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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

Tax Advantaged
Education


TAX TALK
Quick Commentary &
Timely Articles

TOPICS THAT INTEREST YOU
Capital Transition Strategies
Transition Appreciated Assets Efficiently



RECEIVE
CHARITABLE
DEDUCTIONS
Income Reduction


RECEIVE PASS THROUGH DEDUCTIONS

Tax and Environmental Credits

OFFSET PASSIVE INCOME WITH DEDUCTIONS &
TAX CREDITS

BENEFIT FROM ENVIRONMENTAL INITIATIVES
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