Shareholder // Tax
OFFICE: Kansas City, MO
As a Shareholder, Chuck supports and advises clients on topics and issues important to their financial security. He anticipates and prepares strategic tax plans, handles compliance concerns and represents clients before federal and state agencies. Chuck focuses his time on issues impacting business professionals and high-wealth individuals as well as real estate matters. Prior to joining BerganKDV, Chuck assisted in co-management of the tax department at his firm and helped with recruiting and hiring team members among other duties.
Chuck received his bachelor’s and master’s degree in business administration from the University of Kansas and earned a Juris Doctor of Law degree from the same institution. He has credentials as a certified public accountant (CPA) and is an ABV professional (Accredited in Business Valuation).
When he’s not partnering with clients on their tax and financial needs, Chuck can be found spending time with his family, traveling, attending cultural events in his area and rooting for the Kansas Jayhawks.