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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
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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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"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."
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  • On-Demand Recording

Financial Management & Privacy Best Practices

August 9, 2023
Financial Management & Privacy Best Practices

Reviewing your financial assets, day-to-day activity, and security practices should be done continually, especially with constant technological advancements. In this webinar, Lutz experts Erin Baas, Lauren Harris, and Cayla Kurtenbach will cover financial best practices and tips to protect your personal information.

Key Takeaways:

  • Financial Basics – Bill Pay, Account Management, Investment Tracking
  • Privacy and Information Safety Tips
  • Technology Considerations

 

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Workplace Accountability + Evolving Culture
In a world where employees are reassessing their priorities, how can your company culture become your secret weapon for recruitment and ...
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Ensure your company's continuity with a smooth leadership transfer through an Employee Stock Ownership Plan (ESOP). Aimee Werner and Kelly ...
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Modernizing Healthcare: Smart Technology Solutions
Is your practice looking for ways to streamline daily operations? Are there areas of patient or staff experience you want to improve? ...
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