New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.

Highlights from the Signed SECURE Act 2.0 and the impacts on financial planning strategies.

As everyday prices continue to increase, you could benefit from different tax credits.

NUA tax strategies should be considered if you hold your employer’s stock in your retirement plan.

Tax-efficient charitable giving strategies to support an integrated financial plan.

Highlights from the House's SECURE Act 2.0 and the impact on tax planning.

Your birthday this year could mark an important tax and financial planning milestone.

Learn about a new pass‐through entity tax election that allows qualifying businesses to pay state income taxes on the business income to Minnesota at the entity level rather than at the individual level.

It is a great time to evaluate your tax situation—both for this year and next.

Proposed tax changes could change how individuals spend assets and structure estate plans.

How CCM’s integrated team works in partnership to execute clients’ year-end tax plans to optimize outcomes.

Save up to an additional $38,500 through your employer-sponsored 401(k).

With the American Rescue Plan Act of 2021, there's a shift to reforming tax code. We're paying attention, as it may have tax and estate planning implications.

The ARPA includes several temporary, but significant, tax-relief provisions.

More information about how the Consolidated Appropriations Act of 2021 may impact you.

How CCM leverages tax-loss harvesting to improve clients’ total financial plans.

Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families.

The IRS has issued further guidance on the provisions of the CARES Act to expand the opportunity for economic relief.

Here is some of the most important tax news we're tracking.

CCM's integrated team is diligently working to apply the CARES Act benefits to our clients' financial plans.

Now is an ideal time to revisit retirement and wealth distribution plans.

Estate laws continually change, making it important to review your estate plan periodically.

We work with many clients each year to implement a Roth IRA conversion strategy.

With many employer-based retirement plans (i.e. 401(k) or 403(b) plans) now offering a choice between making contributions into a Roth or a Traditional option, a conversation we frequently have with clients centers on the difference between contributing to one versus the other.

Carlson Capital Management's Tax Team analyzes tax law changes and helps clients optimize their tax situations, including impacts of Minnesota's Omnibus Tax Bill.

Under the new Tax Cuts and Jobs Act of 2017, some key factors that will help determine the deductibility of interest paid on a mortgage loan.

Given the many changes brought to bear by the Tax Cuts and Jobs Act of 2017, fourth quarter brings the opportune time to consider some very key questions related to your 2018 taxes

A Health Savings Account is unique in that it is the only type of investment account that provides for both tax-deductible contributions and tax-free distributions (for qualified medical expenses).

The Tax Cuts and Jobs Act of 2017 has become a catalyst for taxpayers to revisit their charitable giving strategies. Learn why.