Tax Planning

Professional Biography
Pete Roseboom serves as a Senior Tax Advisor as part of the Carlson Capital Management team as well as with CCM Tax & Trust Administration, a wholly-owned affiliate of Carlson Capital Management. Pete works closely with the advisory team to deliver clients fully integrated wealth management services, lending his experience to proactive tax-related planning. As a member of the Tax Team, Pete has responsibility for preparation, review, and completion of individual and trust tax returns and tax projections. He also participates in client meetings and serves as a tax resource for clients, providing service both individually and collaboratively with other advisors, to develop customized recommendations.

Prior to joining CCM, Pete’s professional experience included eight years in progressively responsible roles with RSM US, LLP in Rochester, Minnesota—most recently as a Lead Tax Manager. Pete's experience has encompassed working in a variety of accounting and tax advice capacities serving clients. He brings extensive experience assisting affluent clients and middle market businesses with their tax compliance and planning needs. Pete is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants as well as the Minnesota Society of Certified Public Accountants.

Pete is a graduate of Saint Mary’s University of Minnesota, where he earned a Bachelor of Science in accounting. Outside of work, he enjoys golfing, hunting, and spending time with family. Pete is active in the community as a board member for Bear Creek Services of Rochester, an organization that provides personalized community life experiences for individuals with developmental disabilities and brain injuries, and also as the current treasurer of the Rochester Community and Technical College Foundation. Both being Rochester natives, Pete and his wife Danelle reside in Rochester, Minnesota, with their two children.

The CCM Tax Team regularly posts articles of interest on tax planning topics which you can find here.

Professional Biography
Kevin Koski serves as Principal Tax Advisor at Carlson Capital Management and with CCM Tax & Trust Administration, a wholly-owned affiliate of Carlson Capital Management. Kevin works closely with the advisory team to deliver clients fully integrated wealth management services, lending his experience to proactive tax-related planning. As a senior member of the Tax Team, Kevin plays a lead role and helps to oversee the preparation, review, and completion of individual and trust tax returns and tax projections. Kevin participates in client meetings and serves as a tax resource for clients, both individually and collaboratively with other advisors, to develop customized recommendations.

Kevin came to CCM with strong expertise having worked with clients at a St. Paul CPA firm for 15 years. In his role there, Kevin provided leadership and direction for the firm’s tax services practice, and advised clients on income and estate tax matters. Kevin was also an advisor on general financial planning topics such as stock option analysis, charitable planning, and gifting strategies for high-net-worth individuals and families. Kevin is a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.

Kevin grew up in Virginia, Minnesota and is a graduate of the University of Minnesota-Duluth, where he earned his bachelor’s degree in accounting. Shortly following graduation, Kevin earned his Certified Public Accountant (CPA) status. Outside of work, Kevin has three children and enjoys volunteering as a coach and assistant with their athletic teams. Kevin and his family reside in South Minneapolis.

Kevin and other members of the CCM Tax Team regularly post articles of interest on tax planning topics which you can find here.