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
Welcome and Congratulations!
You have officially taken the first step in reducing tax liablilities.
Taxes on Your Terms
We provide an educational and relaxed experience, starting with a free consultation to determine if it makes sense for us to be working together.
One common trait of our network professionals is their objective to help clients pay the least amount of taxes within the confines of the law.
Simple 4 Step Process
1
Schedule a Free Consultation
Access our calendar to schedule a time most convenient for you. We will provide instructions to attend by phone or virtually.
2
Relaxed Conversation
A Tax Strategist will discuss specific issues you seek guidance on, as well as holistic tax planning opportunities.
FACT FINDING
A 30 minute discussion of what is most important to you.
3
Tax Mitigation Proposal
Our second conversation will review a detailed proposal with full disclosure of any potential benefits, risks and fees.
NO PRESSURE!
Think it over, if you like our proposal, let's move forward.
4
Execution and Ongoing Support
Tax Strategists help coordinate all components of your plan as well as introduce network partners, if needed, to assist.
YOUR TAX ADVISORY TEAM
We provide ongoing tax strategy and year round support.
Your Unique Journey
Everyone travels their own financial path. Why go it alone?
Our tax strategiests help contruct custom tax roadmaps while introducing experienced professionals, if needed, to assist in their execution.
Focus on What is Most Important to You
Tax and financial planning rarely top the chart of how to spend your most valuable resource - TIME.
Our comprehensive approach provides you access to a cost effective team of professionals who act as a centralized point of strategy for your holistic tax efficient plan.
