3700 Buffalo Speedway
, Suite 1000, 
Houston, TX 77098, 
phone: 713-333-0555, 
fax: 713-333-0550

Carol A. Cantrell

  • Licensed Texas Attorney and CPA
  • Board Certified – Tax Law
  • Board Certified – Estate Planning & Probate Law
  • Admitted to practice in U.S. Tax Court, the 2nd  and 5th  Circuit Courts of Appeals, the U.S. District Court Southern District of Texas, and the United States Supreme Court 
  • Over 30 years experience in public accounting
  • Author:
    • Stock Options: Estate, Tax, and Financial Planning
    • The Fiduciary Accounting Answer Book
    • Taxation of Compensation and Benefits
    • Guide to Practical Estate Planning
    • Texas Franchise Tax Deskbook
    • Journal of Taxation “When is a Transferee Partner a Contributing Partner?” (May 2003)
    • Journal of Taxation “Living and Dying with the Complex Rules of Incentive Stock Options” (August 1997)
    • Trusts & Estates   “Gain is Realized on Death of the Grantor With an Outstanding Installment Note” (Feb. 2010)
    • Trusts & Estates “Separate Share Regulations Propose Surprising Changes” (March 1999)
    • The Tax Adviser “Final Sec. 67(e) Regulations: The End of a Long Journey” (August 2014)
    • The Tax Adviser “Preparing and Filing Form 8939” (Nov. 2011)
    • The Tax Adviser “How Will Final Regulations Apply the Knight ‘Commonly Incurred’ Test?” (June 2008)
    • The Tax Adviser “Did the Second Circuit Err in Rudkin Testamentary Trust?” (April 2007)
    • The Tax Adviser “New Sec. 643 Capital Gain and Loss   Carryout   Regs”   (December   2005)
    • The Tax Adviser “Partnership   Interest   for   Services Regulations   Offer   Estate   Planners   a   Bona   Fide   Solution”   (October   2005)
    • The Tax Adviser “Deducting Third-Party Investment Management Fees Under Sec. 67(e)” (October 2002)
    • The Tax Adviser “Sec. 643 Prop. Regs. Redefine Trust Income” (August 2001)
    • Probate  & Practice  Reporter  “Final  Sec.  67(e)  Regulations:  The  End  of a  Long Journey” (June 2014).

Carol helps families and small businesses with tax planning, preparation, and drafting. She is a well-known speaker on income and estate tax matters at local as well as national tax and estate planning conferences. Read Carol Cantrell’s resume for more information.




Contact Carol Cantrell at 713-333-0555