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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 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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"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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From Trusts to Taxes: Customizing Your Estate Plan

May 14, 2025
From Trusts to Taxes: Customizing Your Estate Plan

Have you safeguarded your estate against unforeseen circumstances? A well-designed estate plan is crucial for protecting your assets and securing your legacy. Join Lutz experts Tom Hodgson and Ben Burton as they guide you through the intricacies of estate valuations, trust setups, and tax considerations to help you create a plan that reflects your wishes and minimizes potential conflicts. 

KEY TAKEAWAYS: 

  • Estate Plan Customization Options
  • Trust-Based Asset Protection
  • Techniques for Minimizing Estate Tax Liabilities
  • Action Steps for Updating Your Estate Plan 

Recent News & Insights

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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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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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