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Articles & E-Books

Thought-provoking insights on long-range organizational issues.

Wipfli is dedicated to business leaders and their organizations. We bring you thought-provoking articles on long-range organizational issues related to people, processes, technology, customers, and financial management.

CECL adopters vs. non-adopters: Comparing ALLL to loans

In part two of our planned multi-part series, we continue to follow the migration of the allowance for loan and lease losses (ALLL) for banks that have adopted Accounting Standards Codification (ASC) 326 – Financial Instruments – Credit Losses (CECL) compared to non-adopters, as well as the impact of the COVID-19 pandemic on loan loss provisioning.

Sep 18, 2020
Industries: Financial Institutions
By: John Erwin

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What triggering terms activate rules in financial institution advertising

With more people interacting with financial institutions online, there is an opportunity for more online advertising.

Online advertising can be an effective way to communicate quickly with current customers and members — and also potential customers and members. But financial institutions have to ensure their ads follow the applicable regulations, such as Regulation B, Regulation Z, Regulation DD, Fair Housing Act.

Sep 17, 2020
Industries: Financial Institutions
By: Amanda L. Knudsen

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4 reasons why right now is the best time to gift your business

Gifting stock in a closely held business is often a good technique to transfer assets out of someone’s estate if they are concerned it will be subject to estate taxes in the future.

Sep 17, 2020
Services: Business Valuations, M&A and Transaction Support
By: Audra M. Moncur

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NACHA rules for WEB debit entries

As the volume of interactions and transactions between financial institutions and clients continues shifting toward an electronic environment, financial institutions should expect commercial clients to seek convenient, electronic methods of doing business with their customer base.

Sep 16, 2020
Industries: Financial Institutions

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FinCEN guidance on hemp-related customers

On June 29, 2020, the Financial Crimes Enforcement Network (FinCEN) issued long-awaited guidance to assist financial institutions with navigating the customer due diligence (CDD) requirements for banking hemp-related customers.

Sep 15, 2020
Industries: Financial Institutions
By: Robin Guthridge

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A trap for the unwary in the CARES Act ‘retail glitch’ fix

When the CARES Act provided a technical correction for the so-called “retail glitch” in the Tax Cuts and Jobs Act, it also created a trap that could cause taxpayers to permanently lose future qualified improvement property (QIP) depreciation deductions.

Sep 08, 2020
Industries: Construction and Real Estate
Services: Tax
By: Brianna N. Komppa

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How cash flow planning can help your business grow

Back in March, was your business able to predict what your cash flow would look like right now in September? Do you know what your cash flow will look like in another six months?

As businesses continue to navigate cash-flow concerns, the COVID-19 pandemic has only highlighted the importance of Financial Planning and Analysis (FP&A).

Sep 04, 2020
Services: Audit and Accounting
By: Tony Cantor

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How to design human-centered digital products from the start

In the U.S., it’s estimated that roughly 80% of the total population — that’s more than 260 million people — use a smartphone. Unsurprisingly, consumer behavior and preference toward mobile has evolved — rather rapidly — from skepticism to total reliance.

Sep 04, 2020
Industries: Technology Industry
Services: Tech Consulting, Consulting

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How healthcare organizations can protect their data within Microsoft cloud systems

A common concern in the healthcare industry is that using cloud-based collaboration suites like Microsoft 365 and Teams exposes an organization to HIPAA violations. The truth is, Microsoft 365 can be easily configured to support HIPAA security and privacy requirements. 

Sep 02, 2020
Industries: Healthcare
Services: Consulting, Tech Consulting
By: Jason Vander Velde

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Nonprofit charitable organizations & elections: A recipe for disaster

Since it’s election season — and a big one at that — we wanted to help nonprofit organizations understand what they can and cannot do in regard to politics in order to keep their tax-exempt status.

Sep 02, 2020
Industries: Nonprofits, Governments
Services: Tax
By: Terri Rexrode

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