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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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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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AI + Microsoft Copilot Overview

January 10, 2024
AI + Microsoft Copilot Overview

Discover the power of Microsoft Copilot and other popular AI tools. Gain insights into the different options and learn what to expect with the new technology. Join Lutz experts Tony DeSantis and Ryan Wade as they provide an overview of AI applications, including Copilot, and how they can help elevate your workflow, increase productivity, and foster collaboration within your team.

KEY TAKEAWAYS:

  • How AI Can Help Small-Midsized Businesses
  • Introduction to Copilot & Explanation of Versions
  • Preparing Your Organization for AI


 

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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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