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Charles Piazza

Charles Piazza

CPA

Director

+1 (972) 748 0148

Charles is a director in Baker Tilly’s private wealth practice. Charles has more than 17 years of experience working with high-net-worth individuals, business owners, executives, fiduciaries, families with multigenerational wealth and family offices. He works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client.

Prior to joining Baker Tilly, Charles spent four years with another Dallas-based firm, serving various entrepreneurs and their businesses and personal tax needs.

  • Serves and represents clients before the IRS and has successfully negotiated tax assessments for an array of individuals and businesses
  • Experience in facilitating all accounting aspects of a small business
  • Advises entrepreneurs on formation and structuring of entity, operations and mergers and acquisitions, while effectively managing tax implications from the business down to individual owners
  • Extensive experience with structuring and tax compliance for investment partnerships, family limited partnerships, private equity funds, and fund to fund investments
  • Helps clients with family office structuring and planning, develops optimized tax strategies and philanthropic planning including Private Foundations