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

Hospital-Physician Leasing Arrangements: If You’ve Seen One, You’ve Seen One

Structuring legally compliant hospital-physician leases and establishing fair market value (FMV) rental rates can be challenging. This is especially true given that scrutiny has increased greatly over the past decade, with the government taking aim at fraud and questionable arrangements and more fervently enforcing the Stark Law and Anti-Kickback Statute (AKS). When regulatory and reimbursement pressures are combined with the wide variety of leasing arrangements, it’s easy to see why obtaining an independent valuation can be a prudent move.

May 25, 2017
Industries: Health Care
Services: Business Advisory
By: Lisa M. Cribben, Francis P. Egan

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Wipfli Alerts & Updates: Health Savings Account Cost of Living Adjustments for 2018

The Internal Revenue Service has announced the annual cost-of-living adjustments for Health Savings Account (HSA) contribution limits for calendar year 2018. These limits apply for qualifying High Deductible Health Plan (HDHP) deductibles and out-of-pocket maximums. Plan sponsors should verify that their administrative and payroll systems reflect the appropriate limits. 

May 24, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Financial Institutions, Financial Services, Freshwater, Governments, Health Care, Insurance, Manufacturing and Distribution, Nonprofits, Private Equity
Services: Business Advisory

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Succession Planning: A Critical Talent Retention Strategy

From the regulators to the board of directors, to bank executives to human resources leaders, succession planning and talent retention is a hot topic!  Not only is finding quality talent a challenge faced by every organization in every industry at every level, but retaining that highly sought after talent has also become a significant challenge—particularly for the banking industry.

May 24, 2017
Industries: Financial Services, Financial Institutions
By: Julia A. Johnson

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Cost Segregation Studies: Understanding the Application of Income Tax Analysis to Property Tax and Sales Tax Reporting

To get the most state-tax-favorable treatment for your construction project, it is important to understand the potential integration between the cost segregation study and sales and property taxes. Understanding your study will ensure that your company will use the information from the study to properly report both sales/use and property taxes. Used properly, the cost segregation study may also provide valuable substantiation for property and sales tax opportunities available to your organization.

May 23, 2017
Services: Tax
By: Daryl L. Ohland

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Demystifying Out-of-State Sales Tax Registration

Companies should be reviewing their sales tax filing requirements in other states regularly, even long before they hire their first out-of-state employee. We find that companies may not think this is necessary because of two misunderstandings that occur with regard to filing requirements.

May 23, 2017
Services: Tax
By: Daryl L. Ohland

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Handling a Sales and Use Tax Audit: What You Don’t Know Could Hurt You

You didn’t ask for it, but you have been selected for and notified of a sales tax audit! You immediately ask yourself, “What should I do?”  While the requested lists of records and documents that will be reviewed appear straightforward, there is much more to handling a sales tax audit. There are a lot of potential pitfalls during the interaction with auditors that may occur as you address the questions they typically ask. 

May 23, 2017
Services: Tax
By: Daryl L. Ohland

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Minnesota Provides Up-Front Sales Tax Exemption on Capital Equipment

Minnesota law allows a sales and use tax exemption at the time of purchase on qualified capital equipment; previously a purchaser was required to file a refund claim for any tax paid at time of purchase. 

May 23, 2017
Services: Tax
By: Jessica L. Macklin

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Sales Tax and Technology Solutions- Accepting the Mission Impossible

An often overlooked item in a software and technology implementation is the sales tax treatment of the transaction. This article features 10 tips to help you navigate the complex sales tax world of technology solutions.

 

May 18, 2017
Services: Tax
By: Linda J. Feirn

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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

IT Examination Hot Topics – Cybersecurity: Recorded Webinar

You can’t have an effective cybersecurity strategy if you don’t know what you’re up against. This recorded webinar will discuss the latest threats to your customer information.

Feb 24, 2017
Industries: Financial Institutions, Financial Services
Services: Consulting
By: Matthew T. Janoski, Travis Wouters

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2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part II

This webinar provides you with an overview of Medicare’s final rules and changes for physician services most affected by the 2017 changes. Click the link for additional details.  

Jan 18, 2017
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith Holloway

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2017 Medicare Payment System Changes: Understanding the Impact Webinar - Part I

This webinar provides you with an overview of Medicare’s final rules and changes for hospitals and rural health providers most affected by the 2017 changes. Click the link for additional details. 

Jan 11, 2017
Industries: Health Care
By: Jeff Bramschreiber, Jeanne M. Chapdelaine, Jeffrey M. Johnson, Judith Holloway

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Tax Update for Financial Institutions

Our tax environment is constantly changing! Given the high tax rate environment, it is more important than ever to understand these tax changes and how they impact your financial institution. This webinar gives an update of the most important tax changes affecting the financial institution industry. Click the link for more information. 

Dec 09, 2016
Industries: Financial Institutions
Services: Tax
By: Jason J. Wimmer

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Getting Ready for CECL

FASB’s credit impairment standard for financial instruments is here—so now what do we do?  This recorded webinar will help management of financial institutions start to figure out what their institution should be doing now to be ready for CECL when it becomes effective. Click the link for more information. 

Dec 06, 2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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Audit and Accounting Update for Financial Institutions

Wipfli’s audit and accounting webinar updates you on final accounting rules effective for 2016 and 2017, as well as some rules that have been finalized but will not be effective for several years. Click the link for more information. 

Nov 22, 2016
Industries: Financial Institutions
Services: Audit and Accounting
By: Brett D. Schwantes

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Impactful Tax Planning and Savings Strategies for Manufacturers

The proper application of tax strategies can help manufacturers maximize tax savings, potentially improving cash flow that can be applied to help realize long-term, successful growth with a competitive edge. This webinar is intended for business owners, CFOs, CEOs, controllers, and accounting professionals looking to minimize tax exposure and reduce tax liability. Click the link for more information. 

Nov 15, 2016
Industries: Manufacturing and Distribution
Services: Tax
By: Jeffrey R. Fritz, Samantha A. Wimmer

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Window of Opportunity Closing for Intra-Family Tax Discounts

In August, the IRS unveiled long-awaited proposed Regulations under IRC 2704, which deal with valuation discounts for estate and gift tax purposes. Get the details and understand what you can do now to help in your estate tax planning efforts. Click the link for more information. 

Nov 03, 2016
Services: Tax
By: Ryan P. Laughlin, Audra M. Moncur

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