Carol Warley
Area of Focus
Private client services
Office Location
Houston, TX

Carol Warley

Partner
Carol Warley
Area of Focus
Private client services
Office Location
Houston, TX

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
  • Texas Society of Certified Public Accountants, board of directors
  • Junior Achievement of Southeast Texas, executive board of directors
  • Council on Recovery Foundation, board of directors
  • University of Houston, accounting advisory board
  • Beth Israel, board of directors
  • State Bar of Texas, tax section council
  • Greater Houston Community Foundation Council
  • Greater Houston Partnership Executive Women’s Partnership

Education

  • Juris Doctor, University of Houston Law Center
  • Bachelor of Business Administration, accounting, University of Houston
Carol Warley
Area of Focus
Private client services
Office Location
Houston, TX