Experience is the Difference®

Theodore A. Carlson, MST
Ted’s focus as a trust and estate specialist is to guide new executors through the complicated process.

With more than 30 years of experience advising individuals about their personal income tax environment, Ted joined Gunnip & Company in 2016 as a manager in the tax department. Previously, he had been with M & T Bank, J.P. Morgan Chase, ParenteBeard and Price Waterhouse.

Ted’s focus has been working with trusts, estate and gift tax strategies and plan execution. He has a specialization in the detailed analysis of trust documents and wills in order to file appropriate Federal and State income tax returns. He can assist with annual and lifetime gifting strategies, as well as providing his experience to develop detailed plans to effectively exercise Non-Qualified Stock Option and Incentive Stock Options.

He enjoys the personal interaction with clients and being able to help them understand difficult tax concepts and how they affect their personal situations. Ted enjoys working with new executors, helping them to understand the process. Explaining terms, documents, tax reporting requirements and so forth.

Ted believes an estate plan should begin with how the client would like the assets distributed. Once you understand the client’s wishes, you can apply specific tax strategies. He enjoys testing his clients’ documents to ensure they will perform as intended. He’s been know n to say “Plan early, revisit your plan regularly and do not defend the status quo.”

Ted lives in Delaware with his wife and children. In his spare time, you may find him playing golf or working around the yard. 

Education | Affiliations: 
BS, Accounting – University of North Dakota
MS Taxation – Widener University
American Institute of Certified Public Accountants (AICPA)
Delaware Society of Certified Public Accountants (DSCPA)

Experience is the Difference®