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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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Office 365 Spotlight: OneNote

August 4, 2021
Office 365 Spotlight: OneNote

OneNote is the premium note-taking application offered by Microsoft for users looking to create different types of content. What makes it unique? OneNote allows users to pin inspirational videos, images, articles, and leave notes within a single platform to enable creative collaboration in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech cover the features and benefits of OneNote and how your business can best leverage its innovative multi-media sharing functionalities.

 

Key Takeaways:

  • Microsoft OneNote Overview
  • Benefits of Using OneNote Individually and as a Team
  • How to Get Started with OneNote

 

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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