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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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Advanced Estate Planning + Strategic Opportunities

June 12, 2024
Advanced Estate Planning + Strategic Opportunities

Having an estate plan is of utmost importance, especially with the upcoming exemption sunset in 2026. By anticipating these changes, you can capitalize on current opportunities. Join Lutz experts Tom Hodgson, Ben Burton, and Ryan McGregor as they discuss the necessary documents, tax considerations, and gifting strategies to protect and preserve your assets. 

KEY TAKEAWAYS: 

  • Overview of Estate Planning Documents 
  • Overview of the Federal Lifetime Gift and Estate Exemption
  • Strategies to Minimize Estate Taxes

 

IMPORTANT DISCLOSURE INFORMATION

Recent News & Insights

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From Trusts to Taxes: Customizing Your Estate Plan
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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Cybersecurity in a Hyper-Connected World
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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