Charles Friedman
- Director, Eisner Advisory Group LLC
Contact
Charles Friedman is a Director in the firm's Private Client Services Group. With 40 years of experience in public accounting, Charles specializes in providing tax services to estates, trusts, and high-net-worth individuals across various industries.
Charles helps his clients navigate the complex accounting landscapes of tax and legal matters. In addition to strategic wealth planning, he has expertise in estate and income tax planning, tax compliance, estate administration, and management of family offices.
Prior to joining the firm, Charles was a Director at Caler, Donten, Levine, Cohen, Porter and Veil, P.A. (CDL), a leading full-service accounting firm in Florida before joining Eisner Advisory Group.
Specialties
- Strategic Wealth Planning
- Estate Planning
- Individual & Non-Profit Tax Compliance
- Judicial Accountings
- Expert Testimony
Credentials & Education
- Baruch College Major: BBA, Finance
- New York Law School: JD
Affiliations
- Connecticut Bar
- East Coast Estate Planning Council
