1700 West 82nd St
Suite 110 [mailing]
Suite 150 [meetings]
Bloomington, MN 55431
Director of Estate Planning
Dan Edwards serves as the Director of Estate Planning as part of the Carlson Capital Management team, and as a Senior Tax Advisor as with CCM Tax & Trust Administration. As the Director of Estate Planning, Dan works closely with the CCM advisory team to deliver estate planning expertise and proactive tax planning as part of the fully integrated wealth management experience. As a member of the Tax Team, Dan has responsibility for preparation, review, and completion of individual and trust tax returns and tax projections. Dan 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, Dan spent twenty-four years in the Senior Tax Director role with RSM US, LLP, where he was responsible for leading the successful growth of the trust and estate tax practice for their Rochester, Minnesota office. He comes to us with extensive knowledge and expertise in the tax planning and compliance sector through his service as the tax director for individual, trust, estate, and corporate clients. Dan 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.
Dan is a graduate of the University of Iowa where he earned his Bachelor of Science in Accounting. He enjoys volunteering and has recently partnered with Community Food Response, Feed My Starving Children, and several other organizations in the Rochester area. Outside of his work life and volunteer activities, Dan enjoys spending time outdoors and riding his bike. Dan and his wife Stacy reside in Rochester, Minnesota and have three grown children.