Charles F.  Schultz III

Charles F. Schultz III


Chuck Schultz is the Partner-in-charge of the firm’s estate and succession planning practice. He is both a licensed CPA. and attorney with over 30 years of experience providing sophisticated international and domestic estate, income, and business tax planning strategies for high net worth individuals and closely-held business owners.

Mr. Schultz recently served at RSM US as the National Tax Partner of the firm’s Private Client Service Group and authored the firm's Valuation policy for estate, gift, and personal income tax reporting. He has also served as a Tax Director at the Washington, DC, office of Coopers and Lybrand, as Senior Tax Manager at Deloitte and Touche in Chicago, and as Vice President and Chief Compliance Officer for Allstate Financial Services and Allstate Financial Advisors.

He has been a frequent presenter and author on a number of important tax topics.

Mr. Schultz received his undergraduate degree in accounting and his law degree at Loyola University of Chicago.