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Gregory Carlson

Partner
Degree(s)
  • Bachelor of Science, Business – Accounting - University of Minnesota, Twin Cities
  • Master of Business Taxation - University of Minnesota, Twin Cities
  • Graduate Certificate in Estate Planning - Villanova University School of Law, Philadelphia, PA
Membership(s)
  • Minnesota Society of Certified Public Accountants (MNCPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Financial Planning Association (FPA)
  • American Bar Association (ABA)
  • Alliance of Merger & Acquisition Advisors (AM&AA)
  • Institute for Divorce Financial Analysts (IDFA)
Accreditation(s)
  • Certified Financial Planner (CFP®)
  • Masters of Business Taxation (MBT)
  • Certified Divorce Financial Analyst (CDFAâ„¢)
  • Retirement Income Certified Professional (RICP®)
  • Certified Merger and Acquisition Advisor (CM&AA)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Greg started his career as an auditor with an international accounting firm and has over 30 years of practical experience. He advises closely held businesses and business owners on tax and estate planning, with an eye toward practical long-term strategies which work in concert with business strategies.

By serving on local non-profit boards and committees, Greg is better able to connect with the needs of the community. An avid world traveler, the exploration of other cultures goes hand in hand with his intellectual curiosity and desire for lifelong learning.

Industry Specializations

Manufacturing & Distribution
Auto

We’re here to make a difference to our clients by offering exceptional tax, audit, business advisory and outsourced services.

Contact Us
Info@myboyum.com

Home Office:
3050 Metro Drive, Suite 200
Bloomington, MN 55425

952-854-4244