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

ASC 606: The Devil Is in the Details – Six Key Considerations to Take Away From the New Revenue Recognition Standard

In May 2014, the Financial Accounting Standards Board (FASB) completed its revenue recognition project by issuing Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers, which can be found in the Accounting Standards Codification (ASC) Topic 606.

This article will cover six topics within ASC 606 that will likely impact your organization.  

5/2/2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Audit and Accounting
By: Joshua J. Boyle, Brad Werner

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Data Analytics – How ready are you to become a data scientist?

The world is changing, and data analytics is a frequent topic when we are making business decisions. Mark Cuban, owner of the NBA’s Dallas Mavericks, said in an article that the world’s first trillionaire will be a person who invests in artificial intelligence (AI). So what is AI, and how do data analytics fit in? 

4/19/2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Audit and Accounting
By: Richard McClure

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HITRUST: What You Should Know About Using AWS Azure and Other Third-Party Tools - Part 4

This series has already explored potential solutions that support five of the 19 CSF Assessment domains. Today’s article dives into another two domains.

4/13/2017
Industries: Financial Institutions, Financial Services, Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting
By: Jason J. Papador

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Wipfli Alerts & Updates: American Health Care Act (AHCA) - Does it have a future?

The AHCA draft was approved by the House Ways and Means Committee and Energy and Commerce Committee on March 9, 2017. The bill was scored by the Congressional Budget Office (CBO) and went through a number of amendments and rescoring and was scheduled to be voted on by the full House on March 27, which was delayed to March 28 as negotiations for changes continued. The vote was ultimately canceled late on March 28. The bill had failed to get the support necessary to pass the House.

4/4/2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Audit and Accounting, Consulting, Tax

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By the Numbers: A Look at Overseas Expansion

There’s a lot of press about corporate inversions and losing jobs to other countries. But there’s another side of this story, and it’s the significant benefits of exporting as a way to growth.

3/16/2017
Industries: Manufacturing and Distribution
Services: Tax, Consulting, Audit and Accounting
By: Kelly M. Fisher

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Quiz: Are You Smarter Than a Fraudster?

Given the enormity of the risk and costs and the prevalence of frauds occurrence, how fraud savvy do you believe you are? Take this short quiz to determine whether you can outsmart a fraudster. 

3/3/2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Audit and Accounting
By: Marc W. Courey

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Audit Committee: Keeping Your Organization Running at the Top of Its Game

The culture of compliance is rapidly evolving, and while public companies have been directly impacted, private companies, governments, and not-for-profits are also feeling the effects of change. Governing bodies are directly responsible for organizational governance and oversight; however, a well-functioning audit committee can be a substantial component in improving overall governance and compliance.

3/2/2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Audit and Accounting
By: Stephanie J. Cavadeas, Brian Walczak

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Blogs

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: 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

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Health Care Perspective Blog

Health Care Perspectives

This blog covers a variety of current topics in the health care industry.

Industries: Health Care
Services: Audit and Accounting, Consulting, Tax

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Webinars

IT Examination Hot Topics – Cybersecurity: Recorded Webinar

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.

2/24/2017
Industries: Financial Institutions, Financial Services
Services: Consulting
By: Matthew T. Janoski, Travis Wouters

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2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part II

This webinar provides you with an overview of Medicare’s final rules and changes for physician services most affected by the 2017 changes. Click the link for additional details.  

1/18/2017
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith Holloway

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2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part I

This webinar provides you with an overview of Medicare’s final rules and changes for hospitals and rural health providers most affected by the 2017 changes. Click the link for additional details. 

1/11/2017
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith Holloway

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Tax Update for Financial Institutions

Our tax environment is constantly changing! Given the high tax rate environment, it is more important than ever to understand these tax changes and how they impact your financial institution. This webinar gives an update of the most important tax changes affecting the financial institution industry. Click the link for more information. 

12/9/2016
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

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Getting Ready for CECL

FASB’s credit impairment standard for financial instruments is here—so now what do we do?  This recorded webinar will help management of financial institutions start to figure out what their institution should be doing now to be ready for CECL when it becomes effective. Click the link for more information. 

12/6/2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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Audit and Accounting Update for Financial Institutions

Wipfli’s audit and accounting webinar updates you on final accounting rules effective for 2016 and 2017, as well as some rules that have been finalized but will not be effective for several years. Click the link for more information. 

11/22/2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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Impactful Tax Planning and Savings Strategies for Manufacturers

The proper application of tax strategies can help manufacturers maximize tax savings, potentially improving cash flow that can be applied to help realize long-term, successful growth with a competitive edge. This webinar is intended for business owners, CFOs, CEOs, controllers, and accounting professionals looking to minimize tax exposure and reduce tax liability. Click the link for more information. 

11/15/2016
Industries: Manufacturing and Distribution
Services: Tax
By: Jeffrey R. Fritz, Samantha A. Wimmer

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Window of Opportunity Closing for Intra-Family Tax Discounts

In August, the IRS unveiled long-awaited proposed Regulations under IRC 2704, which deal with valuation discounts for estate and gift tax purposes. Get the details and understand what you can do now to help in your estate tax planning efforts. Click the link for more information. 

11/3/2016
Services: Tax
By: Ryan P. Laughlin, Audra M. Moncur

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