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.
October 17, 2017
October 2017 Tax Channel
As with previous proposals, the new plan promises to cut taxes for individuals and businesses, while wiping out deductions and repealing other controversial tax provisions.
October 17, 2017
Combating Tax-Related Identity Theft
Millions of Americans have their identities stolen each year with 15.4 million victims in 2016, according to Javelin Strategy & Research. This year's Equifax breach may have exposed ten times that number: 143 million. Tax-related identity theft remains...
October 17, 2017
Cloud Accounting – Way of the Future or a Tool for Now?
The concept of cloud computing that we were discussing 20 years ago around products like QuickBooks Online, Intacct and NetSuite, followed shortly thereafter by Accounting Power, SAP Business by Design, Acumatica, Financial Force, Zoho, Sage One, ...
October 16, 2017
7 Marketing Tips to Attract Real Estate Pros and Brokers
When it comes to marketing to real estate clients, it can be tough. They are on the move constantly.
October 10, 2017
You’ve Been Breached. Now What?
Identity theft is the fastest growing crime in America and accounting firms, with their wealth of taxpayer personal information, are often ground zero for cybercriminals. For many, the question is not if you’ll be the target of a cyber-attack, but when.
October 4, 2017
2017 Estate Planning – Free Whitepaper
Most people think that estate planning is for the ultra-wealthy. However, everyone needs some basic form of estate planning in order to pass their assets to the intended beneficiaries. When you die, your estate goes through a probate process and in ...
September 27, 2017
7 Tips for Interviewing Job Candidates By Video
With advances in virtual-meeting applications, many companies are turning to the video interview to evaluate job candidates. The format offers firms a host of benefits, including cost savings, access to remote job seekers and speed.
September 26, 2017
How to Help Your Clients Manage Student Debt
College debt can range from several, to hundreds of thousands of dollars, so students and parents can always use some guidance in the best ways to manage the loans and save money. This presents a great opportunity for tax professionals to provide ...
September 26, 2017
Achieving a Successful Tax Practice Takes Trial and Error
I pride myself on being ahead of the curve in this business. Accounting is such a conservative profession, and there is a lot of resistance to change. I was a partner in a partnership for 18 years. I spent a lot of my time dragging my other partners ...
September 26, 2017
How Building a Team Around You Can Help Your Practice
Let’s face it, accountants are usually the only professional who your client knows. Because of tax filings, we have to see our clients at least once a year. During that interaction, we are asked legal questions, financial planner questions – you name it.
September 26, 2017
Why Automation Could Be the Key to Success for Your Tax Practice
I have five employees and three offices across the country, so I travel a lot during the offseason. That doesn’t include all of the conventions that I attend and speak at. My wife and I travel so much that we took the extra step and signed up for TSA ...
September 23, 2017
After the Storm: How to Run a Firm in a Federal Disaster Area
My first experience with a hurricane was in 1979 when Hurricane David brushed up the east coast of Florida. I saw how my parents prepared for the storm. They bought nonperishable food, water, and ice, and took cash out of the bank. We had a lot of cl...