Charles E. McWilliams, Jr.

Chuck is both a lawyer and a Certified Public Accountant and worked in public accounting before attending law school. His practice focuses on complex estate planning and administration matters, resolving tax disputes, business planning, choice of entity, and other general business matters.

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Charles E. McWilliams, Jr.'s Latest Posts

2018 Tax Updates — How the Tax Cuts and Jobs Act will affect the taxation of businesses and individuals.

by on January 17, 2018
2018 Tax Updates — How the Tax Cuts and Jobs Act will affect the taxation of businesses and individuals.

  As you likely know, there have been some recent changes to our tax laws based on the December 20 passage of H.R.1 (the “Tax Cuts and Jobs Act”). Those changes have a significant impact on the taxation of businesses and some individuals. Since the bill is approximately 440 pages long, I will not go […]

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Completing Action Items Ensures an Effective, Efficient Process for Estate Planning

by on October 14, 2015
Completing Action Items Ensures an Effective, Efficient Process for Estate Planning

I recently met with the daughter of one of my estate planning clients. The last time we spoke was more than three years ago when we held an emergency estate planning meeting at the hospital before her mother’s heart surgery. At that point, the family—and doctors—were concerned my client might not make it through the […]

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Planning Lessons from the Real Estate Industry

by on February 2, 2015
Planning Lessons from the Real Estate Industry

I work with real estate developers, investors, and Realtors on nearly a daily basis, and I am always impressed by the transformation newcomers to the industry undergo from the time they start their first project to when their business is thriving. These professionals learn many lessons the hard way. Some seek counsel from the start, […]

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Tax Code Changes – Will They Impact You?

by on February 27, 2013

by Charles E. McWilliams, Jr. As tax season approaches I receive more frequent questions from my clients about what impact, if any, the American Taxpayer Relief Act of 2012 (“ATRA”) will have on them this year. The short answer is, “it depends”, but for some clients, the impact may be dramatic. For those of you […]

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The Estate Tax and Gifting Game of 2012

by on October 9, 2012

Nearly every time I go into an estate planning meeting the first question my client asks is, “What’s going to happen with the estate tax next year.” Unfortunately, I cannot provide my clients with an answer I would be willing to bet on. For those of you who do not understand what prompts the initial […]

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