Insights - Wipfli

Articles

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Austin DeMoss Jun 23, 2026 4 min read

Colorado just enacted 4 major state tax changes. What do taxpayers need to know?
- Tax
- State and local tax
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Robin Early Jun 23, 2026 7 min read

Why AI should be part of every credit union’s member experience strategy
- Financial services
- Organizational performance
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April D. Bacon Jun 16, 2026 5 min read

Tribal gaming trends: What are tribal leaders seeing in summer 2026?
- Tribal gaming
- Technology consulting
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E-books

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Wipfli Insights Team Jun 01, 2026 1 min read

Grow, protect, adapt: A mid-market strategy for where to act next
- Organizational performance
- Strategy and operations
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Sean LaFortune May 29, 2026 1 min read

Growth under pressure
- Assurance
- Accounting
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Wipfli Insights Team Mar 30, 2026 2 min read

Leading through people pressure
- Organizational performance
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Videos & Webcasts

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A person wearing glasses with a reflection of artificial intelligence technology on their laptop.

Wipfli Insights Team Jun 18, 2026

AI in NetSuite: Practical use cases, strategies and tools

See how real organizations use AI in Oracle NetSuite. This webinar covers real use cases, practical applications, and strategy and governance lessons from real environments.

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businessman presenting strategy to a diverse team in a modern boardroom

Gautam Kasturi Jun 04, 2026

IT Leadership Roundtable: Evaluating hosting and “as-a-service” infrastructure models

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

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a professional discussion between two individuals in an office setting using a laptop

Chris Lockhart May 28, 2026

More than a return: Why you need a proactive tax plan

Explore tax planning strategies for high-net-worth individuals. Learn how proactive, year-round planning can reduce exposure and uncover opportunities.

Private client

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Research Reports

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Jan 26, 2026 The state of the credit union industry 2026 research report
Credit unions are ready for reinvention. The 2026 state of the credit union industry report examines how leaders are adapting strategies to meet modern member needs.
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Jan 26, 2026 The state of the banking industry 2026 research report
The 2026 state of the banking industry report examines how financial institution leaders are working to grow, modernize and protect their organizations amid new digital realities.
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Dec 16, 2025 The state of the asset management industry 2026 research report
Wipfli’s 2026 “State of the asset management industry” report offers industry insights for the coming year.
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Dec 16, 2025 The state of the wealth management industry 2026 research report
Wipfli surveyed wealth management executives to understand their economic outlook, strategic priorities and top challenges for the year ahead. Explore practical insights on how firms can sustain confidence, prioritize investments and navigate complexity.
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Podcasts

Robert H. Zondag May 27, 2026

Bank on Wipfli podcast: How to reduce your tax burden when selling an RIA firm

Selling an RIA firm? Learn how to structure your firm to reduce your tax burden and walk away with more cash after the sale.
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Robert H. Zondag Apr 13, 2026

Bank on Wipfli podcast: Is your compliance program built to last?

In this episode of Bank on Wipfli, we discuss how financial institutions can strengthen their compliance programs in an increasingly complex regulatory environment. Wipfli’s Robert H. Zondag and Tracy Bush explore practical approaches to compliance management.
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Robert H. Zondag Dec 18, 2025

Bank on Wipfli podcast: How will wealth management change in 2026?

Join Wipfli’s Robert Zondag for a conversation about where the wealth management industry is headed in 2026. Learn how firms are evolving, including via new business models, recruiting strategies and private equity partnerships.
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Case Studies

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medical team hear presentations from business

Strengthening analytics with Epic transition

Lawndale Christian Health Center

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group of factory workers

Improving operations and increasing profitability

LMC Industries, Inc.

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construction workers talking around a table

Transforming payroll for exponential expansion

Allstar Services

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