Charles serves as Tax Director at Geller Advisors. He provides sophisticated tax planning services to a wide range of high net worth clients. Charles has worked with Geller & Company since 1995 and has over 30 years of experience in the field of taxation, working with high net worth individuals, estates and trusts, partnerships, private foundations and corporations. Prior to joining Geller & Company, he worked at Ernst & Young LLP for over 14 years, and the Internal Revenue Service for 6 years. Charles received a MS in Taxation from Pace University and a BS in Accounting from Brooklyn College. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Contact Charles at firstname.lastname@example.org.