Our team continually reevaluates tax strategies to ensure they are beneficial to you. Wipfli's Tax associates have in-depth knowledge of the financial institutions industry and can provide tax planning, compliance, and audit assistance on industry-specific issues, as well as issues that are not unique to financial institutions.
Maria Bruggink has 20 years of tax experience, teaching her to be innovative so her clients pay the least amount of taxes possible.
FinCEN Mandatory Filing General Business - 05/08/12
Wipfli and Eide Bailly announce plans to merge General Business - 01/06/12
January Credit Union Newsletter General Business - 01/01/12
January Banking Newsletter General Business - 01/01/12
Wipfli Alerts & Updates: Last Minute Strategies to Reduce, Delay, or Eliminate Taxes General Business - 12/07/11
Wipfli Alerts & Updates: Wisconsin changes adult child health care insurance benefit General Business - 11/10/11
Wipfli named one of the Top Five Fastest-Growing Firms in the nation General Business - 10/07/11
Wipfli Alerts & Updates: Wealth Transfer Opportunities May End Soon General Business - 09/07/11
September Credit Union Newsletter General Business - 09/01/11
September Banking Newsletter General Business - 09/01/11
Wipfli LLP’s Kevin Graff receives CRC designation General Business - 08/01/11
Wipfli associate earns certified compliance officer designation General Business - 07/26/11
July Credit Union Newsletter General Business - 07/01/11
July Banking Newsletter General Business - 07/01/11
Wipfli associate Erika Brink receives MBA General Business - 06/21/11
Troubled Debt Restructurings General Business - 05/05/11
May Credit Union Newsletter General Business - 05/01/11
May Community Banking Newsletter General Business - 05/01/11
Wipfli Alerts & Updates: Now May be the Time to Buy a New SUV for Business General Business - 03/31/11
March Banking Newsletter General Business - 03/01/11
UPDATED!! Tax Alert – Wisconsin Requiring EFT for Individual Estimated Tax Payments - 2011 General Business - 01/28/11
January Credit Union Newsletter General Business - 01/01/11
January Banking Newsletter General Business - 01/01/11
Small Business Health Care Credit May Benefit Tax-Exempt Employers General Business - 11/02/10
Illinois-based Lindgren Callihan Van Osdol & Co., Ltd (LCV) joins Wipfli LLP General Business - 10/06/10
September Financial Institutions Newsletter General Business - 09/01/10
BSA/AML/CIP/OFAC Workshop - Rockford, IL - Session full General Business - 05/15/12
BSA/AML/CIP/OFAC Workshop - Moline, IL - Session full General Business - 05/22/12
Culture of Accountability: How Do We Get One? How Do We Drive Performance? - Recorded Webinar General Business - 05/03/12
Transition Planning: Early Preparation Key to Available Options and Value General Business - 05/01/12
Real Estate Valuation: Beyond the Basics - Recorded Webinar General Business - 03/08/12
Seven Credit Union Issues to Address in 2012 General Business - 03/01/12
Top 10 Regulatory Hot Topics General Business - 03/01/12
Seven Community Banking Issues to Address in 2012 General Business - 03/01/12
Sensing a Change and Managing Interest Rate Risk General Business - 03/01/12
RESPA and Obtaining Intent to Proceed General Business - 03/01/12
Incident-Response Missteps and How to Avoid Them for Digital Forensics Success General Business - 03/01/12
Concentrations of Credit: A Topical View According to the OCC General Business - 03/01/12
Bank Buy-Sell Agreements: What is Your Plan? General Business - 03/01/12
Using Group Policies to Secure Your Microsoft Network - Recorded Webinar General Business - 01/11/12
The Business Side of SCRA General Business - 01/01/12
Reporting Requirements for Corporate Stock Redemption General Business - 01/01/12
Other Real Estate Questions and Answers General Business - 01/01/12
Financial Institution Fraud Goes Small in a Big Way General Business - 01/01/12
Due Diligence for Technology Outsourced Solutions General Business - 01/01/12
Don’t Be a Scrooge on Internal Controls General Business - 01/01/12
Culture of Accountability: How do we get one? How do we drive performance? General Business - 01/01/12
Accounting and Tax Update for Credit Unions -Recorded Webinar General Business - 11/17/11
Accounting and Tax Update for Banks -Recorded Webinar General Business - 11/17/11
Tax Planning in an Uncertain Environment General Business - 11/01/11
Social Media: Does It Scare You? - Recorded Webinar General Business - 09/07/11
Garnishment of Accounts Containing Federal Benefit Payments General Business - 09/01/11
Are Fringe Benefits Taxable? General Business - 09/01/11
Troubled Debt Restructuring: More Complications...or a Silver (Tax) Lining? General Business - 07/01/11
Troubled Debt Restructurings General Business - 05/02/11
Maximizing Owners' Retirement Plan Benefits General Business - 05/01/11
Don't Look Now But Here Come the States General Business - 05/01/11
What Is Your Bank Really Worth? - Recorded Webinar General Business - 03/09/11
Sourcing Strategies: Getting the Most From Your Staffing Budget General Business - 02/01/11
In-sourcing, Co-sourcing, and Outsourcing Strategies to Optimize Your Financial Institution - A Recorded Webinar General Business - 01/12/11
New Security Cost Basis Reporting General Business - 01/01/11
Consent Orders - A Real Learning Opportunity for All Institutions General Business - 01/01/11
Cancellation of Debt and Form 1099-C Reporting Requirements General Business - 01/01/11
Help Your Commercial Customers Help You by Helping Themselves - Recorded Past Webinar General Business - 12/01/10
Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) General Business - 10/27/10
Preparing for Your Next Exam General Business - 10/27/10
New Rules for FHA Lenders General Business - 10/27/10
Corporate Governance – Setting the Tone General Business - 10/27/10
Changing Environment = Changing Tax Planning Strategies General Business - 10/27/10
Chief Credit Officer Meeting - Recorded past meeting held on September 13, 2010 General Business - 09/28/10
Troubled Debt Restructuring General Business - 09/01/10
Tax Planning for Acquisition-Related Expenses General Business - 09/01/10
Beyond ALLL doubt: Methodology and policy development in uncertain times General Business - 09/01/10
Employee Stock Ownership Plans in Today’s Banking World - Recorded Past Webinar General Business - 08/19/10
The Regulation E Overdraft Deadline Approaches… General Business - 07/01/10
Health Savings Accounts – Not Just for Customers General Business - 07/01/10
Managing Operating Expense - Recorded Past Webinar for Credit Unions General Business - 06/22/10
Loan Review: The Best Time for Best Practices is Now - Recorded Past Webinar General Business - 06/22/10
Strategic Planning - Survive and Thrive in 2009! - A recorded past webinar Strategic Planning - Survive and Thrive in 2009! - Recorded Past Webinar General Business - 06/15/10
FDIC Failed Bank Acquisitions Recorded Webinar General Business - 06/14/10
“We’ve Been Robbed!” Six Risk Management Measures for Protecting Your Most Valuable Assets General Business - 06/02/10
Unrelated Business Income Tax Update Tax Services - 03/31/10
With an understanding of the institution’s objectives, culture, and values and a keen knowledge of the industry, Wipfli provided a realistic evaluation of key strategic business opportunities and was able to offer solutions that fit their institution.