Carol serves as Wolf's Director of Tax Services of the Firm's Commercial Industries group. With over twenty-five years of experience, Carol is a certified public accountant and attorney and delivers a unique combination of expertise in the areas of business, individual and estate tax planning and compliance. Carol provides personalized tax planning and compliance services to families, business owners and executives as well as providing guidance in specialty areas such as estate and gift tax planning. In addition to providing tax services to individuals, Carol advises entrepreneurial-driven businesses in a variety of industries, including investment advisors, investment funds, software and other technology businesses. She also provides consultation services on matters such as business formation, mergers and acquisitions, succession planning, stock incentive plans and deferred compensation. Education Boston College Boston University, Masters of Law in Taxation Suffolk University Law School, Juris Doctor Memberships American Institute of Certified Public Accountants Massachusetts Society of Certified Public Accountants National Association of Estate Planners and Councils - past President Boston Estate Planning Council - past President PKF North American Network International Tax Committee - past Chair Awards and Designations 2005 Estate Planner of the Year - Boston Estate Planning Councill Accredited Estate Planner (AEP) |