Carol E. Tully, CPA, JD, AEP
Member of the Firm
Carol provides personalized tax planning and compliance services to high net worth families, executives, and business owners and their related entities. 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 thirty 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 and works with clients and advisors to develop tax efficient strategies for wealth transfer to the next generation. Carol advises clients on a wide range of planning opportunities including philanthropic planning, taxation of investment strategies, stock option and compensation planning. 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
Certified Public Accountant (CPA)
Graduate of Boston College
Masters of Law in Taxation from Boston University
Juris Doctor degree from Suffolk University Law School (JD)
Accredited Estate Planner (AEP)
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