D. Charles (Charlie) Lawson, serves as a Tax Manager as part of the Carlson Capital Management team as well as with CCM Tax & Trust Administration. As part of the tax planning and compliance team, Charlie provides tax expertise and prepares client returns. In addition, Charlie works closely with the advisory team to deliver clients fully integrated wealth management services that include his expert tax counsel.
Just prior to joining CCM, Charlie served for five years as accounting manager for a St. Paul CPA firm. In this role, he advised affluent clients in general financial and tax planning in addition to providing tax compliance services –preparing and reviewing individual, gift and fiduciary returns. Prior to that position, Charlie worked as an audit/accounting supervisor for another Twin Cities firm, where he was responsible for the overall servicing of business clients in one of the firm’s key niche sectors. In this role he worked closely with business owners consulting on activities including budgeting, forecasting and cash flow analysis. He began his career in the banking industry where he prepared financial reports for trust accounts in the retirement services area. Charlie is a Certified Public Accountant (CPA), a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.
Charlie is a graduate of the University of Wisconsin-Madison, where he earned his bachelor’s degree in business administration with an emphasis on finance, investments and banking. Outside of work, Charlie enjoys spending time in the outdoors, particularly hunting and fishing. He is also active in the community as a board member of the United Way of Hastings. Charlie and his wife, Jennifer, reside in Hastings with their three children.
Charlie and other members of the CCM Tax Team regularly post articles of interest on tax planning topics which you can find here.