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.
Taxes March 27, 2023
How Client Conversations Can Turn Tax Season Into Opportunity Season
This offers ideal opportunities to strengthen client relationships and even potentially put better processes and procedures in place ahead of next year’s tax season.
Taxes March 24, 2023
A SIMPLE Way to Retirement Savings
The required minimum distribution (RMD) rules apply to SIMPLEs. Beginning in 2023, the new law increases the age threshold to 73, up from 72 under the initial SECURE Act.
Accounting March 24, 2023
State CPA Societies in Action: New York State Society of CPAs
The NYSSCPA offers networking opportunities for CPAs, along with CPE courses and conferences, over 50 committees that cover various specializations, and also publishes the CPA Journal.
Firm Management March 23, 2023
Scaling Up Your B2B Marketing Efforts: Tips and Techniques for High-Growth Firms
Scaling your B2B marketing efforts can be challenging, as it requires a different set of skills and tactics compared to those used in the early stages of your firm.
Payroll March 22, 2023
401(k)s Are Now Open to More Part-Time Workers
The 401(k) plan is one of the most popular qualified retirement plans around. However, in the past eligibility was generally restricted to an employer’s full-time employees.
Taxes March 22, 2023
New Tax Law Boosts ABLE Accounts
If you meet the tax law requirements and are receiving Supplementary Security Income (SSI) and/or Medicaid benefits, you’re automatically eligible to participate.
Accounting March 21, 2023
Assessing an Accountant’s Suitability for Remote Working
Among staff who have become remote workers, some thrive in this ‘new normal,’ whilst others genuinely miss the in-person interactions, even if they don’t miss the commute.
Firm Management March 21, 2023
AI-Augmented Marketing Operations
In the accounting profession, staying on top of current trends and looking for ways to leverage them as part of your growth strategy is crucial.
Small Business March 21, 2023
Small Businesses Can Have Fortune 500 Tools, Here’s How
Modeling the future like a Fortune 500 company isn’t outside the realm of possibility for small businesses and their accountants.
Payroll March 21, 2023
What’s a $100,000 Salary Worth Across America
SmartAsset used its paycheck calculator to apply taxes to an annual salary of $100,000, and adjusted the amount for the local cost of living, including housing, groceries, utilities, transportation and other goods and services...
Accounting March 20, 2023
How to Become a Virtual CFO
A VCFO can work with any client in any location. You’re not bound by location, which dramatically expands opportunities for the companies you can provide services for.
Taxes March 20, 2023
The Tax Blotter – March 2023
Many of the changes for individuals in the Tax Cuts and Jobs Act (TCJA) are temporary and are scheduled to expire after 2025. But some are permanent provisions of the tax code.