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Carol provides personalized tax planning and compliance services to families, business owners and executives. She serves on the Firm’s Executive Committee, where she is responsible for helping to lead Wolf’s overall strategic direction. She is the former Director of Wolf’s Tax Services group.

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. She provides consultation services on matters such as strategic and tax-effective wealth transfer planning, family tax planning, charitable gift planning, estate and gift tax planning, succession planning, and equity-based compensation.

Industry & Service Specialization

  • Private Clients
  • Charitable gift planning
  • Equity-based compensation
  • Estate and gift tax planning
  • Family tax planning
  • Income tax planning and compliance
  • Strategic and tax-effective wealth transfer planning
  • Succession planning