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 February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
September 21, 2018
Although Excel has a Macro Recorder for automating tasks and processes, there’s a limit to what the Macro Recorder can do. Where the Macro Recorder’s functionality ends, VBA takes over. In this session you will learn how to create and edit macros using VBA rather than Excel’s Macro Recorder. This webinar gets you started with VBA....…
September 21, 2018
The 2017 Tax Act made major changes to business and individual taxation. This will change the way sales of businesses are taxed and cause a rethinking of choice of entity. This presentation explores the effect on closely-held businesses. o Cost: FREE o Date and Time: October 5, 2018, 11:00 a.m. – 12 noon, EDT o ...…
September 21, 2018
Join us for a discussion on the Financial Accounting Standards Board’s (FASB) Accounting Standard Update (ASU) 2018-12 on long-duration insurance contracts, which provides targeted improvements to current GAAP. This webcast will be relevant to all insurers that issue long-duration contracts. o Cost: FREE o Date and Time: October 4, 2018, 2:00-3:30 p.m. EDT o Duration:...…
September 21, 2018
Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multilayered topic. For many families, that will likely mean adopting a more strategic approach—one that provides numerous age-based opportunities to build both qualitative and quantitative capabilities for successful and lasting outcomes. Join Jack Thurman and Share Save Spend Founder...…
September 21, 2018
Employee financial stress can be a major distraction for your employees, but it can also strain your company through high turnover and loss of productivity. Join the upcoming Ernst & Young LLP Personal Finance webcast as we feature a live panel discussing: Why financial wellness benefits are now equally important as traditional employee benefits Key...…
September 21, 2018
This session will be split into two distinct topics. The first part will cover the four steps to meet due diligence for the Refundable Credits. These requirements now include all three refundable credits; Earned Income Tax Credit, Child Tax Credit and American Opportunity Credits. The second portion of this session deals with Circular 230, Diligence...…
September 21, 2018
What can you do to keep yourself going, coast through the deadlines, keep your colleagues satisfied and your family and friends happy, and maintain some semblance of the self you want to be?
September 15, 2018
What are your favorite tools for getting and staying organized? As the autumn tax season is upon us, and spring tax season will be here soon (there’s always a tax season looming…), I checked in with some members of the CPA Practice Advisor community ...
September 14, 2018
Small and mid-sized businesses are more vulnerable to fraud than larger organizations, and the effects can be more damaging. The types of fraud that businesses need to be aware of generally fall into three categories: Theft, financial statement fraud ...
September 14, 2018
Anyone can make mistakes, and pretty much everyone does. But we had a fighting chance before email and smart phones. In the good old days an office assistant typed documents and memos, and then they were read over once or twice before they got signed ...
September 10, 2018
Often, when profanity is used in the workplace, managers and supervisors are reluctant to address it for fear that they will be seen as prudish or part of the speech police. However, employers need to carefully consider their response to profane or ...
September 10, 2018
With unemployment currently at the lowest it has been in 18 years, it comes as no surprise there is a shortage of skilled talent. However, running a successful accounting firm at optimal efficiency and speed requires you to have the best employees on ...