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

It's Going to Be a Busy Summer at the IRS

Acting IRS Commissioner David KIautter recently provided some details on the daunting scope of the IRS’s preparations for next year’s filing season as a result of the changes brought about by the TCJA.

 

Apr 23, 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: Tax
By: Crystal Christenson

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Three Red Flags Your Accounting System Is Failing to Support Your Business

The goal of every business is to grow, but often its accounting system gets left behind. Many finance departments are working with technology half as effective as it could be or using outdated systems that only pile more work onto employees’ plates.

Apr 20, 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: Consulting, Technology
By: Shereen Mahoney

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Russian State-Sponsored Cyber Actors Are Targeting Network Infrastructure Devices

The FBI, Department of Homeland Security (DHS) and the United Kingdom’s National Cyber Security Centre (NCSC) have issued a joint alert warning that Russian state-sponsored hackers are targeting public-facing networking equipment.  

Apr 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: Governance, Risk, and Compliance

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Latest FFIEC Cyber Insurance Guidance - One Size Does Not Fit All

The Federal Financial Institutions Examination Council (FFIEC) recently released a Joint Statement entitled Cyber Insurance and Its Potential Role in Risk Management Programs, highlighting the importance of cyber insurance and providing some considerations for how to best understand your financial institution’s insurance needs, evaluate providers, and understand different coverage levels. While cyber insurance is not required by regulatory agencies, it is an area that your management team and board of directors should pay attention to.

Apr 18, 2018
Industries: Financial Institutions
By: Pedro J. Pinto

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You Are Not the Only One With Questions in Search of Answers

We all have questions on the practical application of TCJA: how it will impact our business and personal tax returns and what we can do now to minimize the resulting tax liabilities. 

Apr 17, 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: Tax
By: Crystal Christenson

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How Transition Planning Can Be a GPS for Your Business

Most successful entrepreneurs have built their lives and businesses upon well thought-out processes to avoid not knowing where they’re going. Yet why do only about 20% of entrepreneurs have a written succession plan? Maybe, while inevitable, it’s a trip they don’t want to take!

Apr 16, 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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Using Data Analytics to Identify Errors, Waste and Abuse

Mistakes happen in organizations of all sizes and types. Unfortunately, so does fraud. Data analytics offers organizations an efficient and effective way to monitor what’s occurring so they can spot concerns before they cause problems.

Apr 12, 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: Marc W. Courey

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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

What Ag Producers Need to Know About the New Tax Law

The Tax Cuts and Jobs Act of 2017 provided sweeping changes in tax law for businesses, trusts, and individuals. While much of the impact is beneficial for ag producers, it’s important to examine how the changes will impact short-term and long-term goals. This on-demand webinar was designed especially for ag producers, and provides a high-level and practical look at the changes affecting tax year 2018 and beyond.  

Mar 28, 2018
Industries: Agribusiness
Services: Tax
By: Bradley Cook, Justin Van Zuiden, Dustin Wiesner

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IT Examination Hot Topics - Cybersecurity

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

Mar 20, 2018
Industries: Financial Institutions
By: Travis Wouters, James A. Marks

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FinTech Update for Financial Institutions

Wipfli’s biannual FinTech webinar updates you on developments in FinTech, the potential impact on financial institutions, and technological advancements.

Mar 16, 2018
Industries: Financial Institutions, FinTech
Services: Consulting
By: Girish M. Ramachandra, David Schroepfer

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Sales and Use Tax Update for Wisconsin Contractors

Are you keeping up-to-date on all the changes in sales tax rules for construction projects? Over the past few years, there have been various sales tax legislation changes impacting contractors. Brush up on your knowledge of how sales and use taxes need to be factored into your bids and the support you need to document the exemption. Don’t let a 5% sales tax impact cause you to lose a bid.

Mar 09, 2018
Industries: Construction and Real Estate
Services: Tax
By: Craig Cookle, Daryl L. Ohland

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Recorded Webinar - Webinar: Close the Technology Skills Gap (Dynamics GP)

Experience MyTraining, a customizable training portal built on best practices for organizations like yours. We will review our training recommendations pertaining to Dynamics GP and cover new training options for Office Suite including Outlook, Excel, Skype for Business, and more. 

Feb 28, 2018
Industries: Agribusiness, Business Continuity Exercise Workshop, 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: Barbara Bell, Mark A. Burger

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Manufacturing Workforce Woes: The Business Case for Amped-Up Acquisition and Retention Strategies

If your organization is focusing on future growth, it is now more important than ever for manufacturing leaders to focus on strategies to find and keep good employees. In this on-demand webinar, Deb Marshall, a seasoned HR professional with more than 25 years of experience, explores options and ideas you can consider doing today to improve your ability to both find a supply of new workers and develop/retain your existing workforce (plant and professional).

Feb 22, 2018
Industries: Manufacturing and Distribution
Services: Consulting, Business Advisory
By: Deborah S. Marshall

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Recorded Webinar: Tax Cuts and Jobs Act: What Individuals Need to Know

This webinar provides a comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.

Feb 13, 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: Tax
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher, Ryan P. Laughlin

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Recorded Webinar: Tax Cuts and Jobs Act: What Businesses Need to Know

This webinar provides a comprehensive overview of the changes impacting business entities along with a review of tax planning considerations for owners, investors and executives.  

Feb 13, 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: Tax
By: Gregory G. Butler, Crystal Christenson, Kelly M. Fisher, Ryan P. Laughlin

> Read More