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Latest Insights

Dive into Sikich's entrepreneurial thought leadership for clarity on the recent trends affecting your business.

Not-for-Profit

Assessing Risk for NFPs

Not-for-Profit

Assessing Risk for NFPs

Understanding risk is a key element in the decision-making process of not-for-profit organizations.

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Article

Sikich expands accounting, tax and audit team with acquisition

Article

Sikich expands accounting, tax and audit team with acquisition

Professional services firm Sikich announced that it has agreed to acquire Oak Brook, Illinois-based public accounting firm, Scanlan & Leo, Ltd.

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In The News

Sikich Manufacturing Roundtable Featured in BizTimes Milwaukee

In The News

Sikich Manufacturing Roundtable Featured in BizTimes Milwaukee

BizTimes’ Arthur Thomas quoted all of the manufacturers who participated in the roundtable last month in a “Shop Talk” article in the latest issue of the magazine.

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Article

Webinar: Time for Transition – How to Best Position Your Co...

Article

Webinar: Time for Transition – How to Best Position Your Co...

Learn how to prepare for your Construction & Real Estate company for transition and about the key issues in preparing for transition. Our specialists cover case studies and ESOPs as well.

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Forensic & Valuation

Trends in Property Tax Assessments: Good News for Senior Living C...

Forensic & Valuation

Trends in Property Tax Assessments: Good News for Senior Living C...

Owners of senior living centers are challenged by rapidly rising property taxes on their facilities. Appealing these taxes involves a process that often comes with a hefty price tag for consultants – up to 50% in contingency fees should any reduction be realized. Once taken for granted, management attention to this rising expense category is essential.

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Dynamics 365

Power BI and D365 Getting Started – Date Tables and OData

Dynamics 365

Power BI and D365 Getting Started – Date Tables and OData

If you're fairly new to using Power BI, but you want to use OData to build Dynamics 365 date tables, here's how as well as how to fix any issues with them.

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Technology

5-Step Plan to Prepare for a Salesforce Implementation

Technology

5-Step Plan to Prepare for a Salesforce Implementation

After purchasing Salesforce, it's time to customize it. But before you customize, check out our Salesforce implementation prep plan.

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Construction

Best Practices: How to Minimize Construction Claims

Construction

Best Practices: How to Minimize Construction Claims

Major construction projects are somewhat notorious for generating conflicts and causing disputes that may lead to claims. These claims can involve any of the project’s participants—from owners, architects, and engineers, to general contractors and subcontractors—as either the claimant or the party who receives the claim.

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Article

How Your Government Can Benefit from a PAFR

Article

How Your Government Can Benefit from a PAFR

A Popular Annual Financial Report is a great way to showcase your success. Learn more about PAFR's and what you need to create them here.

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Technology

Your Users Click Bad Links

Technology

Your Users Click Bad Links

Your users may not download malicious files anymore, but how are they at clicking malicious links? Here are five security layers for bad link protection.

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Audit and Tax

Jim Brandenburg Quoted in Financial Advisor

Audit and Tax

Jim Brandenburg Quoted in Financial Advisor

Jim Brandenburg, a partner based in Milwaukee, was quoted on opportunity zones in a Financial Advisor article. Read more.

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Article

New Data Collection Form

Article

New Data Collection Form

The Data Collection Form which is annually submitted to the Federal Audit Clearinghouse has changed again for fiscal years ending in 2019. Read more for a list of changes.

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Technology

NetSuite 2019.2: SuiteAnalytics Feature Updates

Technology

NetSuite 2019.2: SuiteAnalytics Feature Updates

NetSuite 2019.2 has some new and rather incredible SuiteAnalytics updates. Here's our breakdown of the most notable new features.

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Article

Guidance on UBIT for Exempt Organizations’ Separate Trades or B...

Article

Guidance on UBIT for Exempt Organizations’ Separate Trades or B...

Guidance on the unrelated business income tax for exempt organizations’ separate trades or businesses has been determined to be significant and must be reviewed by the Office of Management and Budget before release.

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Technology

Microsoft Dynamics GP 2019 Release and Roadmap

Technology

Microsoft Dynamics GP 2019 Release and Roadmap

With the Dynamics GP 2019 release, Microsoft has also provided a roadmap for the dates the various release update packages will roll out.

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Human Resources

Student Loan Contribution Programs: The New Way to Recruit and Re...

Human Resources

Student Loan Contribution Programs: The New Way to Recruit and Re...

As human resource managers begin working on updating theirbenefits package, it’s important to remember that millennialsare quitting their jobs faster than employers can hire them. Consider retention programs that include student loan contributions.

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Tax

Illinois Tax Delinquency Amnesty Program: Available One More Mont...

Tax

Illinois Tax Delinquency Amnesty Program: Available One More Mont...

Beginning this month Illinois is offering a program where taxpayers can voluntarily report and pay in underreported state taxes and/or unfiled tax returns without having to incur any penalties or interest. Learn more.

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Technology

Dynamics 365 CE vs Finance and Operations – Which One Is Ri...

Technology

Dynamics 365 CE vs Finance and Operations – Which One Is Ri...

Pondering between D365 CE vs D365FO seems like a trick question, because if you have D365 for Finance and Operations, why would you need CE? Here's why.

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Article

Joe Connell Named to 2019 Financial Times 401 Top Retirement Advi...

Article

Joe Connell Named to 2019 Financial Times 401 Top Retirement Advi...

Joe Connell was named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

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Infographic

Help Wanted: Is Your Hiring Strategy Leveraging Today’s Dig...

Infographic

Help Wanted: Is Your Hiring Strategy Leveraging Today’s Dig...

Learn how to maximize your recruiting efforts using today's digital tools. Make recruiting more efficient in any industry with these tips.

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Technology

Become Cloud Confident: Microsoft Dynamics 365 Cloud Migration Br...

Technology

Become Cloud Confident: Microsoft Dynamics 365 Cloud Migration Br...

If you're overwhelmed about moving to the cloud or don't understand why it's a big deal to stay on-prem, attend the Dynamics 365 Cloud Migration Briefing.

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News Release

Sikich expands presence in Milwaukee market with acquisition

News Release

Sikich expands presence in Milwaukee market with acquisition

Professional services firm Sikich announced October 10, 2019 that it has agreed to acquire Brookfield, Wisconsin-based public accounting firm Freyberg, Hinkle, Ashland, Powers & Stowell.

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Uncategorized

Playing the Field: Field Examinations & How They Can Benefit...

Uncategorized

Playing the Field: Field Examinations & How They Can Benefit...

Field exams are commonly utilized when you start a relationship with a new bank or during financial inspections. Here's what agribusinesses need to know about field exams.

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Article

Jim Brandenburg Featured in Financial Advisor October 2019

Article

Jim Brandenburg Featured in Financial Advisor October 2019

Financial Advisor reporter Jeff Stimpson quoted Jim Brandenburg on investment income tax rates and strategies to defer or avoid taxes on income investment.

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Technology

We’ve Migrated Our E-mail to Office 365. Now What?

Technology

We’ve Migrated Our E-mail to Office 365. Now What?

Now that you've migrated your e-mail to Office 365, you have access to other business-enriching Office 365 services, including SharePoint and Teams.

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Technology

Dynamics 365 CE Option Sets vs Lookups

Technology

Dynamics 365 CE Option Sets vs Lookups

Do you prefer Dynamics 365 CE option sets or lookups? Melanie doesn't have a preference, but she instead uses guidelines to determine which option is best.

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Technology

Why Manufacturers Need to Get ERP Right: ERP Success vs. ERP Horr...

Technology

Why Manufacturers Need to Get ERP Right: ERP Success vs. ERP Horr...

Manufacturers need to realize ERP success since so much depends on a proper implementation. Learn from ERP Horror so you can implement right, the first time

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Technology

Data Modeling in Salesforce for Scalability

Technology

Data Modeling in Salesforce for Scalability

When it comes to creating, tweaking, and fixing Salesforce data modeling, we have some tips and tricks to share to avoid issues and fix the ones you have.

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Technology

Understanding Modern Business Applications

Technology

Understanding Modern Business Applications

With all of the back-office talk and Microsoft changing the landscape of software, what does this mean for modern business applications?

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Technology

Jim Drumm and NexGen Salesforce acquisition Featured in CRN, Acco...

Technology

Jim Drumm and NexGen Salesforce acquisition Featured in CRN, Acco...

Jim Drumm, leader of Sikich's technology practice, was featured and quoted in multiple stories about the Salesforce acquisition of NexGen Consultants.

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