Insights

Insights

The latest insights on topics that matter to you.

Wipfli is dedicated to business leaders and their organizations. Each month, we bring you thought-provoking articles on long-range organizational issues related to people, processes, technology, customers, and financial management.

You'll also find whitepapers, blogs, webinars, and eBooks. You can sort via your industry or the topic

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Articles

Operating your business’s 401(k) plan during COVID-19

The disruptions caused by COVID-19 are raising many questions about the operations of 401(k) plans. 

Here are the answers to the top questions we have been receiving.

3/31/20
Services: Human Capital Management Solutions, Consulting
By: Nichole Mayer

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GASB may delay some standards and implementation guidance due to COVID-19

Because of the COVID-19 virus, the Government Accounting Standards Board (GASB) is considering delaying the effective dates of its standards and implementation guides.

3/31/20
Industries: Nonprofits, Tribal Gaming and Government, Tribal Gaming, Tribal Government
Services: Audit and Accounting

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Preventing fraud in a remote work world

As remote work spikes along with the spread of the novel coronavirus, our experience in creating strong internal and external accounting controls is suddenly in greater demand. Business owners are already worried about the health of their workers, their families and their bottom line. They need not add fraud to that list.

3/31/20
Services: Consulting, Cybersecurity
By: David G. Friedman

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COVID-19 and commercial real estate: 3 steps to take now

With the coronavirus pandemic causing shutdowns and shelter-in-place orders throughout the country, times are uncertain for commercial lessors and lessees alike. Brick-and-mortar businesses are being hit hard by closures. Many lessors are understanding and willing to be flexible but face their own obligations to lenders and investors.

3/30/20
Industries: Construction and Real Estate
By: Lucas Rocole

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The impact of the CARES Act on financial institutions

The Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), a $2 trillion stimulus package, includes several provisions that directly impact financial institutions:

3/30/20
Industries: Financial Institutions
Services: Audit and Accounting
By: Nick G. Ansley

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How small businesses can use the Paycheck Protection Program

The Paycheck Protection Program (PPP) was enacted under the CARES Act to help small businesses cover their near-term operating expenses during the COVID-19 crisis and provide a strong incentive for employers to retain their employees.

3/30/20
Services: Tax

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How contractors can recover damages due to COVID-19

The economic fallout of COVID-19 is forcing contractors to juggle their need to keep employees safe while at the same time keeping projects running efficiently. That means, no matter how hard we try, there will inevitably be impacts to construction projects and contractors will need to submit requests for extras to recover damages. And, while COVID-19 seems to be changing almost everything, it hasn’t impacted the legal basis for claiming damages or the requirement of needing to link project damages with accounting records.

3/28/20
Industries: Construction and Real Estate
By: Michael R. Benes, Kevin P. Krueger

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FHA extends submissions for audited financial statements to April 30

All FHA-approved lenders are required to submit their audited financial statements through the Lender’s Electronic Assessment Portal (LEAP) within 90 days of the close of their fiscal year. The FHA has now extended the 90-day filing period for audited financial statements to April 30 for all approved lenders whose financial statement reporting period ended Dec. 31, 2019. While there is an additional 30-day window, lenders that can submit their audited financial statements before April 30 are still encouraged to do so.

3/28/20
Industries: Financial Institutions, Financial Services
By: Craig Gugliemetti

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Blogs

Ag Conversations

Ag Conversations

The ag landscape is always changing, and you need reliable information you can depend on. Designed with you in mind, Ag Conversations covers topics important to you and your business — everything from how to successfully navigate the current tax environment to updates on court rulings and policy issues. Let your voice be heard. Join the conversation!

Industries: Agribusiness

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Bank On Wipfli

Bank on Wipfli

Count on Bank on Wipfli to be your go-to source for need-to-know-now information that affects the financial institution industry.

Industries: Financial Institutions
Services: Audit and Accounting, Consulting, Tax

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Dynamics CRM Blog

Connect – Microsoft Dynamics 365

Stay connected with product news, best practices, ideas, and tips to explore alignment with strategic business objectives, meet a short term tactical need, or just get thinking.

Services: Tech Consulting, Consulting

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Get Dynamic Blog

Get Dynamic - Microsoft Dynamics GP

Get the most out of Microsoft Dynamics GP with the latest tips, tricks, and announcements that help keep it simple.

Industries: Manufacturing and Distribution
Services: Consulting, Tech Consulting

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Banking Podcast | Wipfli

GroundBanking Podcast

Each episode will feature experts in banking and FinTech who will discuss the challenges and opportunities in today’s marketplace – whether it’s embracing new technology, coming up with new lines of business or finding more efficient ways to serve their customers and communities.

Industries: Financial Institutions, Financial Services, FinTech

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Webinars

[Recorded webinar] COVID-19, qualified businesses, individuals and nonprofits: What’s next?

The recent disruption caused by COVID-19 has many wondering what it all means for them. Are you in the same boat? Watch our webinar, which addresses the concerns of and opportunities available for qualifying small businesses and nonprofit organizations. We also discuss recent and pending legislation due to COVID-19.

3/27/20
By: Erika Young, Terry Hoover, Crystal Christenson

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[Webinar + Q&A] Financial markets and COVID-19

The world stock markets have experienced a swift decline in recent weeks due to the COVID-19 pandemic. Our affiliate Wipfli Financial Advisors, LLC's team reviews the recent volatility in financial markets, providing perspective on these events.

3/19/20
Services: Private Client Services

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IT Examination Hot Topics: Cybersecurity

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This recorded webinar will discuss the latest threats to your customer information. We will also bring you up to date on the latest FFIEC and other interagency guidance in regard to cybersecurity as it affects the roles and responsibilities within your financial institution. Resources will also be provided for enhancing your training program and the effectiveness of your cybersecurity program.

3/18/20
Industries: Financial Institutions
Services: Consulting, Cybersecurity
By: Joel R. Lego, Jim Rumph

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Elevate Your Sage Intacct: Quarterly Webinar

Discover all the newest features and updates in Sage Intacct’s upcoming release.

3/15/20
Services: Consulting, Tech Consulting

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What you need to know to comply with DoD cybersecurity certification requirements

If your company provides products or services in the DoD supply chain or plans to bid on DoD contracts, new requirements will apply to your organization.

3/11/20
Industries: Manufacturing and Distribution
Services: Consulting, Cybersecurity
By: Jeff Olejnik, Tom Wojcinski

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Diving Into Finalized Opportunity Zone Regulations

The U.S. Treasury Department and IRS released final opportunity zones regulations. These regulations combine and update the first and second regulations released in 2018 and 2019.

The final regulations address the various requirements that must be met to qualify as a qualified opportunity fund (QOF), as well as the requirements an entity must meet to qualify as a QOZ business.

1/22/20
Industries: Construction and Real Estate
Services: Tax
By: Dannielle Lewis, Josh A. Graham

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CECL Strategies for Loan Participations

Financial institutions are working through the process of preparing for CECL. Often overlooked in the development of a CECL implementation plan is how CECL will impact regulatory and accounting considerations for loan participations. Learn more in our recorded webinar.

1/22/20
Industries: Financial Institutions
By: Nick G. Ansley

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Dynamics GP Year-End Training Webinar - 2019

This seminar is designed to provide you with educational information to complete your year-end. Please click on the links for the recorded webinar and a PDF of the 2019 Dynamics GP Year End Manual.

12/23/19
Services: Tech Consulting, Consulting
By: Dawn Schwarz, Barbara Bell, John Kirsch

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