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Charlie is a Principal in Wolf’s Financial Institutions Group, and is responsible for the successful delivery of tax compliance and planning services to the Firm’s financial institution clients throughout the Northeast. He also addresses bankers and other professionals on various tax-related topics including tax law changes and tax planning.

Charlie joined Wolf in 2012 after spending over 30 years in a Big 4 accounting firm. He has experience providing tax compliance, tax provision, and planning services to a variety of financial institutions. Charlie has served mutual and publicly held financial institutions, as well as leasing and real estate companies.

Charlie resides in Cromwell, CT and has two grown children, Charlie and Corinne, and one grandson, Spencer. In his spare time, Charlie 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