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Tax Planning

Proactivity Is Key

It isn’t necessarily what you make—it is what you keep that is important. This principle is central to the tax planning Carlson Capital Management conducts with clients.

Planning for the Future to Minimize Your Tax Burden

One of the ways in which we deliver significant value is through proactive tax planning that, when implemented early enough each year, can yield tax savings.

There are several life events that require careful examination including: the liquidation of stock options, a sale of a business or highly appreciated asset, a pension rollover, a retirement payout decision, or a charitable giving opportunity. Proactive tax planning and analysis anticipates these life events and makes recommendations to minimize your tax burden.

An important benefit of CCM’s indexed investment approach is the tax-efficiency of the assets that we manage. Careful consideration and individual attention are given to each portfolio in order to maximize after-tax returns.

TaxCaddy

TaxCaddy allows our clients to securely connect with us online to share documents and communicate with their tax advisor.

CCM Tax and Trust

Clients requesting tax return preparation services are referred to a commonly-held affiliate, CCM Tax & Trust Administration.

Meet Our Team

Our approach to wealth management is to surround you with a team of experts who work together to integrate all of the key financial disciplines into one plan.

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Get in Touch

Interested in tax planning and its place in our integrated wealth management approach? Take the next step.