Ms. Carol G. Warley Ms.

CAROL G. Warley Partner, Tax Services carol.warley@rsmus.com +1 713 625 3583 SUMMARY OF EXPERIENCE Carol's primary knowledge is in tax matters related to individual income tax, estate tax, gift tax, generation-skipping tax, life insurance, stock option planning, charitable gift giving and fiduciary income tax. She works extensively with wealthy individuals, trusts, estates, family offices, corporate executives, retired executives, family investment partnerships, charitable entities and closely held business owners. Carol was a partner at a Big Four firm, where she worked for 27 years. She was the owner of her own certified public accounting (CPA) practice for nearly four years prior to joining Margolis, Phipps & Wright, P.C. as a partner in November 2008. In December 2013, she joined the partners and staff of Margolis, Phipps & Wright, P.C. in opening the Houston office of RSM US LLP. She serves as RSM's Washington National Tax private client services tax practice leader. Carol is active in many professional organizations. She has spoken at numerous conferences, seminars and professional training meetings. PROFESSIONAL AFFILIATIONS AND CREDENTIALS * Certified public accountant, Texas * Licensed attorney, Texas * AICPA Personal Financial Specialist * American Institute of Certified Public Accountants, Technical Resource Panel Trust, Estate and Gift chair * Junior Achievement of Southeast Texas, executive board of directors * University of Houston Accounting Advisory Board * Texas Society of Certified Public Accountants, Leadership Council* Greater Houston Partnership Executive Women's Partnership * United Way Women's Initiative ADT * EDUCATION * Juris Doctor, University of Houston Law Center * Bachelor of Business Administration, accounting, University of Houston