Charity has been a trusted advisor to business owners and their families, and to business leaders, since 2003. At Moss Adams she advises clients on matters related to taxation and the tax implications of estate planning, trust design, business entity formation, and business succession.

She has published on various topics in tax law, and is a regular speaker and contributor to articles on matters related to wealth planning and taxation. She has been featured in Money Magazine, Business Insider, The Los Angeles Times, and CBS News.

• Board Member, Casa Cornelia Law Center
• Board Member, Beach and Bay YMCA
• Member, North Carolina State Bar
• Member, Rady Children’s Hospital Estates & Trust Council

• BA, University of North Carolina at Charlotte
• JD, University of San Diego School of Law
• LLM, taxation, University of San Diego School of Law