Integrated Wealth Management
Tax
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 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.
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.
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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