Susan W. Carlson

Experience

Susan has specialized in tax planning for over 35 years. She has a Masters of Law in Taxation and formerly was Board Certified in Tax Law by the Florida Bar Board of Legal Specialization (1995 – 2011). Her practice includes Federal and Florida tax issues related to the formation and operation of corporations (including S corporations), partnerships, and limited liability companies. She also consults with respect to the formation and operation of tax exempt entities.  In addition, Susan is experienced in transactional work including acquisitions, dispositions and mergers. For 2020, she was named by Best Lawyers in America as “Lawyer of the Year” in the category of Tax Law.

Distinctions and Memberships 

The Best Lawyers in America© since 2007, in the field of Tax Law; St. Petersburg, 2024 Best Lawyers “Lawyer of the Year”- Tax Law; Washington State (Member, Tax Section) and American Bar Associations; The Florida Bar (Member, Tax Section; Tax Section Executive Council, 1988-2000, National Tax Moot Court Competition Vice Chair, 1988-1990, Co-Chair, 1991; Division II, Section Administration, Assistant Director, 1991; Director, 1992 and 1993; Secretary, 1995-1996; Treasurer, 1996-1999; Long Range Planning Committee Vice-Chair, 1999-2000).

Education 

University of Washington, J.D., 1977
University of Florida, LL.M. in Taxation, 1980