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.
May 22, 2019
Medicare 101: Coaching Your Clients about Medicare Coverage
Tax professionals should be up to speed with the rules and offer advice to clients and prospects who are nearing retirement and the age of 65. The following article explores the various Medicare plans and enrollment, how Medicare interacts with other ...
May 22, 2019
Oklahoma Mixes New Economic Nexus Law with Old Reporting Option for Marketplace Facilitators
Oklahoma has required marketplace facilitators, remote sellers, and referrers with at least $10,000 in sales in the state to collect and remit sales tax or comply with non-collecting seller use tax notice and reporting requirements since July 1, 2018.
May 22, 2019
Don’t Delay Implementing New Revenue Recognition Standard
ASC 606 is effective for annual reporting periods beginning after December 15, 2018, for non-public companies. (It’s a more principles-based approach that provides a single comprehensive framework for recognizing revenue.
May 15, 2019
How Simplification Has Complicated the Tax Office of the Future
The Tax Cuts and Jobs Act of 2017 has simplified the tax code in many ways, including an increase in the standard deduction for individuals, removal of corporate Alternative Minimum Tax and an increase in bonus depreciation.
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May 13, 2019
Do Your Best People Management
While there are obvious advantages to having your CPA license, a Series 7/65/66 RIA, CFP, ABV, CVA, CBA, or ACFE to validate a particular level of accounting or financial competence, in the information technology world, the certifications are ...
May 13, 2019
Focus on the Digital Client Experience and the Revenue Will Follow
A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.
May 13, 2019
AICPA News May 2019
A roundup of recent news from the AICPA. The American Institute of CPAs (AICPA) issued a formal thank you to both the U.S. Treasury and the IRS for providing taxpayers with more extensive relief from penalties associated with underpayment of ...
May 13, 2019
How to Master the Job Hunt and Land Your Dream Accounting Job
There are a lot of great opportunities right now for finance and accounting professionals, as unemployment rates continue to remain staggeringly low. However, finding the right talent has proven to be a major challenge for most employers.
May 13, 2019
Survey Finds Stong Demand for New Hiring
More than 40 percent of employers plan to hire full-time, permanent employees this year, and 47 percent plan to recruit part-time workers. Hiring for full-time employees and part-time or contract workers is on par w...
May 13, 2019
5 Ways Accounting Firms Can Attract Food Store Clients
If you’re firm is adding or expanding food stores to its industry clients, here are five marketing munchies you can use to attract them.
May 13, 2019
Seven Profit-Focused Bells and Whistles to Add to Your Website
May is the perfect time of year to finalize your marketing strategy for the rest of 2019. Your website is the centerpiece of your digital presence; its 24/7 worldwide reach is the perfect place to make a few tactical upgrades to increase ...
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May 13, 2019
Apps We Love: Financial Planning
Do you trust your money to financial apps? I know many people who find online banking risky and won’t use online investing and planning services, but others have gotten over the hump of trusting online financial services.