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Olson Tax & Financial Planning
OLSON TAX & FINANCIAL PLANNING is a state-registered investment adviser with approximately $28 million in regulatory assets under management.
Overview
OLSON TAX & FINANCIAL PLANNING is a state-registered investment adviser with approximately $28 million in regulatory assets under management. The firm serves clients with diversified investment portfolios.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
How does Olson Tax & Financial Planning integrate tax strategy with investment management?
The firm runs tax planning as the central operating system rather than a year-end review function. Investment allocation decisions are modeled against multi-year after-tax liability projections before capital is committed. This design treats tax efficiency as a portfolio input alongside return and risk, rather than a downstream reporting metric.
What investment structures does the office use for real estate holdings?
The office favors direct ownership through pass-through entities that maximize depreciation benefits and facilitate step-up in basis planning for wealth transfer. Holdings are concentrated in US domestic markets, with a preference for Midwestern jurisdictions offering favorable property-tax treatment.
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