Charles J. Vallone

Charles is a founding partner of FLSV and co-manages FLSV’s Business Tax Services Group and High-Net-Worth Tax Services Group.  Charles has provided tax and advisory services to closely held businesses, investment partnerships, private equity funds, hedge funds, family offices, real estate investment funds, family-owned businesses and high-net-worth individuals for over thirty years.  Charles has extensive experience in providing federal, state, local and international tax structuring, compliance, and planning services to hedge fund investment managers, private equity funds, venture capital funds, family offices, High-net-worth individuals and middle market businesses.

Charles advises his clients on a wide variety of issues including business formation and tax structuring, mergers and acquisitions, federal, state and local corporate and partnership tax matters and tax planning strategies, accounting and administration issues, compensation structuring, ECI and FDAP withholding, business development and advisory services and estate and inter-generational planning.  Charles has written articles and has lectured at professional conferences on U.S. tax and planning issues for investment partnerships, closely held businesses and cross-border high-net-worth individuals.

Charles’ professional affiliations include associate membership of the New York State Society of Certified Public Accountants, member of the American Bar Association, New Jersey State Bar Association and the New York State Bar Association where he is also a member of the Investment Funds, Pass Through Entities and Individual Tax Committees.