Chuck Martin, CPA, PFS, CITP
Partner
Chuck Martin is a partner who concentrates his efforts in the areas of taxation, estate, and succession planning and compliance and general business consulting. He leverages his vast experience to assist clients in privately owned companies across various industries including construction and real estate, manufacturing and distribution, and service. As part of the estate tax group, Chuck has unique experience in dealing with planning and compliance issues in areas ranging from general estate planning to succession planning for family members. He also has served as a professional trustee and executor.
Certifications
- Certified Public Accountant
- Personal Financial Specialist
- Computer Information Technology Professional
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
Areas of Focus
- Tax planning
- Corporate tax
- Budgeting and forecasting
- Strategic planning
- Succession and estate planning
- Professional trustee and executor
- Construction and real estate
- Manufacturing and distribution
- Service industry
- Legal services
Education
Northern Illinois University- Bachelor of science degree in accountancy
Recent Insights
Webinars
Reduce your personal tax liability with year-end planning tips
Nov 09, 2023
Estate planning: Make the right wealth-transfer decisions
May 11, 2023
Tune in for individual tax-planning tips and strategies
Feb 10, 2023