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 halts ERC claims processing
The IRS has suspended claims processing for employee retention tax credits.
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9/20/23
By: Gregory G. Butler
Services: Audit and Accounting, CPA Tax Services
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Hot SALT news roundup: Third quarter 2023
Learn more about the hot issues and developments in state and local tax in the third quarter of 2023 that may affect your planning for the upcoming year.
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9/20/23
By: Keela Ross
Services: State and Local Tax Services, CPA Tax Services
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6 ways technology is transforming care delivery for FQHCs
Discover how the latest healthcare technology solutions are providing new ways for FQHCs to overcome labor shortages and improve the patient experience.
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9/15/23
By: Stephanie M. Smith
Industries: Healthcare
Services: Digital Services, Business consulting services
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Increasing enrollment — and financial sustainability — in higher ed
Discover three strategies to increase college enrollment for higher ed institutions, including ways to strengthen high-demand programs and diversify offerings.
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9/12/23
By: Sean Grennan
Industries: Education
Services: Business consulting services
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Six tips to optimize your GA4 setup
Learn six ways to tweak your GA4 setup to get more accurate and useful data about your web proprieties.
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9/6/23
By: Mark Gorney
Services: Digital Services, Business consulting services
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Economic nexus reporting requirements reference table
Learn what states enacted sales tax economic nexus filing requirements or are in the process of adopting reporting requirements.
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9/1/23
By: Tara T. Johnson, Daniel N. Kidney, Keela Ross
Industries: Agribusiness, Construction and Real Estate, Dealerships, Fintech consulting services, Financial Institutions, Financial Services, Insurance, Manufacturing, Private Equity
Services: CPA Tax Services, State and Local Tax Services
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Understanding the risks and rewards of a CUSO
Learn about the benefits and potential risks of partnering with a credit union service organization to enhance your operations and better serve your members.
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8/30/23
By: Alison J. Herrick
Industries: Financial Institutions
Services: Governance, risk and compliance
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How financial institutions can invest in energy tax credits
Explore how transferability with energy tax credits is providing new opportunities for financial institutions to generate revenue and invest in sustainability.
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8/30/23
By: Meghan Gardner
Industries: Financial Institutions
Services: CPA Tax Services
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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, Business consulting services, CPA Tax Services
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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Webinar: How growth in managed care impacts senior services providers
Download our on-demand webinar and discover how senior services providers can navigate new managed care trends and negotiate better rates with data transparency.
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9/19/23
By: Tara Cohn, Tiffany Karlin
Industries: Healthcare
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How to improve financial visibility through dashboards and reports
This webinar covers how to eliminate tedious and error-prone reports from Excel, view up-to-date and accurate dashboards, and create and share custom reports.
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9/13/23
By: Brent Neitz, Shereen Mahoney
Services: Digital Services, Business consulting services
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How tribal nations maintain digital sovereignty in the Microsoft cloud
Watch our webinar for a look at how tribal nations can exercise sovereignty in the Microsoft cloud, including how to maintain control over digital assets.
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9/13/23
Industries: Tribal government business solutions
Services: Digital Services, Business consulting services
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IT Leadership Roundtable recording for August 2023
Watch our August 2023 IT Leadership Roundtable recording to learn more about the new FFIEC vendor management requirements and the benefits of a virtual CISO.
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8/30/23
Industries: Financial Institutions
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Elevate your Sage Intacct: Q3 2023
In our Elevate your Sage Intacct webinar, Wipfli dives into the new Q3 2023 features, including project budget insights and match tolerance for purchasing.
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8/23/23
By: Julie Schilz
Services: Digital Services, Business consulting services
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Clearing up common misconceptions about state tax residency
Learn how residency can impact taxes with our on-demand webinar. We explore the tax implications of living, working and estate planning in different states.
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8/10/23
By: Daniel N. Kidney, Chris Lockhart, Tiffany Kuntemeier
Services: Private client services
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Your must-see guide to obtaining energy tax credits and other incentives
If your organization wants to learn how to benefit from clean energy tax credits, this webinar offers answers.
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7/25/23
By: Teri Samples, Doug Kolker, Andrew Seifert, Sarah K. Williams
Industries: Construction and Real Estate, Manufacturing, Dealerships, Nonprofits
Services: CPA Tax Services, Energy
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Optimize your construction firm with the Microsoft cloud
Wipfli can help optimize your construction firm with cloud solutions from Microsoft. Enhance client engagements, project and supply chain management, and task automation.
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7/18/23
Industries: Construction, Real Estate
Services: Digital Services, Business consulting services
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