Carrie J. Larson
Wealth Strategist, UBS Financial Services, Inc.
Carrie J. Larson is a wealth strategist in the Advanced Planning Group at UBS Financial Services, Inc. in New York City.
Carrie J.’s Recent activity
Avoid tax traps that get in the way of a successful gift.
Our series concludes with a discussion of charitable gifting options and planning for after the sale.