S&G'ers Volunteer!

A crew from Smith & Gesteland volunteered at the Dane County Humane Society this summer.

Seminar Series

Continuing the Legacy Seminar Series for the Emerging Leaders in Family Businesses
Series One
2014  - 2015

This is our ENCORE of the first highly successful Seminar Series for Emerging Business Leaders. Feedback and input from our first class has helped us focus our offerings with the things that matter most to future leaders in their family's businesses.

In our work with Family Businesses, we help the emerging leaders understand some business fundamentals. They may know all about their family's business, but lack knowledge of some business basics required to run an enterprise. Accounting/Finance, goal setting, Human Resources, and Marketing and Sales.

The series consists of FOUR SESSIONS. Participants are encouraged to attend all four as they are linked with a common theme.

1) October 9, 2014 Financial management

2) December 11, 2014 – 80/20 and goal settings

3) March 5, 2015 – Human resources and people

4) June 4, 2015 – Marketing and sales 

COST: The cost for the series is $400. We encourage you to attend all four sessions. Please contact Julie Bogle if you have questions at Julie.Bogle@sgcpa.com. 

CLICK HERE for details and to register. 

All sessions will be held at our Middleton office at 8383 Greenway Blvd, Suite 500.

Sessions run from 8:30 am to 11:30 am. 

Sessions will be followed by an optional lunch discussion. 

We are Humbled, Again!

The partners and staff at Smith & Gesteland are honored, and humbled, to be named the Number One CPA firm in the Madison Market. We were chosen by the Executive Register Readers of In Business Magazine. We have received this honor nine years in a row!

Stuff We Do!

What our 80/20 Clients are Saying:

"80/20 has revolutionized the way we do business. It is nothing that you can learn from a book or figure out on your own. With the Profit Enhancement Services Group to guide us, we found the path to sustained profit the right way - by permanently cutting unnecessary costs out of our company and focusing on what matters the most."

For more information on 80/20, go to our webpage. 

Check out these videos to get a feeling for what 80/20 is, and how it has helped our clients Simplify, Focus, Grow! 

To view Part 1 - "Introduction to 80/20", CLICK HERE

To view Part 2 - "Joe's Closet", CLICK HERE

Special Event


Thursday, October 2, 2014
8:30 a.m. - 11:00 a.m.
Sheraton Brookfield
375 S. Moorland Rd.
Brookfield, WI


Stories of how business owners DOOMED their life's work, and what you can do to avoid their mistakes.

VIDEO - The presenters for this seminar tell some of the stories they will cover.

  • Do you have a Buy/Sell agreement? Have you read it lately? Do you know what it says?
  • Do you know what would happen to your business if your family member/business partner divorced, died, or became disabled?
  • Do you know how much you would have to pay to buy your business from your family members/business partner?
  • Are you sure someone would have to pay your spouse for your share of the business if you die?
  • Do you know the crucial questions to ask your advisor?

We will discuss Buy-Sell Agreements, Death, Divorce, Poor Planning, and No Planning, and the consequences on a family or closely-held business. We will also provide you with crucial questions to ask of yourself and your advisors.

Your presenters have years of experiences, lots of stories, and lots of advice.

Welcome and Introduction by Sherry Herwig, Executive Director of the University of Wisconsin - Madison Family Business Center


Julie Bogle, JD - Partner at Smith & Gesteland, LLP, a Wisconsin based CPA and consulting firm
Bud Smith, JD - Partner at DeWitt Ross & Stevens Law firm, a Wisconsin based law firm
John Zimdars, CLU, ChFC, MsFS - Owner - The Zimdar Company, an insurance consultant and broker

Join us for this informative session.




August 26, Direct Costing Techniques - To see a rebroadcast of the Webinar, click HERE
June 17 - Sales & Use Tax for Manufacturers -  To see a rebroadcast of the Webinar, click HERE
July 22 - Preparing to Sell your Business - To see a rebroadcast of the Webinar, click HERE

Slideshare Archive

Past Presentations from Smith & Gesteland

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