Carol A. Cantrell

Carol Cantrell

Attorney Carol Cantrell helps families and small businesses with tax planning, preparation, and drafting. Carol is a well-known speaker on income and estate tax matters at local as well as national tax and estate planning conferences.

  • 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
  • Qualified Mediator


  • 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

Technical Presentations

  • Journal of Taxation “Living and Dying with the Complex Rules of Incentive Stock Options” (August 1997)
  • Trusts & Estates “Separate Share Regulations Propose Surprising Changes” (March 1999)
  • The Tax Adviser “Sec. 643 Prop. Regs. Redefine Trust Income” (August 2001)
  • The Tax Adviser “Deducting Third-Party Investment Management Fees Under Sec. 67(e)” (October 2002)
  • Journal of Taxation “When is a Transferee Partner a Contributing Partner?” (May 2003)
  • The Tax Adviser “Partnership Interest for Services Regulations Offer Estate Planners a Bona Fide Solution” (October
  • The Tax Adviser “New Sec. 643 Capital Gain and Loss Carryout Regs” (December 2005)
  • The Tax Adviser “Did the Second Circuit Err in Rudkin Testamentary Trust?” (April 2007)
  • The Tax Adviser “How Will Final Regulations Apply the Knight ‘Commonly Incurred’ Test?” (June 2008)
  • Trusts & Estates “Gain is Realized on Death of the Grantor With an Outstanding Installment Note” (Feb. 2010)
  • The Tax Adviser “Preparing and Filing Form 8939” (Nov. 2011)
  • The Texas Tax Lawyer “How to Request (and Get) a PLR” (Spring 2013)
  • Probate & Practice Reporter “Final Sec. 67(e) Regulations: The End of a Long Journey” (June 2014)
  • The Tax Adviser “Final Sec. 67(e) Regulations: The End of a Long Journey” (August 2014)
  • Until Death and Taxes Do Us Part (February 2016)