At Carlson Capital Management it is not what you make, it is what you keep that is important.

This axiom is central to the tax planning we undertake for our clients. We perform two tax-related services for our clients:

• Tax planning and analysis
• Tax preparation

Most people do “reactive” tax planning in February or March for the year preceding. At this point, it is usually too late for planning. The deeds are done. Most of our clients require tax saving strategies that must be incorporated each year.There are often 2 or 3 times in one’s financial life that a significant tax event occurs necessitating careful examination. Events may include: the liquidation of stock options, a sale of a business or highly appreciated asset, a pension rollover, a retirement payout decision, a charitable giving opportunity or a host of other situations.

Proactive tax planning and analysis anticipates these life events, and makes recommendations that minimize the client’s tax burden. An important benefit of Carlson Capital Management’s indexed investment approach is the tax-efficiency of the assets that we manage. Careful consideration and individual attention is given to each client’s portfolio in order to maximize after-tax returns.