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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
Let us enlighten you with strategies that target your tax efficient goals
Where to start?
INCOME TAX MITIGATION
Seek to reduce annual tax payments and
structure retirement assets for tax efficiency
CAPITAL TRANSITION STRATEGIES
Seek to provide deferral, reduction or elimination of tax on appreciated assets
TAX CREDITS AND DEPRECIATION
Incentives for clean energy development and other environmental initiatives
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