Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
June 21, 2023
Rolling out Your Firm’s WISP – A Practical Guide for Firm Owners
It only takes one breach to destroy a firm’s good reputation, and breaches are stressful and costly to remediate. Plus, most firms cannot afford the possible FTC penalties for non-compliance.
Accounting June 20, 2023
Confused about IRS Pub 4557 vs FTC Safeguards Rule, and Which Applies to Your Firm?
Practitioners who fall under the ruling may be subject to an investigation by the FTC which could result in steep penalties and fines for not complying - up to $43,000 per day.
Accounting June 20, 2023
How Cloud Hosting Fuels Talent, Consolidation, and Data Security
Many firms are looking to technology solutions to address these challenges, streamline productivity, reduce security risks, and focus on revenue-generation.
Accounting June 19, 2023
Attention, Soon-to-be-Accountants: Governments Need You
A lack of accountants and auditors has left several municipalities without credit ratings. Here are a few ways to tackle this problem.
Taxes June 15, 2023
Ins and Outs of the Home Sale Exclusion
Here are several key points about the home sale exclusion that you should know about before you hand over the keys.
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Accounting June 15, 2023
State CPA Societies in Action: Florida Institute of CPAs (FICPA)
Founded in 1905, the Florida Institute of Certified Public Accountants (FICPA) is the premier association serving CPAs, accountants and financial professionals in the state of Florida.
Payroll June 15, 2023
Returning to the Office? The Remote Work Reckoning
Employees with hybrid work arrangements report the greatest job satisfaction compared to fully remote or fully on-premises workers.
Taxes June 15, 2023
Key In on Improved Home Energy Credits
The IRS is reminding taxpayers that they may qualify for expanded home energy credits in 2023 (IR-2023-97, 5/4/23) There are two types of credits.
Taxes June 15, 2023
The IRS and Gambling – The Tax Blotter – June 16, 2023
Taxpayers can claim a limited deduction for gambling losses, but the IRS keeps close tabs on these write-offs.
Accounting June 14, 2023
WISP Required! Key Components in Your Firm’s Written Information Security Plan
While primarily targeted at companies maintaining more than 5,000 client records (think tax returns), certain safeguard components are required for firms with fewer than 5,000 records.
Firm Management June 14, 2023
Redefining Success: What It Looks Like When Growth Isn’t the Top Priority
A lifestyle accounting firm emphasizes the personal lives of their employees in a way that focuses on balance, which may look different from a firm where scaling financial growth is the main priority.
Firm Management June 14, 2023
Navigating the Competitive Recruitment Landscape: Marketing Strategies for Success
Summer is a wonderful time to update your firm’s recruiting marketing efforts because there are many opportunities to showcase employees.