Charles Lee Wolfe

Phone: (325)669-4203




Credentials Held

CGMA - Chartered Global Management Accountant Desi, CITP - Certified Information Technology Profession

CPA Licenses Held

TexasSince 02/02/1981


Areas of Expertise

Accounting and Financial Reporting
   Accounting Compliance and Reporting (IFRS)
   Accounting Compliance and Reporting (Private Companies)
   Accounting Compliance and Reporting (US)
   Financial Instruments
   Integrated Reporting
   Internal Control over Financial Reporting
   SEC Regulatory Compliance and Reporting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Forensic and Valuation Services
   Bankruptcy & Reorganization
   Business Economic Damages
   Electronic Data Analysis
   Employee Stock Ownership Plans (ESOPs)
   Engagement Planning & Preparation and Information Gathering & Preservation
   Expert Witness Testimony
   Fair Value for Financial Reporting
   Family Law & Divorce
   Financial Instruments
   Financial Statement Misrepresentation
   Fraud Prevention, Detection, & Response
   Gift & Estate Income Tax, FLPs & LLPs
   Individual Damages
   Intellectual Property Valuation & Infringement
   M&A Due Diligence & Stakeholder Dispute Resolution
   Practice Management
   Report Preparation
   Valuation Methods, Approaches, and Analysis
   Agriculture, Forestry, Fishing and Hunting
   Arts, Entertainment and Recreation (including Gaming)
   Auto Dealerships
   Depository and Lending Institutions
   Government and Public Sector
   Health Care and Social Assistance
   Insurance Life & Health
   Insurance Property and Liability
   Investment Companies
   Media Communications and Information
   Mining, Quarrying, and Oil and Gas Extraction
   Professional, Scientific and Technical Services (including Business Services)
   Real Estate and Rental and Leasing
   Transportation and Warehousing
   Wholesale and Retail Trade
Information Management and Technology Assurance
   Business Intelligence
   Cloud Computing
   Computer Fraud
   Information Management
   IT & Integrated Audits
   IT Risk Management and Internal Controls
   Service Organizations Controls
Management Accounting
   Accounting Operations Management
   Business Acumen, People and Leadership Skills
   Business Planning, Budgeting and Forecasting
   Corporate Finance and Treasury Management
   Financial Accounting and Reporting
   Human Resource and Talent Management
   Information Systems and Management
   International Business
   Mergers and Acquisitions
   Performance and Cost Management, Analysis and Control
   Risk Management and Internal Control
   Strategy and Governance
   Tax Compliance, Planning and Strategy
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
   C Corporation Income Taxation
   Employee Benefits
   Individual Income Taxation
   International Tax
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Exempt Organizations
   Tax Practice Management
   Taxation of Estates and Trusts