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Charlie is a Tax Principal in Wolf’s Financial Institutions group and is responsible for the successful delivery of tax compliance, tax provision and planning services to our financial institution clients. 

Charlie joined the Firm in 2012 after spending over 30 years in an international accounting firm. His tax planning experience includes federal and state tax minimization and examination support, merger and acquisition analysis, transaction structuring, due diligence review, stock offerings, and net operating loss planning.  

Charlie resides in Cromwell, CT and has two grown children, Charlie and Corinne, and one grandson, Spencer. He is an avid golfer, road cyclist and guitarist. 

Industry & Service Specialization

  • Bank holding companies
  • Banks
  • Financial Institutions
  • Public companies
  • Due diligence review
  • IRS examination support
  • Mergers and acquisitions
  • Net operating loss planning
  • Stock offerings
  • Transaction structuring
  • Tax:
    • Federal and state tax minimization
    • Tax compliance
    • Tax planning