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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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Best Practices for Creating & Adopting a Remote Work Policy

July 28, 2021
Best Practices for Creating & Adopting a Remote Work Policy

Many businesses were forced to adapt to working remotely during the COVID-19 pandemic. As the crisis begins to slow, organizations have seen benefits of remote work and many are considering permanently adopting these practices. In this presentation, Stephanie Hand and Chris Bouchard offer tips and considerations for businesses looking to adopt or enhance their remote work policies to ensure employees, employers, and the organization continue to operate effectively going forward.

 

Key Takeaways:

  • Considerations for adopting an Effective Remote Work Policy
  • Tools for Efficient Off-Site Communication
  • Tips to Keep Employees Engaged and Focused at Home

 

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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