Rich Kane to Speak on QuickBooks 2017 Update

Annual update on the new features of QuickBooks® accounting systems

Our QuickBooks manager and Advanced QuickBooks ProAdvisor, Rich Kane, CPA, will present a QuickBooks 2017 update at the Illinois CPA Society North Shore Chapter on Tuesday, October 18, 2016.

Learn about the new features and functions in QuickBooks Desktop 2017 and QuickBooks Online. Rich will compare the versions and show the screen interface changes you will need to be familiar with to support your business and/or your clients. Continue reading

September 2016 Tax Tips and Updates

Weltman Bernfield is now Wipfli!  

It’s official! Weltman Bernfield LLC is now Wipfli LLP. Effective September 1, 2016, Weltman Bernfield LLC joined Wipfli LLP, one of the top 20 accounting and consulting firms in the United States. We are very excited for the opportunities this merger offers. Our combined firm now has 1700+ associates and 39 office locations, so we have access to resources like never before.

What does it mean for our clients? For the most part, there won’t be many changes in our regular business interactions. Our clients will continue to be served by the same professionals. If there is a specific business need, though, specialists from other Wipfli offices may be brought in to help.

The biggest change is our new name: Wipfli LLP. Invoices and correspondence are now on Wipfli letterhead, and payments will be made to Wipfli LLP. Within the next month, our email addresses will also change, but any emails sent to our addresses will forward to our new email addresses so that we can remain in contact.

In this month’s issue:

Weltman Bernfield to join Wipfli

We are excited to announce that Weltman Bernfield LLC will join Milwaukee-based Wipfli LLP (Wipfli), one of the top 20 accounting and consulting firms in the United States, effective September 1, 2016.

“Our firms share very similar cultures and commitments to exceptional client service,” said Glenn Mikell, managing member of Weltman Bernfield. “Joining with Wipfli will provide our firm with new and enhanced services and capabilities beyond traditional services to help our clients address their challenges and leverage opportunities. This combination will also be beneficial to our employees by opening up new opportunities to grow professionally.”

“We are pleased to welcome Weltman Bernfield’s highly skilled professionals to the firm,” said Rick Dreher, managing partner of Wipfli LLP. “The services that Weltman Bernfield provides to their clients complement Wipfli’s core services, so this combination will deepen our resources and further strengthen Wipfli’s geographic presence in the Chicago market. Joining forces with Weltman Bernfield represents another significant step in positioning us as a major player in a strategically key market for Wipfli.”

For over 86 years, Wipfli has provided public and private companies and organizations with industry-focused assurance, accounting, tax and consulting services to help clients overcome today’s challenges and plan for tomorrow. The firm is a member of Allinial Global, a strategic affiliation that connects Wipfli to accounting firms around the world.

The combined firm will have more than 1,700 associates, including over 200 partners, and 39 office locations in the United States and India, including four offices in the Chicagoland area.  Learn more about Wipfli at

August 2016 Tax Tips and Updates

August 2016 General Client Newsletter

Review Your Taxes Now to Prevent a Surprise Next Spring… 

Did you get a larger tax refund than expected or did you owe a lot more tax than you thought you would? Did you marry? Have a child? Have a change in income? Some life events can have a major effect on your taxes. Now is a good time to review your situation to prevent another tax surprise and bring the tax you pay closer to the amount you owe. Contact your tax advisor for help. The IRS also offers tips at to help you determine a plan of action.

Upcoming Tax Deadlines… 
Remember, the next corporate tax deadline is September 15 if you are a calendar year-end and have extended your filings from March. Also, if you requested an automatic six-month extension to file personal income tax returns, the deadline is in October.

In this month’s issue:

Adam June, JD, LLM, Named Member at Weltman Bernfield

adam-june-revWeltman Bernfield LLC is pleased to announce that Adam June, JD, LLM, was named member at Weltman Bernfield effective July 1, 2016. Adam joined the firm as a tax accountant in 2008 and was promoted to manager of tax services in 2013. He became head of Weltman Bernfield’s tax department earlier this year.

“We are proud to welcome Adam as the newest addition to our partner group,” says Glenn Mikell, CPA, managing member, Weltman Bernfield. “Through his exceptional work as senior manager of our Tax Services Department over the last few years, Adam has shown us that he was ready to accept the responsibility of being a partner. We all look forward to working with him in this new position. He is our first ‘homegrown’ staff member to reach this level, and we expect this to be only the beginning.” Continue reading