A Constant Amongst Change

Stock market record highs and record daily drops, trade tariffs, rising interest rates, FinTech expansion, Artificial Intelligence and machine learning, implementation of sweeping tax law changes, cryptocurrency market volatility — these are just a few of the many changes in our world in 2018. No doubt 2019 will bring its share as well.  

It has been said that the pace of change in our ever-changing world will only increase going forward. One thing that has not changed is the importance of working with the right tax advisors for your financial institution, particularly when it comes to mergers and acquisitions and the significant effect tax planning (or lack thereof) can have on the outcome. The stakes are too high and the topic too complex to work with anyone but professionals with deep industry and transactional experience. If a potential acquisition or sale is part of your strategic plan or even an occasional topic in your board room, include your Wipfli tax professionals well before negotiations begin. We’ll provide you with meaningful strategic and practical guidance on the various tax structures and their effects on the buyer and seller, arming you with the information you need as you get started. We’ll work with you throughout the process, focusing on your success.

Having the right advisors by your side can make all the difference in the world. That’s one thing that remains unchanged in 2019 — and beyond.