Joseph Charles
Senior Advisor at FustCharles
- Role
- Senior Advisor at Fustcharles
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Joseph Charles
Advisor primarily to closely held businesses in corporate (C or S corporations) and partnership/limited liability structure. Focus is on business, tax and succession planning, including mergers, acquisitions and sales of businesses. Management experience from serving clients, holding executive level positions managing and directing strategic planning of certified public accounting firm and as executive officer of publicly held venture capital company. Business areas served include hospitality and lodging, manufacturing, wholesale and distribution, technology related, professional services, emerging business and entrepreneurs and real estate.Prior experience to forming current Firm was with international accounting firm and as Treasurer of publicly held venture capital company.Holds a certified public accounting license in New York, Connecticut and Virginia and is an Accredited Estate Planner and Chartered Global Management Accountant.
Experience
Senior Advisor
Aug 1977 — Present · Syracuse, NY, US
Education
Georgetown University
B.S.B.A.
Skills
- Tax Research
- Business Valuation
- Strategic Planning
- Us Gaap
- Leadership
- Tax
- Generally Accepted Accounting Principles (Gaap)
- Corporate Finance
- Corporate Tax
- Due Diligence
- Cpa
- Income Tax
- Budgeting
- Real Estate
- Tax Preparation
- U.s. Sec Filings
- Accounting
- Financial Reporting
- Tax Accounting
- Mergers
- Sec Filings
- Sarbanes-Oxley Act
- Financial Accounting
- Auditing
- Budgets
- Investments
- Internal Controls
- Small Business
- Gaap
- Management
- Financial Analysis
- Executive Management
- Mergers & Acquisitions
- Sales
- U.s. Generally Accepted Accounting Principles (Gaap)
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