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

What You Need to Know About Valuing Your Business in a Divorce

Whether a couple’s divorce has been amicable or contentious, it can still be a challenge to divide assets (and liabilities) between the two parties. The court must classify assets as either marital or nonmarital, place a value on them and then distribute them between the spouses. The challenge comes in both classifying assets and correctly valuing them. If you are a business owner and are going through a divorce, this is what you need to know about valuing your company.

 

10/19/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Business Valuations
By: Audra M. Moncur

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Time Running out for Certain Taxpayers to Elect out of 100 Percent Bonus Depreciation

The TCJA increased the deduction for bonus depreciation from 50% of the cost of qualifying property to 100%. Although the TCJA did not become law until December 22, 2017, this increase in bonus depreciation was actually effective retroactively for assets acquired and placed in service after September 27, 2017. 

10/17/2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Crystal Christenson

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Celebrating Cybersecurity Awareness Month: How Sage Intacct Protects Your Company Information

October is National Cybersecurity Awareness Month, which means it’s the perfect time to pause and think about how you can protect your business from hacks, breaches, theft and other cyberattacks. With cybersecurity a top concern for many technology users and companies, we’re devoting today’s post to exploring cybersecurity through the lens of the Sage Intacct platform.

10/17/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Consulting, Technology

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Moving Expenses Paid by Employer

Under the TCJA, moving expenses reimbursed by an employer after December 31, 2017, will generally be taxable to the employee. The IRS has issues clarifying guidance on these moving expenses. Learn more. 

10/16/2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Crystal Christenson

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Crossing the Rubicon Part II: How Organizations Can Successfully Navigate Change

You thought you found the perfect technology solution to a challenge your organization has been dealing with for years — but when implementing the new tool, most everyone resisted using it, and very few replaced the old ways with the new. Now people have invented workarounds and figured out how to do the minimum necessary to be compliant, and the technology investment looks like a bad decision.

10/16/2018
Industries: Nonprofits
Services: Consulting, Organizational Development & Governance
By: Ryan E. Risley

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Deductibility of Business Meals

Under the TCJA, deductions for entertainment, amusement, or recreation expenditures are now 100% disallowed, rather than being 50% deductible as they were prior to the TCJA. Fortunately, the IRS has issued guidance that clarifies that food and beverage expenditures will still be 50% deductible if associated with a trade or business and specific tests are satisfied. 

10/15/2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Tax
By: Crystal Christenson

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What is the Best-of-Breed Software Model in Financial Management?

As one of the top 20 accounting and consulting firms in the nation, Wipfli has worked to become a one-stop shop for all your business needs. From tax, audit, and advisory services to cybersecurity to technology consulting, our goal is to provide our clients with the highest levels of service—no matter their needs.

10/15/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Consulting, Technology
By: Brian Dietz

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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
Services: Audit and Accounting, Tax, Consulting, Outsourcing, Private Wealth Services

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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: Technology, 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, 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

Recorded Webinar: Is Your Business Transferable?

Only 30% of private businesses are successful in their first generational transfer (70% failure rate).

Only 14% pass from the second to third generation, and only 4% make it to the fourth generation.

Do you know the characteristics that determine whether or not your business is transferable? View this on-demand webinar to learn more.

10/17/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Tax
By: Paul T. Lally

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SCOTUS Overturns Quill: What You Should Be Doing Today

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc. In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. Join Wipfli State and Local Tax (SALT) leaders to learn more about this monumental change, how it impacts manufacturers and what you should be doing today. 

10/3/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity, Tribal Gaming and Government
Services: Tax
By: Craig Cookle, Tara T. Johnson

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SCOTUS Overturns Quill - How Manufacturers Are Impacted and What You Should Be Doing Today

This summer, the U.S. Supreme Court released its highly anticipated decision in South Dakota v. Wayfair, Inc. In a five-to-four decision, the Supreme Court overturned the physical presence standard set forth in its own decision in Quill Corp. v. North Dakota. In that case, the Supreme Court ruled that a state could require a business to collect sales tax only if that business had a physical presence in that state. Join Wipfli State and Local Tax (SALT) leaders to learn more about this monumental change, how it impacts manufacturers and what you should be doing today.

9/28/2018
Industries: Manufacturing and Distribution
Services: Tax, State and Local Tax
By: Craig Cookle, Tara T. Johnson

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Transforming Team Dynamics: A Johnsonville Case Study

Hear real-world insight from a leading organization that has navigated the culture conversation with the help of the industry-leading tool, Predictive Index®.

9/26/2018
Industries: Agribusiness, Construction and Real Estate, Dealerships, FinTech, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Organizational Development & Governance
By: Shelly R. Schwane

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Position Your Casino for Growth with CasinoEdge Powered by Intacct

With an accounting system built on leading technology that automates core financial management functions, you can refocus your resources on your core business, make faster and more informed decisions, boost productivity and deliver the scale necessary for growth.

9/26/2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Lindan D. Elliott, Jason Winkler

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Webinar: Build Better Experiences with Dynamics 365 for Project Service Automation

Discover project management made efficient and cost-effective with Dynamics 365 for Project Service Automation. This solution allows businesses like yours to manage the entire customer life cycle — from sales, planning and delivery, to the quality of your service post-sale.

9/12/2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Andrew J. Potasek, Ryan C. Rademann

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Manufacturing Financial Planning and Analysis Optimization: Moving Past Results Toward Opportunities

If your manufacturing organization is focusing on future growth and really examining its financial position, it is more important now than ever to focus on planning strategies that connect the financial operations of the business with the profit centers of the enterprise. This webinar-on-demand will help leaders take planning to the next level — connecting financial insight with manufacturing operations across the entire organization.

8/22/2018
Industries: Manufacturing and Distribution
Services: Audit and Accounting, Consulting
By: Tony Cantor, Jacquie Fossett

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Webinar: Reporting Tools in Dynamics GP

When fully utilized, reporting tools provide the power and flexibility to turn data into meaningful information that can help make strategic business decisions. This webinar describes some of the reporting options available for Microsoft Dynamics GP along with a process strategy to create or modify existing reports to make them impactful for your business.

8/16/2018
Industries: Agribusiness, Construction and Real Estate, Tribal Gaming and Government, Dealerships, Financial Institutions, Financial Services, FinTech, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Consulting, Technology
By: Barbara Bell, John Kirsch

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