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
Congratulations, you have taken the first step in reducing taxes!
Hi, my name is Aileen, I am Director of Client Services at Alternative Tax Management.
Thank you for your interest in our tax advantaged programs and strategies
Your tax reduction journey starts with me.
Please select topics from the list below that are of most interest to you so we can best prepare for our time together.
Our quick meeting will discuss your specific situation so that I can direct you to an advisor who can help you explore options.
Remember, we pride ourselves on a relaxed, no pressure, educational environment. There are no fees or expectations to move forward with strategies. Just casual conversations to see if we can save you taxes!
HOLISTIC TAX PLANNING
I would like to become more tax efficient across the board! Please help me become tax efficient.
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Reduce taxes on retirement assets
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Reduce annual income tax
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Defer, reduce or eliminate tax on appreciated assets
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Obtain tax credits and bonus deprecation
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Create tax effective estate plans
Schedule Free Consultation
We look forward to helping you reduce your taxes. Please let us know if you have any questions or need to make changes to your scheduled appointment.
Jason Pueschel
Managing Director
