Conservation Easements
Preserving open spaces through private conservation for a cleaner, healthier environment
Habitat | Wilderness |Fresh Water | Clean Air | Farming | Public Parks | Recreation | Providing for Future Generations
R&D Tax Credits
Government credits to incentivize all types of innovation
R&D Tax Credits
Government credits to incentivize all types of innovation
Alternative Wealth Management
Private Offerings Access
Professionally Managed
Real Estate
Portfolios
for IRC Section 1031 Exchange and Qualified Opportunity Zone Investment
Are You Tax Smart?
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Get connected to professionals that can teach you tax reduction strategies within the internal revenue code.
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Gain access to what we believe are best-in-class private tax mitigation offerings.
GET EDUCATED
Explore strategy pages, hypothetical tools and other educational content that seeks to:
✔ Highlight potential tax savings
✔ Compare strategies and benefits
✔ Model target cash flows and total return potential
✔ Show opportunity cost comparison
with and without strategies
and GET CONNECTED
When ready, schedule a free consultation with a Tax Strategist to determine if there are programs that may help reduce your taxes.
✔ Highlight Potential Tax Savings
✔ Compare strategies and benefits
✔ Model target cash flows and total return potential
✔ Show opportunity cost comparison
with and without strategies
Hover Over Box Titles to Learn More
Income
Tax Exposure
TARGET BENEFITS
Income Deductions | Cash Flow
TARGET BENEFITS
Tax Credits | Income Deductions | Cash Flow
TARGET BENEFITS
Income Deductions | Cash Flow
Capital Gains
Tax Exposure
TARGET BENEFITS
Tax Deferral on Sale of Appreciated Real Estate
TARGET BENEFITS
Capital Gains Tax Deferral |
Tax Advantaged Growth and Income
TARGET BENEFITS
Tax Credits | Income Deductions | Cash Flow
TARGET BENEFITS
Capital Gains and Income Deductions | Cash Flow
Retirement and Legacy Planning
TARGET BENEFITS
Enhanced Liquidity and
Legacy Planning for Real Estate
TARGET BENEFITS
Valuation Reductions for
Discount Roth Conversions
TARGET BENEFITS
Capital Gains and Income Deductions | Cash Flow