Wipfli News

Lynn Riddle, a Senior Internal Auditor in Wipfli’s St. Paul office was recently awarded the designation of Certified Financial Services Auditor (CFSA) by The Institute of Internal Auditors (IIA). 

Wipfli recently announced that the firm has reached an agreement to provide accounting, tax and consulting services to clients of American Capital LLC (AmCap). The Chicago-based firm specializes in providing tax and succession planning services to high-net worth individuals and their businesses.

Wipfli Milwaukee is again proud to be the presenting sponsor of Insight 2010, a live edition of the Charlie Sykes show featuring an all-star panel for an in-depth conversation on jobs, health care, the economy and your future.

Sara McGinnis, a manager in Wipfli’s Milwaukee office, was recently awarded the designation of Certified Anti-Money Laundering Specialist (CAMS) by The Association of Certified Anti-Money Laundering Specialists^® (ACAMS^®). 

Courey and other area CPAs and financial examiners were interviewed by BizTimes about preventing embezzlements.

Wipfli's financial institutions professionals bring a wealth of knowledge and expertise to a variety of topics.

Wipfli's health care professionals bring a wealth of knowledge and expertise to a variety of topics.

Terry Saber, Director of Strategic Advisory Services for Wipfli’s Financial Institutions Practice was quoted in an article titled “Looking Downfield” by the Northwestern Financial Review, a publication for banks that goes across the entire Midwest.

In a recently published article for the West Central Tribune, Dave Hoffman (Retired, Health Care Practice) and Bob Stephen (Manager, Health Care Practice), provides their thoughts on how Rice Hospital will develop a plan to grow through service line evaluation.

The following situation was recently shared with us – unfortunately, after the fact. Please read the following and beware of this scam.

Wipfli LLP has been selected to become a member of “Bob Scott’s Insights’ VAR Stars,” a group of 100 organizations that have been honored for their accomplishments in marketing financial software.

The firm held its fifth annual “Community Day” on September 24

Cori Schoenke has joined the firm’s national health care practice as a senior manager

With over 25 years of experience, Terry Peters joins Wipfli's business development team

Amy Libertoski is awarded PFS credential by the AICPA

After 25 years with Big Four firm, Ron Hafner joins Wipfli to lead the firm's SEC practice

Bonnie Braun Padilla is selected to be one of Finance & Commerce's Top Women in Finance for 2009

In a recently published article for the State & Local Energy Report, Deron Kling (Manager, Nonprofit & Government Practice), provides his thoughts on the many lingering questions state weatherization programs are facing related to their stimulus funds.

Wipfli Minnesota is proud to be a platinum sponsor of the Minneapolis / St. Paul Business Journal’s CFO of the Year Awards. November 19, the finalists and winners will be recognized for their outstanding performance in their roles as corporate financial stewards.

Wipfli, a QlikView Partner since 2007, is proudly sponsoring Q-Days North American Road Show in the Twin Cities on October 21, 2009.

Wipfli is sponsoring the Madison Distressed & Invest Summit on Thursday, October 29, at the Madison Marriott West in Madison, Wisconsin.

The first Service Release of QlikView 9.00 (SR1) is now released for general availability. The build number is 7257. This SR contains a large number of fixes to QlikView, QlikView Server and clients.

This article featured in the August 3 issue of Time magazine illustrates how QlikTech technology makes connections the way your brain does.

Top Microsoft Dynamics partners have been recognized with the prestigious 2009 President’s Club and Inner Circle for Microsoft Dynamics awards.

Join us for this complimentary, in-depth webinar designed to help real estate organizations gain efficiencies and reduce risk by leveraging powerful customer relationship management (CRM) technology.

The update for the Service Pack 2 expiration issue is available for download.

Wipfli's research and recommendation for Hedrick Medical Center’s future resulted in receiving front page news in the Constitution-Tribune in Chillicothe, Missouri.

Tax Manager Nick Fitzgerald will speak Wednesday, August 5, during the general session at the MTA Annual Conference at Breezy Point Conference Center. His topic will be "How Trucking Can Take Advantage of the Federal Stimulus."

We are proud to announce the introduction of the new and improved WipfliWatch Line, an Anonymous Ethics and Fraud Reporting Hotline.  

This loan was established as part of the American Recovery and Reinvestment Act signed 2/09, but details on the loan were previously not available. 

The Twin Cities CBS affiliate asked Wipfli to help make sense of what this means for the future of the manufacturers and local dealers.

Manager Chris Riba discusses the aftermath of downsizing.

The Minnesota Trucking Association recently published 20 cost saving strategies to improve your bottom line in their monthly publication, Trucking Minnesota.

Are your employees engaged?

A new four-year building contractor registration will be required beginning July 1, 2009 for Wisconsin businesses whose work is regulated under any of the Commerce codes affecting commercial buildings, places of employment, one- and two-family dwellings, and public swimming pools.

QlikTech has been showing up more and more in helping organizations address their analytics needs across business. Not as well known in the industry historically but have been rapidly growing over the last five years as one of the fast growing BI vendors.

Mayor Tom Barrett announced today the launch of the City of Milwaukee's economic stimulus website.

QlikTech has boosted the viability of the iPhone as a business tool with a mobile version of its QlikView business intelligence application specifically for users of the Apple device.

The Small Business Administration (SBA) recently released the April rate sheet for 504 Debentures – An SBA backed loan for purchase, construction, or renovation of existing buildings. 

Managing Automation Magazine has awarded mattress manufacturer Spring Air Co. with the Manufacturing 100 Award as a best-in-class manufacturer with innovative technology and proven processes. In particular, the magazine cited the Tampa-based company's recent implementation of QlikView business intelligence technology as one of the reasons for the award.

What are firms in your industry buying? What are firms of your size buying? What are IT types using and and what are business types using? One reporter’s perspective on the results from the BI Survey.

Office SharePoint Designer 2007 provides the powerful tools you need to deliver compelling and attractive SharePoint sites and quickly build workflow-enabled applications and reporting tools on the SharePoint platform, all in an IT-managed environment.

Investment discipline is easier in good times, but it gains in importance in bad times.

Wipfli's financial institutions professionals bring a wealth of knowledge and expertise to a variety of topics.

Wipfli's health care professionals bring a wealth of knowledge and expertise to a variety of topics.

To continue the expansion of the firm’s business valuation, forensic and litigation support practice, Wipfli is pleased to announce Marc Courey has joined the firm as a Director of Litigation Support, Fraud and Forensic Services. 

The Big Easy Offer gives you choices on Microsoft products and solutions that fit your needs. For every qualifying product you purchase, Microsoft pays you partner subsidy funds that can be used to help with the implementation of your Microsoft solution including software, hardware and services.

Changing inventory method requires managing the accounting-tax differences.

Wipfli is again proud to be the presenting sponsor of Insight 2009 “See the future unfold before your very ears,” with Charlie Sykes in Milwaukee at the Country Springs Hotel and Conference Center.

This Insight summarizes the published guidance related to the Capital Purchase Program, Transaction Account Guarantee Program, and Debt Guarantee Program, highlights some of the key issues banks are facing regarding these programs, and presents some recommended action points to be considered.

Webinars formed to explore, how you can survive and even thrive in this economic environment.

On January 28, 2009, the National Credit Union Administration (NCUA) met to discuss the corporate credit union system. As a result of that meeting, NCUA issued a Letter to Credit Unions indicating each federally insured credit union will be paying a significant premium to the National Credit Union Share Insurance Fund (NCUSIF) to cover the costs of a $1 billion capital infusion to US Central Federal Corporate Credit Union, as well as the anticipated costs of a share insurance and liability guarantee program.

Taxpayers should be aware that people claiming to be Internal Revenue Service (IRS) employees try to get personal financial information for fraudulent purposes.

Mary Jo Werner, a tax partner with Wipfli LLP, has been selected to serve on the Taxpayer Advocacy Panel (TAP) for the Internal Revenue Service (IRS). She was chosen for a three-year term on the panel from 600 applicants.

Wipfli is proud to be a sponsor of the Economic Trends 2009 event on January 21, in Milwaukee, WI, presented by BizTimes Media.

Due to the Wipfli’s growing auto dealership client base in the Madison market, the firm has relocated one of its subject-matter experts to its Madison office effective January 10.

This Tax Insight addresses both the new "Waiver of the 2009 Required Minimum Distribution" rules and the related effect on your 2008 information reporting requirements as well as the rules for "Withholding from Foreign Payments."

GMAC won Federal Reserve approvel to become a bank holding company, giving it access to government lending programs, after owners General Motors and Cerberus agreed to cut their stakes.

With three months to restructure, GM and Chrysler have some tough decisions to make. Analysts say automakers must eliminate relatively small, unprofitable dealerships. But dealers say they won't be bought out.

Research and Markets ( http://www.researchandmarkets.com/research/401857/healthcare_trends) has announced the addition of the "Healthcare Trends & Forecasts in 2009: Performance Expectations for the Healthcare Industry" report to their offering.

Recent survey of WI manufacturers reveals a gap between good intentions of companies that recognized areas where they needed to excel, and ones that were actually meeting the benchmarks.

Workers throughout the nation could fall victim to the ripple effect of a Big Three collapse.

The automaker is taking a variety of steps to conserve cash.

Congress calls for "emergency and limited financial assistance.

Wipfli LLP Named One of the Best Accounting Firms to Work For in 2008

For long-term investors the key to building wealth in volatile times is time in the market - not timing the market. So just stay put.

Accounting for transactions concerning foreclosed assets often requires research due to the complexity of the transactions or the infrequency with which they occur. This Accounting Insight is intended to help by summarizing the accounting rules for various foreclosed asset transactions.

Were you surprised this year when you completed your income taxes? Each year, taxpayers discover they owe a lot of income tax they weren't expecting because they are charged something called Alternative Minimum Tax (AMT).  Discover how you can leverage AMT to your advantage.

Nate Wenner, a financial planner and investment consultant with Wipfli Hewins Investment Advisors, appeared on Fox 9 News in the Twin Cities recently to offer his thoughts on what taxpayers should do with their soon-to-arrive rebate checks from the federal government.

The IRS warned that a current version of a scam e-mail which falsely claims to come from the IRS appears to be directed toward certain tax-exempt organizations.   The IRS reiterates that it will never send unsolicited, tax account related e-mails to taxpayers.

President Bush presented his FY 2009 budget on Feb. 4, which included provisions to reduce Medicare spending by $6 billion in FY2009 and by $91 billion over 5 years.

The budget also sought to reduce Medicaid spending by $1.2 billion in FY2009 and $14 billion over 5 years.

To accomplish this, the budget proposes a freeze in Medicare nursing home rates for FY 2009, as well as freeze home health rates at the current rates until 2013.

Staying ahead of the every changing tax laws can be a challenge. Wipfli's Tax Insight provides tax law changes and updates as well as common sense approach to the tax issues facing financial institutions.