Gregory Carlson

Greg is a Tax Partner and Head of the Tax Department at Boyum Barenscheer, where he works closely with business owners, families, and individuals on tax, estate, and succession planning strategies. He helps clients develop plans that align business objectives with personal and family goals, preserving wealth, supporting smooth ownership transitions, and creating long-term financial confidence. Known for translating complex tax and estate concepts into practical guidance, Greg focuses on solutions that address today’s challenges while preparing for the future.

As Head of the Tax Department, Greg leads the firm’s tax practice and helps shape strategies that keep clients ahead of changing tax laws and planning opportunities. His expertise in estate planning and wealth transfer strategies has earned recognition beyond the firm, including being featured in the Minneapolis-St. Paul Business Journal’s Table of Experts: Estate Planning, where he shared insights on federal and Minnesota tax laws, spousal lifetime access trusts (SLATs), and effective wealth preservation strategies. Read the full Table of Experts article.

Greg is also actively involved in the community, serving on local nonprofit boards and committees. This involvement provides valuable perspective on the financial and operational challenges facing both organizations and families. His combination of technical expertise, leadership, and practical approach makes him a trusted advisor for those looking to protect their legacy and plan confidently for future generations.