Insights - Wipfli

Articles

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Brandon Breslin Jun 01, 2026 3 min read

AI in PCI compliance: Where it adds value — and where it creates risk
- Risk advisory
- Marketing compliance
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Tony Jarnigan Jun 01, 2026 3 min read

TCPA revocation of consent rules are reshaping litigation risk
- Risk advisory
- Marketing compliance
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Daniel Winokur May 29, 2026 4 min read

4 workforce strategies to boost your FQHC’s financial health
- Healthcare
- Organizational performance
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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 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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woman on a computer

Julie Schilz May 27, 2026

Elevate your Sage Intacct: Q2 2026 release

See new features and enhancements from the Q2 2026 Sage Intacct release in this webinar. Learn about AI Gateway, AP automation, reporting updates and key workflow enhancements.

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Two Software developers in modern office collaborating analysing the coding on computer screen. Colleague working together on the same codebase, discussing algorithms, and improving code quality. Code Review/Debugging, Analysing logic, identifying issues, and finding solutions in real-time.

Chris Janke May 19, 2026

Top security gaps in tribal casinos: What physical pen testing reveals

Learn how physical penetration testing uncovers hidden security gaps in tribal casinos. This session explores what’s often missed — and how to close the gaps.

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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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© “Wipfli” is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.