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.
June 18, 2018
June 2018 Tax Channel
Top Tax Social Media: New Scam Targets International Taxpayers. Taxing Subjects Blog.https://bit.ly/2xoTz3G Digital Marketing & Your Tax Practice. Canopy Tax Blog.https://bit.ly/2AkjzxA Debunking 4 Myths About Voluntary Disclosure Agreements. Avalara Blog.https://bit.ly/2sovioD Lesson From the Tax Court: A Tax Truism. Bryan Camp, via TaxProf Blog.https://bit.ly/2H3EZxV The Complicated Taxation of Retirement Accounts. Tax Foundation.https://bit.ly/2sqbEIO Top Tax News:...…
June 15, 2018
Why and How: Big Data
If Cognitive Computing drives much of the emerging technology computer science research, most of the data science research is focused on Big Data. Big Data can be analyzed to produce actionable business information. This data analysis need may explain ...
June 13, 2018
The Ideal Hire? Sometimes it’s Not an Accountant
As I’ve written about previously, many firms are expanding into technology consulting, either by buying an existing technology consulting firm or building it from scratch. So it’s no surprise that one of the major skillsets for non-accountant hires is ...
June 12, 2018
Mentorship Programs: How to Make Them Work for Your Firm
Even though your recent graduates have just spent the last several years preparing for their first job, there’s still so much more they need to know. It can be jarring to go straight from school to the fast pace of a public accounting firm.
June 11, 2018
Smart Spend Analysis is Easy When Finance and IT Work Together
When finance leaders collaborate more closely with IT, businesses can more proficiently identify the right user-friendly tools to save money, create efficiencies and improve overall spend analysis. And with the right solutions at hand, finance and IT ...
June 11, 2018
3 Benefits of Flexible Workplace Arrangements
82 percent of U.S. workers surveyed say the ability to work from anywhere at any time allows them to maintain a healthy work-life balance, yet more than half (62%) still prefer to work in the office — and this number is even higher among ...
June 7, 2018
5 Tips for Smooth Scaling with Document Management
As a business grows, so does the information within it. Paper documents and digital data can grow exponentially, choking your business processes and slowing your scaling—often when scaling is most vital. By implementing a document management solution ...
Taxes June 5, 2018
The 20% Pass-Through Deduction for Musicians
As a tax professional, you surely know about the new 20% tax deduction for “Pass Through” entities under the Tax Cuts and Jobs Act (TCJA). If you have musician and other performing art clients, you may have wondered if (and how) they qualify.
June 4, 2018
A Lesson in Tax Basis Taught to us by Almond Trees, of All Things
I keep in touch with an ex-bookkeeper that I sort of mentored. She decided to take the Enrolled Agent Exam but ended up failing Part I and must take it again. When I asked her what she got wrong, she mentioned basis. Basis is a hard concept to ...
June 1, 2018
A Look at Deferred Compensation Plans
For many employees, generous benefits are more important than pay raises. There are many benefits options you can offer to attract and retain employees, including deferred compensation plans.
May 29, 2018
Top 10 Accounting Firm IT Survey Surprises
The upcoming conference season and lull before the extension season provides a great opportunity for firms to evaluate the current status of their production processes and target areas for improvement. The above highlighted findings of the ...
May 28, 2018
How Real Estate Giant Zillow Handles Sales and Use Tax Compliance — Part 2
In Part 2 of this interview, Scott Peterson, Vice President of U.S. Tax Policy and Government Relations for Avalara, continues his discussion with Jason Heckel, Senior Director of Tax at Zillow Group, who describes how he led Zillow in automating their...