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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
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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Reminders + Deadlines
  • Entities formed BEFORE January 1, 2024: Must file by January 1, 2025
  • Entities formed AFTER January 1, 2024: Must file within 90 days of registration
  • Non-compliance penalties: Up to $500 per day (maximum $10,000)
  • If not eligible for an exemption, filing is required for corporations, LLCs, and limited partnerships formed in or registered to do business in the U.S.
  • Reports must be submitted through FinCEN's official BOI e-filing website.
  • There is NO FILING FEE for BOI reporting.
  • Be alert to scams. FinCEN will never contact you requesting filing information.
For a detailed overview of reporting requirements, exemptions, and what constitutes beneficial ownership, read our recent blog post.
 

 
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Family Office
Do You Need a Family Office? 7 Aspects to Consider
As your wealth grows—whether through a successful business, inheritance, or years of strategic ...
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Recent News
Lutz Named Top Consulting Firm in 2025 Omaha B2B Awards
Lutz, a leading Nebraska-based business solutions firm, is proud to be recognized as the top ...
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Construction
Direct vs. Indirect Costs in the Construction Industry
A new project manager at your construction company is consistently seeing margins deteriorate ...
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Accounting
Corporate Transparency Act: BOI Reporting Update
March 24th, 2025 Update: FinCEN has significantly narrowed the scope of BOI reporting ...
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