Insights - Wipfli

Articles

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Tiffany Karlin Jul 16, 2026 6 min read

Senior living providers are missing out on valuable revenue opportunities. Here’s how to change that.
- Healthcare
- Organizational performance
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Dannielle Lewis Jul 14, 2026 7 min read

How to evaluate 2026 Opportunity Zone tax benefits
- Real estate
- Tax
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Rochelle Dahmen Jul 14, 2026 6 min read

Hidden healthcare revenue: Protecting financial performance in a challenging environment
- 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 man and a woman looking at a laptop

Dannielle Lewis Jul 14, 2026

Opportunity Zones 2.0: New tax strategy and structuring guidance to unlock returns

Learn how Opportunity Zones 2.0 changes investment strategy, compliance, structuring and timing for investors and developers.

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Hospital Conference Meeting Room: Senior Male Physician Holds Tablet Computer and Talks to Team of Medical Doctors Discuss Patient Treatment. Research Scientists Talk of Drug, Medicine Development

Wipfli Insights Team Jun 25, 2026

Find hidden revenue without adding services or staff

Learn practical ways to reduce hospital revenue leakage, recover earned revenue and improve financial performance — without adding staff or technology.

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

Reed Klinkhammer 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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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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A diverse group of business professionals working together in a meeting.

Advancing the mission through trust and technology

Easterseals New Jersey

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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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