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Insights - Articles, Blogs and on-demand webcasts


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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Upcoming deadlines for tribal State and Local Fiscal Recovery Funds

The Obligation Interim Final Rule is out. Learn how the regulations for obligating your state and local fiscal recovery funds may impact your tribal government.

By: J. Alan Post
Industries: Tribal Gaming and Government
Services: Accounting services, Audit and assurance services

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After the planning: Implementing your strategic plan

Documenting your strategic plan is just the first step. Explore five ways your financial institution can improve your strategic plan implementation and stay agile.

By: Robert H. Zondag
Industries: Financial Institutions
Services: Organizational performance consulting

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Hot SALT news roundup: First quarter 2024

Learn about the latest developments and hot issues in state and local tax in the first quarter of 2024 that may impact your organization in the upcoming year.

By: Keela Ross, Alex LaFleur, Steven Clogston
Services: State and local tax services

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Why digital health organizations need to put security concerns top of mind

Digital health organizations must keep security and privacy concerns top of mind to meet the expectations of customers and regulators. Whether your organization is a startup or an established provider, the data you collect and analyze is subject to widespread scrutiny.

By: Karen Johnston
Industries: Technology industry, Services for digital health companies
Services: Digital Services, Business consulting services, Cybersecurity services

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2024 tax rate guide

The IRS announced inflation-related adjustments to more than 60 tax provisions for tax year 2024.

Use this guide to track tax rate and tax bracket changes.

Services: Tax services

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Your guide to business meal, entertainment and travel deductibility

To get the maximum tax benefit, businesses should know the current deductibility rates and rules for business meals, entertainment and travel. Use this guide.

Services: Tax services

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Employers have until March 22 to apply to the Employee Retention Credit Voluntary Disclosure Program

The IRS’s March 22 deadline to apply to the Employee Retention Credit Voluntary Disclosure Program is fast approaching. Here’s what you need to know.

By: Gregory G. Butler
Services: Tax services

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Information you need: NCUA’s 2024 supervisory priorities

The National Credit Union Administration (NCUA) announced its supervisory priorities for 2024. Here’s what you need to know.

By: Alison J. Herrick
Industries: Financial Services, Credit union consulting
Services: Audit and assurance services, Compliance

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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: Assurance services, Business consulting services, Tax services

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Groundbanking podcast

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 consulting services

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sound of automation podcast blog art

The Sound of Automation Podcast

Manufacturers are the driving force behind Industry 4.0, and Wipfli is here to help.

Join Bryan Powrozek, an engineer turned CPA, as he interviews influential industry leaders and discusses everything from operational improvements and performance enhancements to large-scale digital transformation and data-based decision-making.

Industries: Manufacturing, Distribution
Services: Business consulting services, CPA tax services

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Webinar: Catch up on the IT trends you need to know

Gain timely insights designed for IT leaders from our quarterly leadership roundtable webinar. Watch on-demand.

By: Joel R. Lego, Jim Rumph, David Fields, David T. Rich
Industries: Financial Institutions

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Optimize your savings with tax planning initiatives for 2024

In this webinar, we share tax planning strategies to help you optimize savings in 2024. Learn more about key tax changes and initiatives for the new year.

By: Jason M. Beiswenger, Chris Lockhart, Tiffany Kuntemeier
Services: Tax services

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How to maximize your 179D benefits

Inflation Reduction Act benefits don’t just give builders and developers the opportunity for significant tax savings, they also align with sustainable business and environmental practices.

By: Steven A. Barnes

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Webinar: Real-time, game-changing flash and financial reporting for casino leaders

Learn how Sage Intacct provides tribal casinos with better-informed financial reporting.

By: April D. Bacon
Industries: Tribal Gaming and Government, Tribal Gaming

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Healthcare Connections: Leadership and business sustainability in healthcare

This webinar covers practical ways to build strong leadership in healthcare. Learn how your organization can better support talent and business sustainability.

By: Tom Cox
Industries: Healthcare
Services: Leadership Essentials training

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Future focused: What’s ahead for associations in 2024

In this webinar, our panelists explore association best practices for 2024. Learn more about potential challenges and how to take advantage of new opportunities.

By: Julie Cox
Industries: Nonprofits

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Strategic planning for educational excellence and student success

This webinar covers how a rolling strategic plan can help educational organizations balance their current and future needs while staying flexible and responsive.

By: Courtney P Kohler
Industries: Industries, Governments, Education
Services: Organizational performance consulting

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Webinar: Streamlining grant management for tribal organizations

Join our webinar for tribal organizations to learn about a solution to ramp up your grant management. Learn to make informed, real-time decisions and end compliance challenges.

By: April D. Bacon
Industries: Tribal Gaming and Government
Services: Digital Services, Business consulting services

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