Charlie is a Director at Wiss & Company LLP . His practice area of concentration is real estate which includes providing audit and accounting services to clients that own, develop and /or manage retail shopping centers, commercial office space, warehouse and residential real estate. Charlie manages all types of engagements, including preparation of personal financial statements for high net worth individuals ,audits ,reviews and compilations which include manufacturing clients and New York City Certioraris reporting to aid real estate owners in reducing New York City real estate taxes. In addition Charlie has performed due diligence for his clients in connection with their acquisition of real estate. His tax experience includes income, trust, gift and estate tax planning and preparation of tax returns.
Charlie has assisted clients structuring and obtaining financing in connection with their acquisition of real estate. He has also assisted clients in obtaining significant tax savings based on his tax and estate tax planning knowledge.
BS – Accounting from Brooklyn College of the City University
of New York
Certified Public Accountant in New York
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
New York Jersey State Society of Certified Public Accountants
When not in the office, Charlie enjoys spending time with his family.