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

Creating Customer Statements in QuickBooks

Invoices not being paid promptly? Customers questioning their payment history? Create statements.

QuickBooks’ statements provide an overview of every transaction that has occurred between you and individual customers during a specified period of time. They’re easy to create, easy to understand, and can be effective at resolving payment disputes.

Oct 13, 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: Audit and Accounting, Business Advisory

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Are You Using QuickBooks Online's Mobile App?

Even if you don’t travel for work (but especially if you do), you should explore what QuickBooks Online’s mobile app has to offer.

You already know how convenient it is to be able to access your company’s financial data from any desktop or laptop computer that has an internet connection. Still, there are times when you’d like to be able to complete some of your accounting tasks without firing up a full-blown browser and logging on to QuickBooks Online.

Oct 13, 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: Audit and Accounting, Business Advisory

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2017 Wisconsin Budget Bill Updates

On September 21, 2017, the Governor of Wisconsin signed into law the 2017-2019 budget bill (2017 Wisconsin Act 59), which included many changes to the state of Wisconsin’s tax system. The changes affect sales and use taxes, individual income taxes, corporate income taxes, and property taxes.

Oct 06, 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: Tax

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Five Considerations When You Have a Sales and Use Tax Question and Your Crystal Ball is “Out of Order”

Oh, to live in a world where all sales and use tax questions are easily answered! Unfortunately, such a tax utopia does not currently exist. In reality, sales tax matters can be very complex, with limited state guidance on certain issues. It may be even more difficult to find an answer when your situation is unique. What’s a well-meaning, law-abiding taxpayer to do? This article addresses some ways in which taxpayers go about finding answers to their state and local tax questions and the pitfalls they encounter.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Tara T. Johnson

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Gotcha! How a state finds a non-filer.

Things that we should be doing are often overshadowed by the activities that we are currently performing and that seem to be working for us. As companies continue to expand their sales across the country, a growing company may not realize the required tax filings needed in the various states. Oftentimes, it may take a state a few years to catch up with a new taxpayer…but eventually they need to pay the piper.


Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Jessica L. Macklin

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New Trend in State Sales Taxation – Pennsylvania’s Proposed Warehouse Tax

A growing trend in state sales and use taxation is to extend the state’s sales and use tax rate to currently exempted services in hopes to bring in additional revenue to offset budget deficits.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
Services: Tax
By: Craig Cookle

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Seven Noteworthy Trends and Highlights in State and Local Tax

As we march steadily toward year-end (boy, didn’t that happen quickly?), we thought it might be a good time to let you know some of the things that are “going on” in state and local tax. Though it would be impossible to cover everything that has impacted the world of state and local taxes, this article addresses some of the highlights and trends.

Oct 04, 2017
Industries: Agribusiness, Construction and Real Estate, Dealerships, Freshwater, Manufacturing and Distribution, Private Equity
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

Tax Planning Strategies and Opportunities for Manufacturers in 2017

To implement successful tax planning strategies and potentially reduce your manufacturing company’s overall tax burden, it’s important to understand the opportunities available as well as the risks to avoid. View this on-demand webinar to gain insights on minimizing multi-state tax exposure, leveraging tax credits and incentives, and maintaining proper documentation to support tax-saving strategies.

Oct 18, 2017
Industries: Manufacturing and Distribution
Services: Tax
By: Brian Lightfield, Tanya Malaney, Kory C. Kebert

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Hacking the Financial Institution: New Developments in Cybersecurity Regulation, Examination and Incindent Response

Your institution has been hacked!

Was your institution ready? What are your next steps? Who is in charge? Who do you notify? Should you notify anyone? How do you protect your institution and prevent this from occurring again?

Oct 06, 2017
Industries: Financial Institutions, Private Equity, Financial Services
Services: Consulting

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New FASB Revenue Recognition Standards Actions You Should Take Now - Part 2

In this second webinar, you learned how Sage Intacct, a best in class ERP solutions, helps you master your transition to ASC 606 in an efficient and cost-effective effective manner. This webinar includes a product demonstration on Sage Intacct and how it can improve your transition.

Sep 20, 2017
Industries: Construction and Real Estate, Health Care, Private Equity
Services: Audit and Accounting
By: Brian Dietz

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To Catch a Thief Webinar

The results of your latest penetration test are in – and they are brutal. You've patched your systems, AV is up to date… but the tester took it all.

Sep 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: Governance, Risk, and Compliance
By: Travis Kaun

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ACH Update Webinar

Electronic payments via ACH continue to evolve as technology and other factors change the way we do things. Consequently, NACHA Operating Rules continually change also. This recorded webinar covers approved NACHA rule changes and gives insight into issues we see financial institutions facing as a result of examiner scrutiny and the changing electronic payments environment.

Aug 18, 2017
Industries: Financial Institutions
By: Nicole Meinhardt, Tim Tedrick

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New FASB Revenue Recognition Standards Actions You Should Take Now - Part 1

In May 2014, the Financial Accounting Standards Board (FASB) issued the final standard on revenue from contracts with customers, Accounting Standards Codification (ASC) Topic 606. It has been described as one of the largest changes to GAAP in over a generation.  
 
The new standard supersedes most current revenue recognition guidance and is designed to create consistency across industries, enrich financial disclosure, and enhance comparability for those relying on financial statements.

Aug 17, 2017
Industries: Construction and Real Estate, Health Care, Manufacturing and Distribution, Private Equity, Insurance
Services: Audit and Accounting, Consulting, Technology, Business Advisory
By: Brian Dietz, Colleen Cooke-Varallo

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Accelerate Your Performance With Dynamics 365

Wipfli experts explore how Dynamics 365 for sales can help your sales teams, management, and executives gain valuable insight into your organization’s relationships, sales, and performance.

Aug 16, 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: Technology
By: Andrew J. Potasek, Ryan Swiderski

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