Chuck Martin, Partner, Wipfli Advisory LLC

Chuck Martin, CPA, PFS, CITP

Partner, Wipfli Advisory LLC

Chuck Martin is a partner who concentrates his efforts in the areas of taxation, estate, and succession planning and compliance and general business consulting. He leverages his vast experience to assist clients in privately owned companies across various industries including construction and real estate, manufacturing and distribution, and service. As part of the estate tax group, Chuck has unique experience in dealing with planning and compliance issues in areas ranging from general estate planning to succession planning for family members. He also has served as a professional trustee and executor.

  • Tax planning 
  • Corporate tax
  • Budgeting and forecasting
  • Strategic planning
  • Succession and estate planning
  • Professional trustee and executor 
  • Construction and real estate
  • Manufacturing and distribution
  • Service industry
  • Legal services

  • Certified Public Accountant
  • Personal Financial Specialist
  • Computer Information Technology Professional

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member

Northern Illinois University
  • Bachelor of science degree in accountancy
Expertise and services

SERVICES

Latest case studies, resources, and insights

  • Reduce your personal tax liability with year-end planning tips

    WEBINAR | TAX

    Reduce your personal tax liability with year-end planning tips

    Join this year-end tax planning webinar for insights on incentives and deductions to reduce your liabilities.

  • Estate planning: Make the right wealth-transfer decisions

    WEBINAR | PRIVATE CLIENT SERVICES

    Estate planning: Make the right wealth-transfer decisions

    Wipfli specialists will help your decision-making as you prepare for wealth transfer that works for your family dynamics and takes advantage of current tax laws

  • Tune in for individual tax-planning tips and strategies

    WEBINAR | TAX

    Tune in for individual tax-planning tips and strategies

    Listen to private client specialists and thought leaders to learn how to take the stress out of tax preparation and planning.