Carol E. Tully, CPA, JD, AEP
Member of the Firm
Carol provides personalized tax planning and compliance services to families, business owners and executives. She serves as Wolf’s Director of Tax Services of the Firm’s Entrepreneurial Driven Business group and is a member of the Executive Committee.
Carol is a certified public accountant and attorney and has over twenty-nine years of experience delivering a unique combination of expertise in the areas of individual, fiduciary, estate and gift tax planning and compliance.
AREAS OF EXPERTISE
In addition to providing personalized tax planning and compliance services, Carol provides services in specialty areas such as estate and gift tax planning. She also advises entrepreneurial-driven businesses in a variety of industries, including investment advisors, investment funds, and professional services. Additionally Carol provides consultation services on matters such as business formation, mergers and acquisitions, succession planning, stock incentive plans and equity-based compensation.
EDUCATION AND CERTIFICATIONS
Graduate of Boston College
Masters of Law in Taxation from Boston University
Certified Public Accountant (CPA)
Juris Doctor degree from Suffolk University Law School
Accredited Estate Planner
MEMBERSHIPS AND ORGANIZATIONS
Past President of the National Association of Estate Planners and Councils
Past President of the Boston Estate Planning Council
Past Chair of the PKF North American Network International Tax Committee
Massachusetts Society of Certified Public Accountants (MSCPA)
American Institute of Certified Public Accountants (AICPA)
AWARDS AND ACCOLADES
2005 Estate Planner of the Year – Boston Estate Planning Council