Christopher Luckhaupt
Advisory Services Senior Manager at Cassady Schiller CPAs & Advisors- Claim this Profile
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Bio
Credentials
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Certified Public Accountant (CPA)
Accountancy Board of Ohio -
Lean Six Sigma Green Belt (ICGB)
EY
Experience
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Cassady Schiller CPAs & Advisors
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United States
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Accounting
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1 - 100 Employee
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Advisory Services Senior Manager
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Jan 2022 - Present
- Expand and manage Cassady Schiller's Client Accounting and Advisory Services practice, providing our clients an opportunity to outsource back-office accounting services allowing them to improve their bottom line without requiring the traditional employment model.
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Advisory Services Manager
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Aug 2019 - Dec 2021
- Assisted clients in both calculating and obtaining forgiveness of PPP loans, totaling $50M+ of principal- Assisted clients in both calculating and requesting Employee Retention Credits, totaling $15M+ of cash refunds- Created and manage Cassady Schiller's Technology Advisory Services practice, providing our clients with the resources, recommendations, and implementation team to leverage both out-of-the-box and customized technology solutions to eliminate non value added routines and tasks. Show less
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Tax Manager
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Oct 2016 - Jul 2019
-Obtaining Lean Six-Sigma Green Belt certification with a focus in lean processing-Led an internal regional Kaizen (Lean Six-Sigma) initiative eliminating process waste, resulting in at least 10% savings of hours and cost with each project team- Worked collaboratively with the Tax Technology & Transformation group to develop new calculation and reporting tools within the Microsoft Suite and Power BI for a client's quarterly tax provision and annual income tax returns.- Managed client relationships (POC) for various clients within the private equity industry, providing both income tax return and accounting for income tax services. Show less
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Tax Senior
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Oct 2013 - Oct 2016
- Assisted with the preparation and review of three carve-out provisions for a Fortune 100 company whose separated assets exceed $1.5 billion- Assisted with the reviewed of various income tax provisions for private-held clients, whose assets ranged from $25 million to $150 million. Technical topics included stock option accounting, purchase accounting adjustments, and foreign activity impact.- Reviewed the Federal Form 1065 and state tax returns for clients under bankruptcy, resulting in technical terminations, Sec. 754 basis adjustments, and Sec 743 amortization.- Created an Microsoft Access-based internal revenue tracking tool for the use of upper-management to track actual results to goals. Functionality included the routine import of standard reports, modifications via user-interface, and export of standardized reports to Microsoft Excel.- Reviewed company activity to determine conformity to tangible personal property regulations (TPR) and provided recommendations for policy changes. Show less
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Tax Staff
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Oct 2011 - Oct 2013
- Prepared and reviewed Form 1065 tax returns for private equity funds, whose assets under management exceeds $194 billion- Prepared and reviewed Federal Form 1120S, various state, and composite tax returns for multi-national local manufacturing companies with income in excess of $25 million annually. Prepared and reviewed individual income tax returns (Form 1040) for the owners of these flow-through entities.- Prepared and reviewed Federal Form 1120, various state, and Form 5471 tax returns for multi-national local manufacturing companies with assets exceeding $325 million. - Assisted with the analysis and reporting of various state incentive initiatives for multiple companies, specifically the New Mexico High Wage Jobs Credit, for a total credit in excess of $1 million.- Prepared and reviewed Federal Form 1040, state, and local tax returns for individuals with AGIs in excess of $1.6 million- Prepared SOX 404 (determination of adequacy of internal control structure over financial reporting) review for Fortune 100 company, reporting both positive and negative findings to company's corporate controller. Show less
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United Way of Greater Cincinnati
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United States
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Non-profit Organizations
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100 - 200 Employee
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EITC Volunteer
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Jan 2010 - Feb 2019
- Co-Site Coordinator for Lincoln Heights VITA site (2013 & 2014) and St John United Church of Christ VITA sit (2015 - 2019) - Prepared and reviewed Form 1040 and Form 1040 EZ for low-income individuals with AGIs no greater than $60,000. - Prepared and reviewed individual's Ohio, Kentucky, and Indiana income tax returns - Co-Site Coordinator for Lincoln Heights VITA site (2013 & 2014) and St John United Church of Christ VITA sit (2015 - 2019) - Prepared and reviewed Form 1040 and Form 1040 EZ for low-income individuals with AGIs no greater than $60,000. - Prepared and reviewed individual's Ohio, Kentucky, and Indiana income tax returns
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McRoberts & Associates CPAs, Inc.
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Dayton, Ohio Area
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Tax Intern & Tax Staff
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Jan 2010 - Sep 2011
- Performed Form 1040 review and preparation for clients with AGIs ranging from $50,000 to $250,000. - Reviewed and prepared Form 1120 & 1120S for clients with gross sales ranging $10,000 to $14 million. - Prepared Form 1041(Trust and Estate),Form 1065, Form 1120-C, Form 5500, and Ohio CAT Tax for requiring clients. - Participated in correspondence and preparation for two (2) IRS audits - Performed Form 1040 review and preparation for clients with AGIs ranging from $50,000 to $250,000. - Reviewed and prepared Form 1120 & 1120S for clients with gross sales ranging $10,000 to $14 million. - Prepared Form 1041(Trust and Estate),Form 1065, Form 1120-C, Form 5500, and Ohio CAT Tax for requiring clients. - Participated in correspondence and preparation for two (2) IRS audits
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Burke & Schindler
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Accounting
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1 - 100 Employee
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Tax Intern
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Jan 2009 - Apr 2009
- Performed Form 1040 preparation for clients with AGIs ranging from $1,000 to $2.4 million. - Performed Form 1065, Form 1120S, and Form 1041 preparation for small businesses and trusts. - Entered year-end adjusting entries and calculated both tax and book depreciation for business returns. - Created cost basis schedules for securities dating back 10+ years. - Researched tax and accounting rules for specific tax return issues and special projects for partners - Performed Form 1040 preparation for clients with AGIs ranging from $1,000 to $2.4 million. - Performed Form 1065, Form 1120S, and Form 1041 preparation for small businesses and trusts. - Entered year-end adjusting entries and calculated both tax and book depreciation for business returns. - Created cost basis schedules for securities dating back 10+ years. - Researched tax and accounting rules for specific tax return issues and special projects for partners
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Education
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2008 - 2011
University of Dayton
BSBA, Accounting & Management Information Systems (MIS) -
2006 - 2008
Loyola University of Chicago
Accounting -
2002 - 2006
Archbishop Moeller High School
High School Diploma
Community
