About Carol

With more than 40 years of experience in tax consultation services, Carol Warley has been a partner at a Big Four firm, owner of a certified public accounting practice, and now serves as RSM’s Washington National Tax private client services tax practice leader. Carol is a thought leader and mentor in tax consultation services and specializes in estate and gift planning, charitable gift planning, and fiduciary income tax planning.

Experience

Carol offers personalized consulting related to individual income tax, estate tax, gift tax, generation-skipping transfer tax, life insurance planning, stock option planning, charitable gift giving and fiduciary income tax. She works extensively with wealthy individuals, trusts, estates, family offices, corporate executives, retired executives, charitable entities and closely held business owners.

She is a trusted advocate and mentor for young talent and professional organizations. She has spoken at numerous conferences, seminars, professional training meetings, graduate ethics classes, and is recognized by numerous organizations for her professional achievements.

Professional affiliations and designations

• Certified public accountant, Texas
• Licensed attorney, Texas
• American Institute of Certified Public Accountants, personal financial specialist and chair trust, estate & gift technical resource panel
• American Bar Association, Real Property Trusts & Estates section
• Texas Society of Certified Public Accountants, and past chair of federal tax policy committee
• Junior Achievement of Southeast Texas, executive board of directors
• University of Houston, past chair of accounting advisory board
• State Bar of Texas, tax section
• Greater Houston Community Foundation, professional advisor council
• Greater Houston Partnership Executive Women's Partnership
• Girl Scouts of San Jacinto Council, board of directors, TXCPA Leadership Council

Education

• Juris Doctor, University of Houston Law Center
• Bachelor of Business Administration, accounting, University of Houston