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Charles F. Schultz III



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Chuck is the Partner responsible for FGMK’s Estate and Succession Planning Practice. He is a licensed CPA and attorney with over 30 years of experience in providing sophisticated international and domestic estate, income and business tax planning services for high-net-worth individuals, owners of closely held businesses and family offices.

Chuck is a frequent presenter and author, providing guidance on a number of important tax topics faced by taxpayers. His publications include articles in Tax Advisor Magazine, Real Estate Solutions, and Investment and Wealth Monitor. He has delivered a presentation to the Chicago Estate Planning Counsel regarding international tax planning. Chuck also provided guidance at the AICPA National Tax Conference on estate and trust tax planning strategies.

Prior to joining FGMK in 2017, Chuck was a national tax partner in the private client service group at RSM in Washington. He previously served as national tax director at the Washington, D.C. office of Coopers & Lybrand, as senior tax manager at Deloitte in Chicago and as vice president and chief compliance officer for Allstate Financial Services and Allstate Financial Advisors. Chuck has also served as an adjunct faculty member at the Georgetown University School of Law and has hosted a daily radio tax topic program on WPGC FM in Washington, D.C.

Education and Certifications

  • J.D., Loyola University of Chicago School of Law
  • B.B.A., Accounting, Loyola University of Chicago

Professional and Civic

  • American Bar Association (ABA), Member
  • American Institute of Certified Public Accountants (AICPA), Member

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