At Carlson Capital Management, our Tax Team is an integral part of our highly strategic approach to wealth management—one that integrates the disciplines of investment, estate, tax, retirement, insurance, and philanthropic planning. Can we process your tax return? Absolutely. We file more than 1,000 returns each year through our commonly held affiliate CCM Tax & Trust Administration, and we’re happy to help with your return, too. But we deliver the most value to our clients when working in ... [Continue Reading]
Articles and resources related to Integrated Wealth.
There are myriad ways to describe 2020. One word that I suspect resonates for everyone is pivot. With all of the new and changing legislation last year, the CCM Tax Team analyzed and strategized and reanalyzed and restrategized on behalf of clients more times than I can count. And we suspect with the most recent election results in Georgia, we’ll continue to pivot throughout 2021. But for now, let’s start with what we know. On December 27, 2020, President Trump signed the Consolidated ... [Continue Reading]
In my 20 years of working as a wealth advisor for hundreds of high net worth families, I have found facilitating family meetings to be one of the most meaningful and impactful things I do. An effective family meeting opens up the lines of communication regarding a family’s shared values around money and wealth and can become an unforgettable family bonding experience paying dividends for many years into the future. Taboo Topics Handled With Care We live in a society where conversations ... [Continue Reading]
It is the Greek philosopher, Heraclitus, who said, “Change is the only constant in life.” Some life changes are more welcome than others, and change is often hard. Some of these changes are planned, while some can be very sudden. At CCM, I believe we do great work for clients in any number of transitions, including in the instance of a divorce or the death of a spouse. When clients find themselves suddenly single, for example, they are often mired in details and decisions that they have never ... [Continue Reading]
An engaging conversation with Founder and CEO Greg Carlson, CFP®, and Senior Tax Advisors Paige Woods, CPA, and Pete Roseboom, CPA, that highlights some of the benefits that come from an integrated approach to wealth management that relies on proactive tax planning to help clients meet their goals. Spend 30 minutes with the team and learn how CCM tax professionals work with clients well above and beyond the process of filing tax returns. Conversations With the CCM Team is an ... [Continue Reading]