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.
August 15, 2018
Online Sales Tax Compliance: Why Even Small Businesses Need Automation
When any article on sales tax is above the fold on the first page of any printed or online publication, it’s either a very slow news day or a very big deal. In late June, the business and tax community witnessed a case that made headlines coast to coast.
August 14, 2018
How to Brand Your Firm With Personality
These days, clients will turn off the second they feel you’re trying to sell them something and you are not being authentic. The growth of native advertising and influencer marketing attest to the fact that people don’t respond favorably to a more ...
August 13, 2018
State Reactions to the Wayfair Sales Tax Decision
Here is news from several states. I don't think most states will strive to collect below the thresholds of the South Dakota law, but you never know. I think we'll hear from more states soon and perhaps even from a few in Congress.
Firm Management August 9, 2018
How to Speak to Your Accounting Firm Clients About Cannabis
How do you explain your cannabis clients to your non-cannabis clients? Good question, but we should start with two assumptions that need to be made. One, you are working with State licensed companies. Two, your client’s starting point of view on ...
August 8, 2018
9 Ways to Help Small Business Clients Navigate Sales Tax
The recent U.S. Supreme Court decision in June 2018, South Dakota v. Wayfair, Inc. turned sales tax on its head. Now, businesses selling online and/or remotely will no longer enjoy the same sales tax relief they did in the past.
August 6, 2018
How to Futureproof Aspects of Spreadsheets with Two Keystrokes
Depending upon your version of Excel, the Table feature is the second or third command from the left on the Insert menu. Ostensibly this feature makes filtering lists of data easier, but it offers many other benefits, and one frustrating side-effect.
August 6, 2018
10 Employee Retention Tips
Succeeding in your employee retention efforts requires you to think about things from the team's point of view. All employees are different, of course, and each has unique desires and goals. But it's a safe bet to assume that all of them want to know ...
August 6, 2018
How Accountants Can Get Started Serving Cannabis Clients
Cannabis is a very close knit community where everyone seems to know everyone. Breaking into the industry is not as easy as you may think. First of all you have to have some sort of angle. For instance, mine is that I have found a way around IRC §280e ...
July 31, 2018
The Wayfair Impact, Part 3: How the U.S. Supreme Court Decision Affects Remote Sellers
There is No Nexus Standard Today: In overturning Quill, by removing the physical presence requirement for sales tax nexus and upholding the South Dakota nexus standard, the Court provides specific criteria under which a state’s sales tax laws ...
July 31, 2018
The Wayfair Impact, Part 2: How the U.S. Supreme Court Decision Affects Remote Sellers
In part one, I discussed the U.S. Supreme Court’s big decision and touched on physical presence. In part two, I’ll go a step further and break down the physical presence sales tax nexus standard, as well as South Dakota’s nexus standard, as it relates...
July 31, 2018
The Wayfair Impact, Part 1: How the U.S. Supreme Court Decision Affects Remote Sellers
The Supreme Court held that Quill Corp. v. North Dakota and National Bellas Hess Inc. v. Department of Revenue of Illinois – which held that a state cannot require an out-of-state seller with no physical presence in the state to collect and remit ...
July 31, 2018
Sales Taxes: States with South Dakota–Style Economic Nexus Laws
By Scott Peterson, Avalara’s Vice President of U.S. Tax Policy and Government Relations In the case of South Dakota v. Wayfair, Inc. (decided on June 21, 2018), the Supreme Court of the United States overturned the rule that a state cannot tax a business unless it has a physical presence in the state. The...…