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

Why Is Succession Such a Dirty Word?

Having a solid strategic plan only enhances the likelihood of perpetuating a legacy, which you worked so hard to create. It’s good for your clients, your staff, your family and—oh, yeah—your business. Recommended timetables for succession planning are typically in the range of three to ten years (three years for a business that has a simple structure and is in very good shape, and longer for others). However, the sooner you incorporate succession planning into your strategic planning, the greater the benefits for your business. You can use this opportunity to leverage your succession planning for a competitive advantage.

Jan 19, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Business Advisory
By: Paul T. Lally

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Private Equity Fund Formation: 101

At first blush, the title of this article may seem somewhat fundamental. However, on four separate and recent occasions, a client or prospect asked me to provide an overview of typical fund formation and structure. The information in this article can serve as a simple reference for industry standards and practices as they relate to private equity fund formation and related infrastructure to support fund activities.

Jan 18, 2018
Industries: Private Equity
Services: Business Advisory, Consulting
By: Mark B. Martinelli

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Busted for Not Filing Proper Multistate Tax Returns—Now What?

In the article, Gotcha! How a state finds a non-filer, we addressed how a state may find out a company is active within its borders. This article addresses what you can do once a state catches up to you for not filing the proper sales, use, income, or franchise tax returns within its jurisdiction.

Jan 18, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Jessica L. Macklin

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Make the Most of National Cybersecurity Awareness Month

October is National Cybersecurity Awareness Month. In addition to implementing the 30 tips we recommend in our e-book, here are some additional activities you should consider to promote security awareness.

Jan 11, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Governance, Risk, and Compliance
By: Jeff Olejnik

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Don’t Lose Money in the Process of Collecting It: The Art and Science of Customer Invoicing for Sales Tax Purposes

The importance of a well-constructed invoice may come as a surprise to some, but it should not be underestimated. In sales tax audits, we see many instances when the way sales are invoiced leads to assessments, interest, and penalties—all of which could have been avoided. This article addresses five key fundamentals of customer invoicing. The thoughtful and intentional presentation of these key components can help you avoid sales tax headaches.

Jan 11, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Health Care, Insurance, Manufacturing and Distribution, Private Equity
Services: Tax
By: Tara T. Johnson

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Buying an Airplane for Business Use: Frequently Asked Questions

Many companies with multiple facilities or customers in remote locations may decide to purchase an airplane for both business and personal use. While there are many benefits to aircraft ownership, there are potential sales tax implications to this purchase, depending on the structuring. Wipfli’s State and Local Tax experts frequently address sales tax questions related to airplane purchases. This article addresses those most common questions.

Jan 11, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Health Care, Insurance, Manufacturing and Distribution, Private Equity
Services: Tax
By: Daryl L. Ohland

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The Missing Middle: Making Sucession Planning Part of Your Business’s Strategy

In over 28 years of working with privately owned businesses, I have noted recurring themes:  an entrepreneurial spirit, commitment to family and community, and a focus on building a legacy. I have also seen a common and critical blind spot regarding succession planning and the requisite good governance that should underlie it.

Jan 10, 2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Business Advisory
By: Paul T. Lally

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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, Technology

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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, Technology

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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

Dynamics 365 Webinar series - Quote to Cash

Learn how your organization can utilize Microsoft Dynamics 365 to share account information across applications, process quotes and shipments, and review and analyze sales performance using Power BI dashboards.

Jan 18, 2018
Industries: Manufacturing and Distribution
Services: Consulting, Technology

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Countdown to New HMDA Webinar

It’s not too late. Be prepared for January 1, 2018. We walk you through the new requirements of the Home Mortgage Disclosure Act. Make sure your staff is ready to accurately report new Loan Application Register information by listening to detail on the new requirements. Even if you’ve already received your HMDA training, the changes are numerous and additional information and reinforcement is the key to getting it right. We cover new and modified requirements and the detail behind each. Listen and receive the information you need to comply.

Dec 15, 2017
Industries: Financial Institutions
By: Melissa D. Blaser, Tim Tedrick

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Recorded Webinar: Accelerate Your Customer Service With Dynamics 365

An on-demand webinar designed to help organizations streamline assisting customers, organizing priorities, tracking results, and improving customer service processes. Microsoft Dynamics experts Ryan Swiderski and Lauren Haapakoski will share how organizations are transforming to meet the needs of their employees and customers. 

Dec 14, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Ryan Swiderski

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Tax Update for Financial Institutions

There has been much talk about the need for tax reform. The U.S. tax system is incredibly complicated, and the high tax rate environment makes it more important than ever to plan around upcoming changes (the combined federal and state marginal tax rates currently exceed 40 percent for most C corporations and approaches 50 percent for most S corporations). By understanding upcoming changes and taking proactive measures, banks and their owners can minimize their federal and state income tax liabilities. 

Dec 08, 2017
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

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Cyber Risk in Manufacturing: Be Proactive and Prepared

Cybersecurity has become a nonnegotiable responsibility for companies of every size and in every industry including manufacturing, especially as cyber-attacks within the industry are on the rise. During this on-demand webinar gain a solid overview of cybersecurity risks and what you should do to improve your cybersecurity preparedness.

Dec 07, 2017
Industries: Manufacturing and Distribution
Services: Governance, Risk, and Compliance, Consulting
By: Jeff Olejnik

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Recorded Webinar - Desktop Users Sessions: Move to QuickBooks Online

Join Wipfli for an on-demand webinar designed for QuickBooks desktop products users interested in moving to a cloud-based solution with QuickBooks Online.

Dec 05, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Rich Kane

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Audit and Accounting Update for Financial Institutions

Wipfli’s annual audit and accounting webinar  updates you on final accounting rules effective for 2017 and 2018, as well as some rules that have been finalized but will not be effective for several years. We also look at the current status of several proposed rules being deliberated by FASB and significant implications they would have for the financial institution industry.

Nov 21, 2017
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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