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 Tax Planning.
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]
Tax planning shouldn’t just happen in the last quarter of each year. In the video Tax-loss Harvesting: A year-round Tax-planning Strategy, CCM Chief Investment Officer Adam Hoffmann, CFP®, AIF®, discusses how CCM leverages tax-loss harvesting—selling securities at a loss—to improve clients’ total financial plans. Capturing losses provides flexibility to our tax and investment teams such that they can reduce the tax impact of future rebalancing activities, or lessen clients' overall tax ... [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]
Charitable remainder trusts (CRTs) can create wonderful opportunities for charities, while providing significant benefits to donors and their families. In addition to allowing donors the opportunity to have a substantial impact on a cause they care about, CRTs provide the ability to positively impact an investment portfolio and cash flow while reducing taxes. In fact, with recent tax law changes, a CRT can be used to stretch out the tax deferral of retirement accounts for heirs. A key ... [Continue Reading]