Carlson Capital Management

Integrated Wealth Management

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          We've been offering financial peace of mind for over 35 years.

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Kevin Koski, CPA

Principal Tax Advisor

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651.319.8067

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Professional Biography

Kevin Koski serves as Principal Tax Advisor at Carlson Capital Management and with CCM Tax & Trust Administration, a commonly-held 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. Kevin is married to his wife, Dawn, has three children and resides in South Minneapolis.

Kevin's Insights SEE ALL

Tax Milestones Through the Years

November 20, 2024

Your birthday this year could mark an important tax and financial planning milestone.

Business Owners: You May Be Required to File Under the New Federal Corporate Transparency Act 

November 11, 2024

The reporting deadline is approaching for the Corporate Transparency Act, intended to curb illicit financing and money laundering.

What Will the TCJA Expiration Mean for You?

July 16, 2024

With the Tax Cuts and Jobs Act (TCJA) expiration scheduled for 2025, CCM is working to help position clients for future changes.

Goldilocks and Paying Your Taxes

April 18, 2024

Getting your tax payment just right will help you avoid the IRS underpayment penalty and optimize interest income on cash savings.

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