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.
December 4, 2022
How To Advise Clients on Long-Term Care Options
LTCI is a very complicated topic, but, though you may not be able to provide expert guidance, there are ways you can start your clients thinking about this very important topic.
Payroll December 1, 2022
Worker Shortages May Be Permanent
The lack of workers presents a problem to more than just employers. It has impacted many across the country.
Accounting December 1, 2022
How to Choose an Offshore Tax Partner
Before you jump in and start researching accounting offshoring partners, a few areas need to be understood.
Payroll December 1, 2022
How Businesses Can Prepare for Layoffs, Furloughs or RIFs
If the need to reduce staff reaches your workplace, there are a number of issues that you must carefully evaluate before taking action.
Firm Management November 30, 2022
Creating an Effective Client Intake Process
Despite its importance, few firms put much energy into optimizing their client intake process. They identify their ideal clients, spend time packaging and
Technology November 29, 2022
Is Technology Making Your Life Easier or Creating More Stress?
We all look to technology as a solution to overwork, but is it possible that the latest technology is contributing to your current stress levels?
Taxes November 29, 2022
How to Salvage a Partial Home Sale Exclusion
Under the current rules, a short-term gain on property held for a year or less is taxed at ordinary income rates topping out at 37%.
Payroll November 29, 2022
How to Prepare for a Recession: Make Your Accounting Firm Recession-Proof
Recession-proofing your firm is only as successful as recession-proofing your clients’ businesses. The recession will end at one point. But the client relationships you preserve will last well beyond.
Taxes November 28, 2022
Home Sale Gain Exclusion When a Taxpayer Remarries
Under Section 121 of the Internal Revenue Code, you may be able to exclude most, if not all, of your gain from tax when you finally sell the home.
November 27, 2022
Tax Court Imposes Limit on Capital Losses
Notably, you may use a loss to offset a short-term gain realized earlier in the year that would otherwise be taxed at a high ordinary income tax rate.
November 23, 2022
Helping Special Needs Families Plan Their Financial Futures
Families may have a million questions about their child’s care, education, residence and employment when they reach adulthood.
Taxes November 23, 2022
100% Bonus Depreciation for Aircraft Purchases About to End
For the last five years, businesses have been able to use bonus depreciation to expense 100 percent of qualified property, including big-ticket purchases like business aircraft.