and the markets, and whether or not we believe the bull market has more room to run. In this webinar, Senior Portfolio Manager Josh Jenkins and Financial Planner Joe Carlson from Lutz Financial will provide some insights into these different topics.
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6.3.20 LUTZ LEARNING LIVE | QUICKBOOKS ONLINE SEMINAR | OMAHA
Getting up to speed on QuickBooks Online can be challenging if you’re just getting started. This software is popular because of its ease of use and accessibility. During this seminar, Susie Krause, Amanda Harpster, and Lauren Harris will offer strategies and best practice solutions for real-world examples that will help you use QuickBooks Online more efficiently and effectivelty.
*Please note, this course will be focused on QuickBooks Online versions Essential and Plus. It is not applicable for QuickBooks Desktop. We recommend you have familiarity with the software prior to attending.
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7.8.20 LUTZ LEARNING LIVE | WILL I OUTLIVE MY ASSETS? FINDING THE RETIREMENT SWEET SPOT | WEBINAR
Will you be ready to retire when the time comes? Ultimately, one’s roadmap can be viewed as an algebra equation. There are many variables to this equation, some we can control and others we cannot. It’s important to isolate the variables we can control, and incorporate the ones we can’t, to get to the right answer. In this webinar, Justin Vossen and Nick Hall of Lutz Financial will discuss if there’s a retirement “sweet spot” and how to get there.
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8.5.20 LUTZ LEARNING LIVE | AGRICULTURE TAX CUTS & JOBS ACT (199A) UPDATE | OMAHA + WEBINAR
The Tax Cuts and Jobs Act of 2017 contains numerous provisions that impact the agriculture industry. No provision has created more uncertainty and questions than IRC Section 199A – commonly known as the qualified business income (QBI) deduction. In this presentation, Curtis Thompson will cover the ins and outs of Section 199A and some of the more unclear and uncertain areas of the deduction.
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9.2.20 LUTZ LEARNING LIVE | COMPLETING AN M&A DEAL 101 | WEBINAR
When it comes to selling a company, the business owners really should ask themselves – “Why would someone acquire my company? What are they really purchasing? How much is my business worth?” In this webinar, Bob Loewens and Dani Sherrets of Lutz M&A will walk you through the M&A process, EBITDA and EBITDA Adjustments, and give you a few key M&A tips that will lead to the successful completion of an M&A deal.
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10.28.20 LUTZ LEARNING LIVE | FINANCIAL STATEMENTS 101 | OMAHA + WEBINAR
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 statements can be used to calculate the basic financial ratios and track individual and company performance. In this seminar, Taylor Kendall and Aimee Trumbull will take participants through the basics of understanding and using financial statements, and offer tips on utilizing the data to better evaluate the business financials and focus on growth.
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11.4.20 LUTZ LEARNING LIVE | WHAT IS FORM 990 & NOT-FOR-PROFIT HOT TOPICS | 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 webinar, Deyna Rouse will cover Form 990, as well as other hot topics currently seen in the Not-For-Profit industry.
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UPCOMING CENTRAL NEBRASKA + OTHER EVENTS
6.17.20 LUTZ LEARNING LIVE | QUICKBOOKS DESKTOP SEMINAR | HASTINGS
Getting up to speed on QuickBooks Desktop can be challenging if you’re just getting started. This software is popular because of its ease of use, but it’s also one of the most comprehensive accounting software packages on the market. In this “case-study” focused workshop, Susie Krause, Amanda Harpster, and Lauren Harris will offer strategic and best practice solutions for real-world examples that will help you use QuickBooks Desktop more efficiently and effectively.
*Please note, this course will be focused on QuickBooks Desktop versions 2018 and later. It is not applicable for QuickBooks Online. We recommend you have familiarity with the software prior to attending.
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6.17.20 LUTZ LEARNING LIVE | QUICKBOOKS DESKTOP SEMINAR | GRAND ISLAND
Getting up to speed on QuickBooks Desktop can be challenging if you’re just getting started. This software is popular because of its ease of use, but it is also one of the most comprehensive accounting software packages on the market. In this “case study” focused workshop, Susie Krause, Amanda Harpster, and Lauren Harris will offer strategies and best practice solutions for real-world examples that will help you use QuickBooks Desktop more efficiently and effectively.
*Please note: this course will be focused on QuickBooks Desktop versions 2018 and later. It is not applicable for QuickBooks Online. We recommend you have familiarity with the software prior to attending.
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8.12.20 LUTZ LEARNING LIVE | AGRICULTURE TAX CUTS & JOBS ACT (199A) UPDATE | GRAND ISLAND
The Tax Cuts and Jobs Act of 2017 contains numerous provisions that impact the agriculture industry. No provision has created more uncertainty and questions than IRC Section 199A – commonly known as the qualified business income (QBI) deduction. In this presentation, Curtis Thompson and Jen Schardt will cover Section 199A and some of the more unclear and uncertain areas of the deduction.
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8.12.20 LUTZ LEARNING LIVE | AGRICULTURE TAX CUTS & JOBS ACT (199A) UPDATE | HASTINGS
The Tax Cuts and Jobs Act of 2017 contains numerous provisions that impact the agriculture industry. No provision has created more uncertainty and questions than IRC Section 199A – commonly known as the qualified business income (QBI) deduction. In this presentation, Tax Director Curtis Thompson and Staff Accountant Jen Schardt will cover Section 199A and some of the more unclear and uncertain areas of the deduction.
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11.10.20 LUTZ LEARNING LIVE | YEAR-END TAX UPDATE & STRATEGIES | HASTINGS
Though there aren’t many days left in 2020, you still have time for a quick review of your financial situation. In this presentation, Lutz Tax Shareholder Jeremy Evans and Lutz Tax Director Curtis Thompson will cover current tax law updates, as well as general year-end planning ideas.
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12.9.20 LUTZ LEARNING LIVE | YEAR-END TAX UPDATE & STRATEGIES | LINCOLN
Though there aren’t many days left in 2020, you still have time for a quick review of your financial situation. Join us for a seminar, led by Tax Manager Jonathan Patent, 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
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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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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.
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YEAR-END TAX PLANNING STRATEGIES & UPDATES
Though there aren’t many days left in 2019, you still have time for a quick review of your financial situation. This seminar, led by Adam Austin, Steve Nebbia, and Justin Korth, covers current tax law updates as well as general year-end planning ideas.
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HEALTHCARE | EXTERNAL FINANCIAL STATEMENT AUDIT + MEDICARE COST REPORT BEST PRACTICES
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. In this presentation, Julianne Kipple and Chase Dudzinski discuss how 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.
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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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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
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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.
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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.
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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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WHAT YOU NEED TO KNOW ABOUT FORMING AN ESOP
Business owners sometimes overlook the option of selling their company to an Employee Stock Ownership Plan (ESOP). Although this option may not be right for all businesses, it can be a very attractive and flexible alternative for the right type and size of business. In this presentation, Bill Kenedy of Lutz M&A outlines the best type of candidate for ESOPs and covers the key benefits.
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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
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SMALL BUSINESS STAFF PLANNING TIPS & TRICKS
Business owners within every industry are facing the challenge of maintaining an efficient staff. Some difficult scenarios can come from not having a staffing approach – such as overstaffing or overworking the few good employees you do have. In this webinar, Steve Guenther and Katy Doyle of Lutz Talent cover strategies when it comes to staffing your small business.
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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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MICROSOFT OFFICE 365 + OPTIMIZING BUSINESS PROCESSES
When owning a business, there are many things to master in a small window of time. From figuring out your finances to managing your employees, juggling everything can be a difficult task to accomplish. When you conclude that you need a better way of doing things, you should first consider the applications and programs you are utilizing. In this webinar, Gary Newton and Matt Longenecker of Lutz Tech will introduce you to Microsoft Office 365 – a program that can handle many different business processes for you.
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