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What we have been up to...
December 5, 2008
President-elect Barack Obama's tax proposals make tax planning for 2008 and 2009 challenging because of the uncertainty of which tax changes will pass into law and what the effective date of those changes will be. Paul Rodrigues, Scott Henkel, and Pat Wirth, CPA's at Chortek and Gottschalk, LLP,...more
November 2, 2008
Implemented the creation of a licensed transportation company to provide services on a contract basis, a strategy that will result in tax savings to the company owner.more
October 23, 2008
Reviewed a financial accounting and reporting process and developed recommendations for improvements to various aspects of infrastructure used by a client company. Our recommendations will improve the quality of information and the efficiency with which transactions are processed.more
October 20, 2008
Deployed a strategy to convert a traditional IRA to a Roth IRA in 2008. Worked with the taxpayer to defer income to 2009 in order to minimize the tax costs on the conversion.more
October 15, 2008
Analyzed various alternatives for structuring the sale of an S-corporation to minimize the tax impact and take advantage of the shareholder’s loss carryforwards.more
October 12, 2008
Upgraded server computers for several clients, using a new disaster-recovery software tool. We were able to transplant full configurations of existing servers to new machines with minimal downtime and interruption. This process updates the server hardware and places it under warranty coverage,...more
October 9, 2008
Saved a new client over $200,000 in annual taxes by recommending IC-DISC. more
September 30, 2008
Working with our overseas Alliott Group members, we identified potential foreign acquisition candidates for a client business in order to expand its product line in the US and overseas. more
September 23, 2008
Identified and implemented $130,000 in cost savings within the first two weeks of the project on a client operational review. more
September 18, 2008
Performed lease vs. buy analysis to formulate recommendations for a major equipment acquisition. more
September 6, 2008
Deployed new firewalls connecting three separate US office locations, as well as provided remote access to a mobile sales force..more
August 23, 2008
Assisted a client with due diligence on potential acquisition including performing agreed-upon procedures.more
August 20, 2008
Developed financial statements in a client accounting system so the business could prepare internal monthly reports.more
August 18, 2008
C&G was pleased to be a sponsor and supporter of our client, Image Makers Advertising, Inc., at the Small Business Times top 10 awards. This prestigious award is an annual honor that focuses on each of these 10 award winner's ability to grow a successful organization. more
August 15, 2008
C&G Consulting assisted an area firm with an expedited installation of an enterprise firewall solution, complete with a second firewall unit for hardware failover. This solution utilized the well-reviewed Sonicwall E Series firewall platform and added web site content filtering and virus/spyware...more
August 12, 2008
Recently assisted an existing customer by adding another one of their customers to a custom barcoding label process. The process allows users to click a single button that will print 'compliance' shipping labels for the entire order and have the barcode appearance, as well as item quantity per box,...more
August 7, 2008
C&G's Paul Rodrigues, CPA,MST, CFE recently attended the 19th Annual Certified Fraud Examiners Conference in Boston. more
August 4, 2008
C&G Consulting assisted a growing manufacturing and distribution firm with network upgrades to replace old server hardware. These upgrades also provided failover coverage so the network is not dependent on any one server being on line for all network services to still be functional. This implementa...more
August 1, 2008
Waukesha, WI (August 1st, 2008) – C&G Consulting, a division of Chortek & Gottschalk LLP, announces that Michael L. Senkbeil, CNE, MCSE, has achieved CISSP certification. Considered the international gold standard of achievement in the IT industry, the Certified Information Systems Security...more
August 1, 2008
Featured in a recent July edition of The Business Journal of Milwaukee, managing partner Greg Junek addressed the shift from generally accepted accounting standards (GAAP) to international standards. With the face of business changing to a global marketplace, the ability to understand and use...more
July 25, 2008
Successfully removed a $1,700 IRS civil penalty related to Form W-2 tax filings by sending a letter for reasonable cause.more
July 2, 2008
Consulted with a manufacturing client to review the application of overhead to jobs and the modification of the rate to a specific line of business. The benefit will be realized in more accurate cost estimates when preparing quotes for customers.more
June 24, 2008
Held a well attended Sage Software users' group meeting at Miller Park on June 24th to update users on recent additions including paper-saving technology, dashboard and KPI tools, updated data analysis tools and more. more
June 20, 2008
Prepared an R&D tax credit study for a metal coating manufacturer which will result in approximately $150,000 of tax refunds for the period 2004 - 2006. Also, a study of the client’s foreign sales will result in an exclusion from Federal income of approximately $10,000 per year. Amended returns...more
June 15, 2008
Presented an executive medical reimbursement plan to the family owners of an S Corporation. A shareholder of an S Corporation who owns more than 2% (and their family members: spouse, child, parent) is considered self-employed. The IRS prohibits self-employed individuals to participate in Section...more
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