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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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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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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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Preparing Your Practice for Provider Relief Fund Reporting

February 2, 2022
Preparing Your Practice for Provider Relief Fund Reporting

The Provider Relief Fund Reporting Portal will open for Reporting Period 2 on January 1, 2022, and close March 31, 2022. Providers must meet this deadline if they received more than $10,000 from the Provider Relief Fund (PRF) between July 1, 2020, to December 31, 2020. In this webinar, Lutz Experts Lauren Duren and Katie Blycker will help recipients of PRF payments learn how to navigate the PRF reporting process successfully.

 

Key Takeaways:

  • Overview of Provider Relief Fund Reporting Portal and Navigation
  • Reporting Requirements & Other PRF Guidance
  • Best Practices for Strategic Execution of PRF Reporting

Recent News & Insights

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Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs
August 13, 2025 | 11:30 AM - 12:30 PM | Webinar Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris ...
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Selling Your Business | Common EBITDA Adjustments and Potential Valuation Impacts
September 10, 2025 | 11:30 AM - 12:30 PM | Webinar Thinking of eventually selling your business? When looking at a business, buyers don't ...
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Year-End Financial Planning & Market Outlook
October 8, 2025 | 11:30 AM - 12:30 PM | Webinar As the year draws to a close, are you positioned for financial success in 2025? Join Lutz ...
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