Insights - Articles, Blogs and on-demand webcasts Insights - Articles, Blogs and on-demand webcasts

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, on-demand webcasts, and eBooks. You can sort via your industry or the topic.


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IRS issues guidance on disallowing PPP-funded expenses for 2020 tax year

On November 18, the IRS released Revenue Ruling 2020-27, which states that a taxpayer who reasonably expects full PPP loan forgiveness is not allowed to deduct expenses up to the loan forgiveness amount for the year in which the expenses are incurred.

11/19/20
By: Gregory G. Butler
Services: Tax

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IRS issues guidance on when a taxpayer can deduct PPP-funded expenses

On November 18, the IRS released Revenue Procedure 2020-51, which provides a safe harbor rule on when a taxpayer can deduct expenses funded with a PPP loan.

11/19/20
By: Gregory G. Butler
Services: Tax

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3 ways to address and prevent employee burnout

Is your organization on guard against employee burnout? How are you addressing it when you find it? What are you doing to proactively prevent it?

11/19/20
By: Heather L. Debelak
Services: Consulting, Talent and Change

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IRS says state taxes paid by pass-through entities are not subject to SALT limit

On November 9, the IRS released Notice 2020-75 announcing its plan to issue proposed regulations that many have been waiting for. The regulations will confirm that entity-level state and local taxes (SALT) imposed on pass-through entities are not subject to the $10,000 SALT deduction limit.

11/19/20
By: Gregory G. Butler
Services: Tax

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What are RTOs and RPOs in business continuity planning

There’s a fair chance that you would like to see your business survive any future disaster, and potentially any issues that follow. To predict a business’s next disaster is all but impossible but simple to prepare for, particularly if you have an effective Business Continuity Plan.

11/18/20
Services: Consulting, Business Continuity

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What the DoJ’s new guidance on corporate compliance programs means for your company

On June 1, 2020, the Department of Justice (DoJ) released its third round of guidance for its Evaluation of Corporate Compliance Programs, which was first issued in 2017. 

The 2020 release continues to provide guidance for prosecutors to 1) conduct investigations of corporations, 2) determine the necessity of bringing charges against a corporation and 3) conduct plea or other agreements. The guidelines emphasize the importance of evaluating the corporation’s compliance program and system of internal controls, including how these endeavors may deter or discover future misconduct.

11/18/20
By: Brett Merkel, Marc W. Courey
Services: Consulting, Fraud and Forensic Services

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Present value calculations: Know what’s reflected in your discount rate

Economic damages can take many forms, from historical amounts to the projection of financial losses into the future.

When you translate the future amounts back to the present time, it’s generally referred to as “present value discounting.” One important variable in this calculation is the selection of a discount rate.

11/17/20
By: Allen E. Jacque
Services: Consulting, Business Valuations

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Financial institution fraud is 43% more successful

Wipfli fraud specialists were recently called on to advise a financial institution that had wired — at its customer’s request — $250,000 to an account in China. An employee of the customer had been tricked into authorizing the payment. But once the mistake was uncovered, the customer felt their financial institution should have had extra layers of protection in place to prevent such a transaction.

11/16/20
By: Sarah G. Lutzke, Marc W. Courey
Industries: Financial Institutions
Services: Consulting, Fraud and Forensic Services

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Ag Conversations blog

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 blog

Bank on Wipfli - Blog and Podcast

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

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

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D365 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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Dynamics GP 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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Dealership Blog | Wipfli

Dealer Conversations

The dealer environment is rapidly changing, and you need reliable sources of information more than ever. Dealer Conversations covers topics and issues important to you and your business. We would like to hear from you — join the conversation!

Industries: Dealerships

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How to leverage your ALM to generate new income

Are you concerned about this flat-rate environment and what to do with all your excess liquidity? When’s the last time you updated your cash management strategies? How often do you dive into the liability side of your balance sheet?

11/19/20
By: Marcie Bomberg-Montoya, Ryan Barrow, Robert H. Zondag
Industries: Financial Institutions

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Diving into CMMC requirements — including recent updates

Are you concerned about how your business is going to achieve Cybersecurity Maturity Model Certification (CMMC)? It’s time to share updates and help you get started or get back on track.

11/18/20
By: Tom Wojcinski, Jason Vander Velde, Travis Wouters
Industries: Construction and Real Estate, Manufacturing and Distribution
Services: Consulting, Tech Consulting

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Managing cyber risk: Protecting yourself beyond HIPAA

Watch Healthcare Connections! Leaders from healthcare organizations are encouraged to watch this 45 minute presentation with on cyber security presented by Tom Wojcinski, Director in Wipfli's CyberTech practice.

11/17/20
By: Tom Wojcinski
Industries: Healthcare
Services: Consulting, Cybersecurity

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Tools to help nonprofits return to the workplace safely

Whether you’re starting to think about reopening, or you’ve already returned to the office but aren’t sure you’re fully leveraging all the tools that could support you, Wipfli is here to help.

11/16/20
By: Brian R. Gaumont
Industries: Nonprofits
Services: Consulting, Tech Consulting

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Audit and accounting update for financial institutions

2020 has been a year full of challenges for financial institutions, including some unique accounting issues. Wipfli’s annual audit and accounting webinar updates you on the latest answers to your accounting questions as well as the nuts and bolts of final accounting rules effective for 2020 and beyond.

11/12/20
By: Brett D. Schwantes, Lydia R. Kopras
Industries: Financial Institutions

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Elevate your Sage Intacct: Quarterly webinar Q4 2020

In this Elevate your Sage Intacct webinar, Cathy Harris, Jessica Hensley and Jeremiah Monks dove into the latest features added to Sage Intacct with the upcoming Q4 2020 release. 

11/12/20
Services: Consulting, Tech Consulting

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Panel Discussion: How behavioral data can help your organization strengthen diversity, equity and inclusion

Organizations often ask employees to bring their whole selves to work, and that means they bring their experiences as diverse individuals.

Women, people of color, LGBTQ+ individuals, disabled individuals — there is a wealth of diversity in our world, and these groups of people are often underrepresented in the workplace. Many organizations have started engaging in conversations with employees about their experiences, goals and ideas relating to diversity, equity and inclusion (DEI). But as conversations continue, leaders are faced with the imposing question of, “What actions do we take next?”

11/10/20
By: Heather L. Debelak, Zaikeya Morris, Breann M. Streinz
Services: Consulting, Talent and Change

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Credit Union Forum Webinar #3: The dark web and what makes it so “dark”

When there is a data breach, where does all the data go? What is the Dark Web? How does it work? How does it impact credit unions and their members?

11/5/20
By: Mark Scholl
Industries: Financial Institutions

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