CCM’s wholly-owned affiliate, CCM Tax & Trust Administration, provides tax return preparation services in a structure unlike a traditional CPA firm. Our tax professionals work collaboratively with colleagues of varied expertise, within a defined range of core hours. While increases in workload will naturally occur during peak tax season, our tax professionals experience a more balanced, proactive work environment—providing tax planning for CCM cl...
At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative environment. . Summary of Responsibilities. As integral members of the firm’s a...
