Team Member Profile

Kevin Koski, CPA
Principal Tax Advisor
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

Home Energy Credits Under the Inflation Reduction Act of 2022
Learn about tax credits available through 2032 for taking on home energy improvement projects.

Tax Highlights From the 2023 Minnesota Legislative Session
A summary of impactful tax changes enacted during the 2023 Minnesota legislative session.

529 Plans Enhanced by SECURE ACT 2.0
New rules for 529 plans allow for some funds to be rolled over into a Roth IRA.

Secure Act 2.0 Signed Into Law
Highlights from the Signed SECURE Act 2.0 and the impacts on financial planning strategies.