Carol_Tully

Carol E. Tully CPA, JD, AEP

Member of the Firm, Wolf & Company PC

Carol E. Tully is the Director of Tax Services of the Entrepreneurial Driven Business group of Wolf & Company PC. Carol is a certified public accountant and attorney and has over thirty years of experience delivering a combination of expertise in the areas of individual, fiduciary, estate and gift tax planning and compliance. Carol works with clients and their 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, succession planning, stock incentive plans and equity-based compensation. Carol is a graduate of Boston College with a Juris Doctor degree from Suffolk University Law School and a Masters of Law in Taxation from Boston University. Carol is an Accredited Estate Planner (AEP). She is a past president of the Boston Estate Planning Council and the National Association of Estate Planners and Councils. In 2005 Carol was recognized as the Estate Planner of the Year by the Boston Estate Planning Council.

Appearances