Director of Tax Services
Kevin Koski serves as Director of Tax Services at Carlson Capital Management and as a Senior Tax Advisor with CCM Tax & Trust Administration. As part of the tax planning and compliance team, Kevin provides tax expertise and prepares client returns. Kevin also works closely with CCM planning team members to deliver clients integrated planning services that include expert tax counsel.
Kevin came to CCM with strong expertise having worked with clients at a St. Paul CPA firm for fifteen years. In his role there, Kevin provided leadership and direction for the firm’s tax services practice, and advised clients on income & 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.