Carlson Capital Management

Integrated Wealth Management

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Tax

Tim Jackson – Carlson Capital Management
Tim Jackson

Director of Operations & Technology
507.321.4003
Email Tim

Professional Biography
Tim Jackson is Director of Operations and Technology at Carlson Capital Management. In this role, Tim is responsible for oversight of all firm operations and technology. This includes planning, implementing and managing all aspects of technology to enhance both the client and colleague experience at CCM. He is also responsible for ensuring support and maintenance of existing applications, platforms and tools, as well as researching and implementing new solutions on an on-going basis. Tim’s hands-on experience and strong technical aptitude help ensure the overall efficiency and effectiveness of the firm’s operations.

Tim graduated from the University of Wisconsin – Madison, where he earned a Bachelor of Science degree in economics with an emphasis in mathematics. After graduation, he joined a small software company in the Twin Cities, where he worked in research and development. Tim has extensive self-taught computer skills and has significant experience in designing and maintaining websites. In 2017, Tim began a three-year term as a member of the Charles Schwab Technology, Operations, and Service Advisory Board. He also volunteers his technical skills to assist a variety of non-profit organizations. Tim and his family live in Northfield, Minnesota.

Personal Thoughts
Family is very important to me. I grew up with three brothers and three sisters, and my parents have since gone on to adopt thirty more children, bringing the total number of children in my family to thirty-seven. The closeness of my family has instilled in me a strong sense of family values, which I carry forward to my own family now. My wife and I love every second we are with our children, watching them develop and grow.

Growing up in a large family has also given me a great understanding of teamwork and how to get things done. My brothers and sisters would seldom all agree on things, but somehow we managed to compromise and move on without anyone getting left behind. My family experiences have helped me apply these skills of teamwork and compromise in the business world. Teamwork has always been a part of the CCM culture and I’m proud to provide our clients with an experience that reflects this value.

  • Integrated Wealth Management
  • Invemtment
  • Estate
  • Tax
  • Retirement
  • Risk Management
  • Philanthropy

It isn’t necessarily what you make–it is what you keep that is important.

This axiom is central to the tax planning we conduct with our clients.

Many people conduct reactive tax planning in February or March for the year preceding. At this point, it is usually too late for adequate planning. Most of our clients require tax saving strategies that must be incorporated each year. There are often several 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 a 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 are given to each client’s portfolio in order to maximize after-tax returns.

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

  Read updates on timely topics from
the Tax Team

  • Charlie Lawson
  • Kevin Koski
  • Dan Edwards – Carlson Capital Management
  • Colin Lodermeier – Carlson Capital Management

 
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