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
WHO IS ON YOUR TEAM?
Tax Strategists serve as coordinators of your holistic tax mitigation team, introducing programs and professionals you may benefit from, while eliminating the cost of those you may not.
Tax strategists may help prevent expensive, irrevocable financial mistakes while introducing concepts that seek to provide significant tax savings.
"We seek to provide access to best in class programs that maximize the use of government tax incentives.
Every strategy is thoroughly vetted through our diligence process before being introduced to clients."
Jason Pueschel
Managing Director
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
