Tax Planning and Preparation Services
At Carlson Capital Management, the outcomes we produce for our clients go well beyond the tax preparation services of our commonly held affiliate, CCM Tax & Trust Administration. The breadth and depth of our customized, integrated wealth management approach synchronizes clients’ investment, estate, tax, retirement, risk management, and philanthropic plans, allowing them to leverage their wealth and the opportunities uncovered in the ways that are most important to them.
Comprehensive Tax Planning
We are fiduciaries who take our role as stewards of our clients’ assets very seriously. One of the many ways we live this out is through our proactive, comprehensive tax planning.
Most of our clients require tax saving strategies that must be incorporated each year, and there are often several times in one’s financial life that a significant tax event occurs necessitating careful examination. Events may include:
- The liquidation of stock options
- A sale of a business or highly appreciated asset
- A pension rollover
- A retirement payout decision
- A charitable giving opportunity
Proactive tax planning and analysis anticipates these life events, and makes recommendations that minimize a client’s tax burden.
If you’d like to learn more about our approach to integrated wealth management and the tax return filing services of our commonly held affiliate, CCM Tax & Trust Administration, please complete the form below.