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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
Income is characterized by how it is derived and subject to varying taxation rules
What type of income?
RETIREMENT INCOME
Retirement accounts accrue a lifetime of tax liabilities, let's seek to minimize that.
W2, 1099, PORTFOLIO, BONUS, OPTIONS
Reduce tax on ongoing income and special events such as year end bonus and stock incentives.
PASSIVE INCOME
Investment real estate and passive activity income may be offset by incentives and deductions
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