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.
Accounting August 16, 2022
AICPA News – Aug. 2022
AICPA News is a round-up of recent announcements by the American Institute of CPAs and the Association of International Certified Professional Accountants.
Accounting August 16, 2022
Survey Shows Burnout in Accounting Profession
Of the accountants who experienced burnout, 53% were at or above the average score with 24% of them reporting medium-high or high levels of burnout...
August 16, 2022
3 Ways the Right Technology Eases the Sales Tax Compliance Burden
When employees are tasked with maintaining sales tax compliance, but are neither trained tax professionals nor have sales tax as a core job responsibility, a toll will be taken on businesses and workers alike.
Accounting August 16, 2022
Finance Efficiency Accelerates with AI Inside
It’s predicted that half of current finance artificial intelligence (AI) deployments will be delayed or cancelled by 2024, largely due to complexities...
Accounting August 16, 2022
ESG: What’s Next and How To Create Maximum Value for Clients
The proposed rules will also require disclosure in SEC filings of GHG emissions generated at the various phases of the business cycle, along with ...
Accounting August 15, 2022
How to Appropriately Handle Conflicts of Interest
The AICPA is offering a revised code on conflicts that may arise, with expanded guidance for CPAs in public practice as well as those in private business.
August 15, 2022
The Unintended Consequences of Tax Regulations
Sales tax is meant to be a means for states and local jurisdictions to pay for things like schools, roads and public services, but there can be unintended consequences.
August 15, 2022
How to Build the Best Relationship with a Client
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
August 15, 2022
Inflation Reduction Act May Increase and Broaden Energy Tax Incentives
Under the expansion of the 179D deductions, your clients may also benefit from deductions if they’re REITs, trial properties, and non-profits.
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
August 9, 2022
Take Me Out to the Ball Game
I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet ...
Firm Management August 8, 2022
Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...