Susan W. Carlson

Susan W. Carlson

Tax Law

5.0 (1 reviews)
St. Petersburg, Florida
43+ years experience
Johnson, Pope, Bokor, Ruppel & Burns LLP
Updated:

Contact Information

360 Central Avenue, Suite 500, St. Petersburg, FL 33701
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Bio

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. 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. 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.

Practice Areas

Tax Law

Awards & Recognition

  • Lawyer of the Year: Tax Law, St. Petersburg (2024)
  • Lawyer of the Year: Tax Law, St. Petersburg (2020)
  • Recognized: Tax Law

Recognized in Best Lawyers since 2007

Education

  • University of Washington, J.D., graduated 1982

Reviews

E

Emma Evans

2 weeks ago

A Master Strategist for Complex Tax and Estate Planning

After my father’s passing, I was overwhelmed by the complexity of his estate, which included a family business, out-of-state property, and significant investment accounts. The tax implications seemed daunting. A colleague recommended Susan Carlson, noting her decades of specialization. From our first meeting, her depth of knowledge was immediately apparent. She didn’t just execute documents; she provided a comprehensive strategy that considered long-term tax consequences for our entire family. Her 35+ years focused on tax planning, backed by her LL.M. in Taxation, were invaluable. We navigated IRS filings, business succession, and trust administration seamlessly. Her recent recognition as 'Lawyer of the Year' in Tax Law is no surprise to anyone who has worked with her. Susan is meticulous, patient in explaining intricate details, and ultimately saved our family a substantial amount in potential liabilities. Her counsel was worth every penny. I cannot recommend her highly enough for anyone facing sophisticated estate or tax matters.

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