Carlos is a principal, a member of the strategic advisory team and serves as head of fiduciary tax services. In this role, he leads the firm’s private client tax team and develops innovative strategies for individuals and families with trusts, private foundations and family offices. Throughout his career, Carlos has focused on providing clear advice to multigenerational families on matters related to wealth preservation, business succession planning and charitable giving. Prior to joining the firm, Carlos was a supervisor and forensic accountant at Rosen, Sapperstein & Friedlander, and he has testified in court as an expert witness in matters relating to economic damages and sales of closely held business interests.

Education

  • University of Baltimore Merrick School of Business, MST (Expected May 2023)
  • University of Maryland, Baltimore County, BS (cum laude)

Community Involvement

  • Board Member, Casey Cares Foundation
  • Board Member, Howard County Estate Planning Council
  • Governing Member, Baltimore Symphony Orchestra
  • Member, Baltimore Estate Planning Council
  • Member, American Institute of Certified Public Accountants
  • Member, Maryland Association of Certified Public Accountants
  • Member, Association of Certified Fraud Examiners

Certifications

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Chartered Global Management Accountant (CGMA)
  • Accredited in Business Valuation (ABV) 
  • Certified in Financial Forensics (CFF)

Colleagues

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