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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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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
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Preparing & Reviewing Medicare Cost Reports

November 9, 2022
Preparing & Reviewing Medicare Cost Reports

As Critical Access Hospitals (CAHs) prepare and review their annual Medicare cost report, we have some helpful tips and insights to keep in mind. In this webinar, Lutz experts Kirk Delperdang and Julianne Kipple will discuss preparing interim cost reports, how to use the cost report for certain financial analyses and projections and using the cost report as a tool to support operational decisions.

Key Takeaways:

  • Tips to Prepare/Review Cost Reports
  • Steps to Analyze and Drive Insights
  • Strategies to Support Operations

 

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