# Olson Tax & Financial Planning

Olson Tax & Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 147799
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147799

## About

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.

## 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.

## Related profiles

- [ZRCOR](https://altss.com/profile/zrcor-inc)
- [Coordinated Financial Services](https://altss.com/profile/coordinated-financial-services-inc)

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Last updated: 2026-07-06T01:24:22.457Z

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