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.
Firm Management October 18, 2022
3 Fresh Email Marketing Tips for Accountants in 2022
Every successful team of accountants holds clear insights into their ideal clients — who they are and what industries they’re involved in.
October 18, 2022
Working Out a 1031 Exchange of Real Estate
You can still avoid current capital gains tax when you exchange one real estate property for another, or as a result of an exchange involving multiple parties, as long as certain requirements are met.
Accounting October 17, 2022
Why CFOs Need a Financial Tech Stack
While we’ve changed and adapted our tech stack to fit our stage of business growth and our needs, we’ve found that having a tech stack is essential to businesses of any size.
Firm Management October 17, 2022
5 Ways to Grow Your Client Base
Keeping your pipeline full should be a top priority. While marketing is an effective way to attract new clients, it isn’t the only thing that you should do to grow your client base.
October 14, 2022
How IRS Changes Impact the Tax and Accounting Profession
The IRS is about to expand by hiring 87,000 more agents via the newly signed into law Inflation Reduction Act.
October 13, 2022
Hurricane Ian and Taxes: How CPAs and Tax Pros Can Help Their Clients
With the IRS providing tax relief for victims of Hurricane Ian, CPAs and other advisors are likely to get hit with questions. Here’s everything you need to know to help your impacted clients get the financial relief they need.
Accounting October 12, 2022
Accounting Top 100 Social Media Leaderboard
The Accounting Top 100 social media leaderboard scores and ranks users based on five separate metrics, each of which is weighted according to its perceived value.
October 12, 2022
Locking in the Tax Exclusion for QSBS
The tax break for QSBS has been kicking around for a bunch of years and has gone through several iterations.
October 12, 2022
A Muni Swap In Time Can “Save Nine” – Tax Tips
Unless you’ve been marooned on a desert island like Robinson Caruso, you’re probably well aware of the main tax benefits of municipal bonds—often called often called “munis” for short. But let’s briefly recap them anyway.
Accounting October 12, 2022
Professionals on the Move – Oct. 2022
Professionals on the Move is a roundup of recent hiring and promotion announcements from around the profession.
October 12, 2022
5 Tips When Starting a New Accounting Firm
Starting a CPA firm can be a lot of work, but the ability to make your own decisions, from what technology to employ to what type of business you take on can make it worth the effort.
Firm Management October 12, 2022
Cyber Insurance Changes to Plan for in 2022
No modern firm can operate without some risk of a cyber-attack or data breach. And most firm leaders understand the importance of carrying cyber liability insurance.