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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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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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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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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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What's New in Microsoft 365: AI Tools & Productivity Features

August 12, 2026
What's New in Microsoft 365: AI Tools & Productivity Features

Are you getting the most out of your Microsoft tools? With continuous updates and new AI features rolling out, it’s easy to miss the enhancements that matter. In this webinar, Lutz Tech experts Ryan Wade and German Agraz will highlight the latest innovations in Microsoft 365, including new Copilot enhancements in Outlook, Word, Excel, and Teams, and how to harness them to boost productivity, collaboration, and security. You’ll also get insights into optimizing your licensing and deployment strategies to match your business needs. 

KEY TAKEAWAYS: 

  • Recent Features & Enhancements in Microsoft 365 
  • Strategies to Strengthen Security & Compliance with Built-In Microsoft Tools 
  • Optimizing Licensing & Deployment to Maximize Value 

Recent News & Insights

  • Webinar
Designing a Better Employee Experience from Onboarding to Offboarding
September 9, 2026 | 11:30 AM - 12:30 PM | Webinar Employee experience is more than a buzzword, it is the thread that connects recruitment, ...
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  • Webinar
NE Sales & Use Tax Update
October 14, 2026 | 11:30 AM - 12:30 PM | Webinar Are you confident your business is keeping up with Nebraska’s latest sales and use tax ...
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  • Webinar
Executive-Level Strategies for Strong Cybersecurity
November 11, 2026 | 11:30 AM - 12:30 PM | Webinar What would happen if your organization experienced a major cyber breach tomorrow? The ...
Read More
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