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Financial Access Checklist
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Financial Access Checklist

Share this information with your spouse to assure you each have access to manage important financial tasks independently.

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The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
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Comparing Business Valuation Methods
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Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
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Selling a C Corporation
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Factors to Consider When Selling a C Corporation

Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions

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Post-Acquisition Checklist for a Seamless Transition
To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes. 
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Overcoming Bias in Recruitment
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Unconscious Bias in Recruitment: How to Overcome It
Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.
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When to outsource your IT
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How to Know When It's Time to Partner with an IT Pro

One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.

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Disaster Readiness & Business Continuity Plans

January 11, 2023
Disaster Readiness & Business Continuity Plans

Disaster can strike at any time, disrupting business operations and sometimes causing loss of revenue. Luckily, there are ways to prepare for these events to lessen any negative impacts. In this webinar, Lutz experts will help you understand what a business continuity technology plan is, and why it’s important to have one, as well as share tips to help companies get started or update a current plan.

Key Takeaways:

  • Overview of Business Continuity Plan
  • Steps to Getting Started
  • Tips for Backing Up Your Data

 

Recent News & Insights

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May 14, 2025 | 11:30 AM - 12:30 PM | Webinar Have you safeguarded your estate against unforeseen circumstances? A well-designed estate plan ...
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June 11, 2025 | 11:30 AM - 12:30 PM | Webinar What would happen if your company's data fell into the wrong hands? As businesses ...
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Transforming Back-Office Accounting with Automation & Analytics
July 16, 2025 | 11:30 AM - 12:30 PM | Webinar Automation and analytics are revolutionizing back-office accounting, offering unprecedented ...
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