53rd Annual Heckerling Institute Update
Carol will share with our group some of the recent topics discussed at the 53rd Annual Heckerling Institute on Estate Planning. This will be a live webcast you can view from your own computer via the link below. There will be time for questions throughout the presentation.
Carol’s primary experience is in tax matters related to individual income tax, estate tax, gift tax, generation-skipping tax, tax controversy, 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 practice for nearly four years prior to joining Margolis, Phipps & Wright, P.C. (MP&W) as a partner in November 2008. In December 2013, she joined the partners and staff of MP&W in opening the Houston office of RSM US LLP.