LEARN HOW TO REDUCE TAXES

While directing investments to support initiatives that are
IMPORTANT TO YOU!

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It is a patriotic duty to pay required taxes,
but a choice to pay more!

We teach you how to pay the least amount of taxes within the confines of the law.

KEEP AN EYE ON THE FINISH LINE

Because it is not what you make that counts, but rather what you keep.

Most taxpayers lose 20-50% of their assets each year by not utilizing proper tax planning.

Are you ready for an alternative approach or second opinion?

Schedule A Free Consultation

TAX REDUCTION IS OUR PRIMARY OBJECTIVE

We utilize decades of experience and partner with other tax minded professionals

to deliver holistic strategies custom designed to meet your unique objectives.

STRATEGIES FOR

INCOME TAX REDUCTION

Pass through deductions that lower reportable income

Potential cash flowing businesses that provide immediate tax deductions

Tax credits for participation in environmentally responsible initiatives

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SALE OF

REAL ESTATE

ASSETS

Defer or eliminate federal capital gains tax, state tax, depreciation recapture and all other taxes

Go from active owner to passive investor

Increase liquidity options and optimize legacy planning

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SALE OF

ANY APPRECIATED ASSET

Defer tax on the sale of any appreciated asset while using proceeds to grow tax free income and wealth

Privately held businesses
Appreciated stock
Investment real estate
Residences or second homes

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EMBRACE YOUR MOTIVATIONS

Whether you’re an environmental advocate, conservationist, philanthropist, clean energy proponent, social activist, or driven by other objectives, you may be able to harvest tax benefits and savings.

INDIVIDUALS

SMALL BUSINESS OWNERS

PARTNERSHIPS

CORPORATIONS

TRUSTS AND ESTATES

Qualify for unique opportunities to do potential good for the environment and social causes while reducing tax liabilities.

TAX STRATEGY ON YOUR TERMS

We provide access to strategy professionals in a no pressure environment where education, program suitability and client understanding are top priorities. Our holistic, one-stop, team approach works with your current financial and accounting professionals, or if needed, we can introduce you to our well vetted and experienced network.