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 November 4, 2025
Wipfli Associates Unite for 21st Annual Community Day
Associates are encouraged to pursue their own passions through flexible volunteer time, nonprofit board service and donation matching programs. Community Day amplifies this spirit, offering a shared moment for teams to unite around which causes that matter most.
Digital Currency November 4, 2025
Digital Maturity Accelerates Fund Tokenization
Fund tokenization involves the issuance of digital tokens representing interests in funds. Each token represents a share or unit of the fund and normally correlates to the capital contribution of the investor in the fund.
Technology November 4, 2025
SmartVault Launches Integration with Intuit ProConnect Tax
Automated workflows and centralized document management help firms save time, eliminate manual tasks, and create consistent firm-wide processes.
Technology November 4, 2025
5 Truths for Entrepreneurs Seeking to Innovate With AI
Whether it is healthcare, construction, education, or finance, the starting point should always be the people facing daily challenges that technology can help address.
Taxes November 4, 2025
GOP Rep. Max Miller Plans to Unveil Cryptocurrency Tax Legislation
The Ohio Republican is preparing to introduce a bill with Rep. Steven Horsford (D-NV) that Miller says will transform how digital assets are regulated and taxed in the U.S.
Payroll November 4, 2025
Patriot Software Adds Auto Payroll Feature
Auto Payroll is engineered for companies with predictable payrolls, where employees and pay amounts remain consistent each run.
Financial Reporting November 4, 2025
The Age of AI and the Cost of Getting Lost in the Hype
From generative tools to autonomous agents, it feels like everyone is racing to add AI to their products. But beneath the buzzwords lies a sobering reality: not all AI is built without bias or responsibly.
Mergers and Acquisitions November 4, 2025
Frazier & Deeter Acquires Pesta Finnie & Associates in North Carolina
The PE-backed top 50 accounting firm has expanded its presence in Charlotte by adding Pesta Finnie, a tax and accounting firm founded in 1991.
Firm Management November 4, 2025
Ascend Adds BiggsKofford in Colorado
Ascend announced on Nov. 3 that it has added accounting firm BiggsKofford, a Colorado accounting firm founded in 1982, to its platform.
Payroll November 4, 2025
5 Differences Between Federal and Private Student Loans
Higher education is a business and it doesn’t always look out for the consumer’s best interests. Here are five things families need to know about loans when they’re deciding what to do.
Payroll November 4, 2025
Most Americans Would Rather Discuss Politics or Religion Than What’s in Their Bank Accounts, Survey Finds
According to a new Bankrate survey, more people feel uncomfortable talking about their bank accounts than about other controversial topics.
Small Business November 4, 2025
Trump Battles Tiny Toymaker Over Tariffs in Landmark Supreme Court Case
A Chicago-area toy company is among the businesses arguing to the justices this week that most of the president's tariffs should be struck down.