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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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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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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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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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Office 365 Spotlight + Microsoft Power Platform

April 14, 2021
Office 365 Spotlight + Microsoft Power Platform

Microsoft’s Power Platform highlights some of its most robust tools including PowerBI, PowerApps, Power Automate and Power Virtual Agents, which allow organizations to more effectively build apps, analyze data, seamlessly automate processes and create virtual agents to move the needle forward and increase your bottom line. In this presentation, Data Analytics Manager, Tony DeSantis, will take a deeper dive into the platform’s impressive products and provide tips on how to best utilize its features in your business.

Key Takeaways:

  • Microsoft Power Platform Overview
  • Benefits of Using Microsoft Power Platform
  • How to Get Started with Microsoft Power Platform

 

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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