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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.

5 strategic steps to meet looming HHS reporting deadline

Here are five steps to help healthcare providers meet HHS September 30 deadline for filing Period 1 COVID-19 relief fund data.

Jul 29, 2021
Industries: Healthcare

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Economic Nexus Reporting Requirements Reference Table

The states listed in the table below have either enacted sales tax economic nexus filing requirements or are in the process of adopting reporting requirements either legislatively or through administrative rule as of November 5, 2019. Keep in mind that the sales threshold may be defined differently from state to state. The sales threshold may be a combination of both taxable and exempt sales or taxable sales only.

Jul 29, 2021
Industries: Agribusiness, Construction and Real Estate, Dealerships, Fintech, Financial Institutions, Financial Services, Insurance, Manufacturing and Distribution, Private Equity
Services: CPA Tax Services, State Tax Services
By: Tara T. Johnson, Daniel N. Kidney

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Is your digital strategy a competitive advantage?

Competition among registered investment advisor firms is heating up. A firm’s digital strategy can provide a competitive advantage.

Jul 28, 2021
Industries: Wealth and asset management
By: Tim Fargo

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Registered investment advisor: Be proactive, compliance matters

Registered investment advisors can easily run afoul with all complicated regulations promulgated by the Securities and Exchange Commission, which is why turning to a professional can help.

Jul 28, 2021
Industries: Wealth and asset management
By: Rusty A. Planert

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$1.8 million penalty issued to financial services firms, signaling increased enforcement of NYDFS cybersecurity regulations

In April 2021, the New York Department of Financial Services (NYDFS) announced it levied a fine against First Unum Life Insurance Company and Paul Revere Life Insurance Company for violations of NYDFS’s Cybersecurity Regulations. The companies are subject to a $1.8 million penalty for failure to comply.

Jul 28, 2021
Industries: Financial Institutions
Services: Business consulting services, Fraud and Forensic Services, Cybersecurity
By: Tom Wojcinski

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Federal Reserve announces FedLine Solutions Security and Resiliency Assurance Program

In response to the increased risk and evolution of the threats surrounding the FedLine platforms, the Federal Reserve has announced a new program, FedLine Solutions Security and Resiliency Assurance Program.

Jul 27, 2021
Industries: Financial Institutions
Services: Business consulting services
By: Matthew T. Janoski

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These 3 shifts in manufacturing are driving Industry 4.0

Manufacturers who hear more and more about Industry 4.0  may be wondering, where’s it coming from? 

Jul 27, 2021
Industries: Manufacturing and Distribution, Industry 4.0
By: Jake R. Rohrer, Anirudh Nadkarni, Joe Girard

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What is Industry 4.0, and why does it matter?

There always seems to be a next big thing in manufacturing. It certainly speaks to the importance of the industry and its enviable ability to keep evolving in order to get better, more efficient and more productive. But it can seem hard to keep up with.

Jul 26, 2021
Industries: Manufacturing and Distribution, Industry 4.0
By: Jake R. Rohrer, Anirudh Nadkarni, Joe Girard

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GASB amends capital asset implementation guidance

The Government Accounting Standards Board (GASB) recently issued an implementation guide to help governments adopt new accounting standards and further clarify existing standards. Implementation guides are authoritative Category B guidance, which means government entities should incorporate the guidance into their financial reporting, as applicable.

Jul 26, 2021
Industries: Nonprofits
By: Sara McKenna

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FBI warns that cybercriminals are impersonating construction companies

The FBI’s cyber division has released an important alert to businesses across the U.S. The alert warns that cybercriminals are impersonating construction companies and using business email compromise (BEC) to defraud businesses that have pre-existing relationships with those construction companies.

Jul 22, 2021
Industries: Construction and Real Estate
Services: Business consulting services, Cybersecurity, Fraud and Forensic Services
By: David G. Friedman

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