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
Alternative Tax Management
Access a diverse platform of tax mitigation strategies and professionals
A Trusted Resource for
Private Tax Advantaged Programs
Our Tax Strategists partner with current advisors, or we can assist Accredited Investors directly. If needed, we may introduce a well vetted network of professionals:
Financial | Accounting | Legal | Real Estate | Insurance
Jason Pueschel
Founder and Managing Director
Members of our team have led the capital raise and product development of institutional alternative investment programs.
Our relationships with developers, acquirers, and managers of high-quality assets, allows for a wide range of passive real estate ownership and private tax advantaged investments.
Todd Lofgren
Director of Tax Strategies
Education is a core tenet of everything we do.
Close ties with program sponsors provide access to industry research, tax code updates and offering progress reports.
Consultations with clients seek to create a high level of understanding which promotes confidence and conviction in strategy rationale.
Aileen Miranda
Director of Client Services
White glove customer service is a top priority.
Investors and Advisors alike have commented how responsive our team is to questions and requests, as we strive to simplify the investment process.
As tax deadlines approach, getting answers in a timely manner is of paramount importance.
FINANCIAL PROFESSIONALS
Provide a holistic view of finances and seek to minimize tax exposure across all life cycles and events.
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Creating holistic plans for tax efficient capital growth, asset distribution, estate and legacy planning.
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Performing risk analysis of investment programs that may provide pass-through tax benefits.
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Constructing retirement plans for the most tax efficient accumulation and distribution of assets
ACCOUNTING PROFESSIONALS
Provide proactive advice on how to structure personal, business and entity finances to reduce tax liabilities.
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Licensed to provide advice on how best to structure and report transactions for individuals, entities, small business owners, and corporations.
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Illustrates the impact of deductions, deferrals, charitable donations, credits and other tax benefits on tax returns.
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Ability to prepare tax filings, extensions, and revisions.
LEGAL PROFESSIONALS
Assist in creation of trusts, wills, and entity structures as well as facilitate the sale of assets such as real estate.
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Structure the sale of commercial real estate, privately held corporations, or other assets.
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Preparing wills, estate plans, and trusts (revocable, irrevocable, charitable remainder, lead, etc.).
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Facilitate a 1031 exchange by providing escrow account and documentation services.
REAL ESTATE PROFESSIONALS
Provide advice on the timing of acquisitions and dispositions, and help structure tax efficient transactions.
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Provides research and opinions on real estate markets and the potential to buy or sell at most oportune times.
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Assists real estate owners with the sale of assets and advice on how to structure a 1031 exchange.
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Helps to source replacement properties on the buy side of a 1031 transaciton.
INSURANCE PROFESSIONALS
Advise on strategies unique to insurance products that may shift tax liabilities to potential insurance payouts and tax free income.
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Designs insurance strategies that may provide growth of wealth, tax-deferral, and tax advantaged income.
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Works with highly compensated business owners to structure deferred compensation programs.
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Creates structures that may provide estate and legacy planning benefits.
PROUD SUPPORTER OF EDUCATIONAL ORGANIZATIONS INCLUDING
