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
It is a patriotic duty to pay required taxes,
but a choice to pay more!
We teach you how to pay the least amount of taxes within the confines of the law.
TAX REDUCTION IS OUR PRIMARY OBJECTIVE
We utilize decades of experience and partner with other tax minded professionals
to deliver holistic strategies custom designed to meet your unique objectives.
EMBRACE YOUR MOTIVATIONS
Whether you’re an environmental advocate, conservationist, philanthropist, clean energy proponent, social activist, or driven by other objectives, you may be able to harvest tax benefits and savings.
INDIVIDUALS
SMALL BUSINESS OWNERS
PARTNERSHIPS
CORPORATIONS
TRUSTS AND ESTATES
Qualify for unique opportunities to do potential good for the environment and social causes while reducing tax liabilities.
TAX STRATEGY ON YOUR TERMS
We provide access to strategy professionals in a no pressure environment where education, program suitability and client understanding are top priorities. Our holistic, one-stop, team approach works with your current financial and accounting professionals, or if needed, we can introduce you to our well vetted and experienced network.
