Gregory Carlson

Greg is a Tax Partner at Boyum Barenscheer, working closely with business owners on tax and estate planning strategies that make sense for both their companies and their families. He helps clients create estate plans that support business goals, succession planning, and family priorities, preserving wealth and setting the stage for a smooth transition to the next generation. Known for breaking down complex financial topics into practical, actionable guidance, Greg focuses on strategies that balance today’s needs with long-term goals.

Greg was featured in the Minneapolis-St. Paul Business Journal as part of their Table of Experts: Estate Planning, sharing insights on federal and Minnesota tax rules, spousal lifetime access trusts (SLATs), and long-term planning strategies. Read the full Table of Experts article.

He is also active in the community, serving on local nonprofit boards and committees, which gives him a grounded perspective on the financial challenges individuals and organizations face. Greg’s experience and practical approach make him a trusted partner for business owners looking to protect their legacy and plan confidently for the future.