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.
October 10, 2022
Five Tax-Wise Ways to Invest in Gold
Generally, shares of gold-based assets like gold mining stocks and mutual funds are taxed at a maximum tax rate of 20% (15% for certain moderate-income investors), just like with most other capital assets.
Accounting October 10, 2022
What’s for Dinner?
Try thinking about what changes you would like to make to your business or your regular routine, and use the concepts presented here to move forward.
Advisory October 10, 2022
Making the Leap from Tax Compliance to Advisory Services
Tax compliance may seem far from advisory services, but it’s an amazing place to start. Your clients know, like, and trust you, and most want more from you. This starts with increasing your capacity so you have time to take on this work.
Advisory October 10, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
October 6, 2022 Sponsored
New! Intuit Tax Advisor Delivers Innovative Tax Planning and Tax Strategies
With the integration between Lacerte and ProConnect Tax, client data is automatically mined to bring significant time savings to your practice and more accurate tax projections for your clients.
Technology October 6, 2022
Here is How to Thwart Cyber Thieves Coming For Your Data
While challenges persist, remote workers can keep data secure by following these nine key tips.
Advisory October 6, 2022
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
Small Business October 5, 2022
6 Time-Saving Apps for Entrepreneurs and Small Business Owners
Managing a small business requires multitasking, but if you use the proper applications, you can centralize everything to your smartphone or laptop.
October 5, 2022
Cash Recycler Machines Help Reduce Theft and Undercounting for Retailers
Originally developed for banks, cash recyclers simplify cash handling and improve security, making them an excellent choice for various retail businesses.
Advisory October 5, 2022
Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.
Small Business October 4, 2022
Get Your C-Suite on Board with Technology
It can be an uphill battle getting the C-suite on board with new technologies, despite the benefits they can bring to a business.
October 4, 2022
Deferred Payroll Taxes Are Coming Due Soon
Businesses have until December 31, 2022, to meet their obligations for federal payroll taxes deferred from as far back as 2020. If a business fails to comply, it may be hit with a hefty tax penalty.