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.
February 7, 2018
Estate Planning and the 2018 Tax Reform Law
For most practitioners the estate tax hasn’t come into play for many years. Instead of eliminating the estate tax, the estate tax exemption has been raised to $11 million for an individual, and $22 million for a married couple that elects portability.
February 7, 2018
Changes Coming to Use Tax Reporting
If sales tax is not charged at the time of sale, states expect use tax to be paid to the state in which the good is used or consumed. However, given the complexities of the many different variations of local and state tax laws, it’s no surprise that ...
February 6, 2018
5 Qualities to Differentiate Your Accounting Firm
The days of thinking that “process” is something that only low-level staff and administrative staff work on are over. Those days should’ve been over ten years ago, but they’re definitely over today. In future-ready firms, process is a core strategic ...
February 6, 2018
The Secret Lives of Accountants
Over the centuries, accountants have been fashionistas, inventors, and spies. They fight crime, write books, and uphold the law. The more one learns about accountants, the more surprises one uncovers. Secret lives, indeed.
January 30, 2018
Sexual Harassment – What’s Happening?
The sexual harassment incidents that arise in today’s ordinary workplace are usually more mundane than the outrageous conduct reported recently involving the Hollywood set and some in the halls of Congress. The most frequently reported complaints ...
January 23, 2018
How to Transform from an Accounting Firm into an Advisory Firm
Your cheese is moving. You’d have to be living under a rock to not be aware how much of a leap forward we took as a profession in 2017. From technology to process, talent development to growth strategy – many firms underwent not just minor change but ...
January 16, 2018
Buying Out Retiring Partners
Many firms focus first on the financial terms of the buyout as the most critical issue. While this is important (and discussed below) it pales in comparison to assuring you have competent replacement partners in place and a strong transition plan for ...
January 13, 2018
U.S. Supreme Court Will Hear Challenge to Quill Sales Tax Ruling
The U.S. Supreme Court has agreed to consider a case that has the potential to change how states can tax sales by ecommerce merchants and other out-of-state sellers. The case, South Dakota v. Wayfair, Inc., challenges the Court's decision in Quill Corp. v
January 11, 2018
3 New Year’s Resolutions for Small Business Success in 2018
The new year has always been a time to reflect on the progress, challenges and goals of the past twelve months. And, while many are focused on personal health and growth, it is equally as important for business owners to focus on their company’s ...
January 7, 2018
How to Help Your Clients Avoid – Or Survive – A Sales Tax Audit
Many small and mid-size businesses hire accountants and bookkeepers with the expectation they’ll help prevent an audit. Unfortunately, you can’t guarantee your clients won’t be audited for sales and use tax. No one can: States need sales and use tax ...
January 4, 2018
The Tax Blotter – Jan. 2018
Timing is everything in taxes and the new tax law —the Tax Cuts and Jobs Act -- is no exception. Generally, the provisions for individuals take effect in 2018, but there are several interesting wrinkles.
December 31, 2017
Workplace Resolutions For the New Year – 2018
Too often workplace policies are only considered in the context of some negative workplace action when it is actually occurs, such as a termination or other employment issue. Sometimes it may involve a legal claim by an applicant or employee.