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Estate Planning Guide
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Estate Planning Guide

Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.

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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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Employee Stock Ownership Plan
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Employee Stock Ownership Plan Benefits & Best Practices

Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.

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Red Flags & Deal Accelerators in Financial Due Diligence
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Red Flags & Deal Accelerators in Financial Due Diligence
When it comes to buying or selling a business, financial due diligence can uncover both warning signs and opportunities that significantly impact value.
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HR Solutions That Elevate the Employee Experience
For growing businesses, the phrase “employee experience” often gets reduced to surface-level perks, but the true meaning goes much deeper.
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Microsoft Copilot Explained
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Microsoft 365 Series: Copilot Explained - Your New AI Assistant

For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.

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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

Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs

August 13, 2025
Optimizing Business Retirement Plans: Benchmarking 401(k)s & Exploring PEPs

Looking to maximize your company's retirement benefits? Join Lutz Financial experts Chris Wagner and Austin Wells as they demonstrate how to evaluate and benchmark retirement plan providers and services. Learn how pooled employer plans (PEPs) can reduce your administrative burden and costs while maintaining high-quality benefits for your employees.

KEY TAKEAWAYS:

  • Understanding 401(k) Plan Benchmarking 
  • Evaluating PEPs vs Traditional 401(k) Plans
  • Cost-Effective Strategies for Plan Administration
  • Steps to Implement Changes & Communicate Effectively with Employees

 

Recent News & Insights

  • On-Demand Recording
Nonprofit Tax Compliance: Recent Changes & Form 990
Navigating the complexities of nonprofit tax compliance can be challenging, even for tax-exempt organizations. While most nonprofits don't ...
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  • On-Demand Recording
Tax Update for Nonprofits + Form 990 Overview
How do tax-exempt nonprofits navigate federal taxes? While they typically don't pay tax, they're required to file Form 990, an ...
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  • Webinar
Driving Nonprofit Growth Through Effective Board Strategy
November 18, 2026 | 11:30 AM - 12:30 PM | Webinar Nonprofit boards play a pivotal role in guiding growth, but the path forward is rarely ...
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