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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

Complementary educational events with conversations on
Tax Advantaged Strategies
Complementary educational events with conversations on various
Tax Advantaged Strategies
September 19, 2023

Normandy Farms
Blue Bell, PA
Advanced Tax Mitigation Strategies
Baum, Smith & Clemens CPAs Private Event
Open Exclusively For
Accredited Investors
October 13, 2023

Seton Hall University
South Orange, NJ
Advanced Tax Mitigation Strategies
FPA of NJ Advisor Education
Open Exclusively For
CPAs, EAs, RIAs
November 8, 2023

New Haven Country Club
Hamden, CT
Advanced Tax Mitigation Strategies
FPA of CT Advisor Education
Open Exclusively For
RIAs, Advisors
November 14, 2023

Virtual Event
Year End Tax Strategies
Baum, Smith & Clemens CPAs Private Event
Open Exclusively For
Accredited Investors
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