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
A National Network of Tax Advantaged Advisors
WHO IS ON YOUR TEAM?
Our Strategists serve as coordinators of your holistic tax mitigation team, introducing professionals you may benefit from while eliminating the cost of those you may not.
"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 due diligence process before being introduced to clients."
Jason Pueschel
Managing Director
Tax mitigation professionals may help prevent expensive, irrevocable financial mistakes as well as introduce strategies that can provide significant tax savings.
FINANCIAL PROFESSIONALS
ATM financial professionals are focused on structuring client assets and transactions to be as tax efficient as possible. Asset management is one aspect, but these advisors take a holistic view to minimize tax exposure across all aspects of a client's life including business, personal and legacy planning.
Services include:
-
Creating holistic plans for tax efficient capital growth, asset distribution, estate and legacy planning.
-
Performing risk analysis of investment programs that may provide pass-through tax benefits.
-
Constructing retirement plans for the most tax efficient accumulation and distribution of assets
ACCOUNTING PROFESSIONALS
ATM accounting professionals don't just report taxes, they proactively provide advice on how to structure assets and transactions so that they are most tax efficient. If an event has already occured, they seek to introduce programs and strategies to best minimize tax exposure.
Services include:
-
Licensed to provide advice on how best to mitigate taxes for individuals, entities, small business owners, and corporations.
-
Provides recommendations on how to structure transactions most tax efficiently.
-
Illustrates the impact of deductions, deferrals, charitable donations, credits and other tax benefits on tax returns.
-
Ability to prepare tax filings, extensions, and revisions.
LEGAL PROFESSIONALS
Many transactions require invovlvement by a trusted legal professional who can provide the knowledge and documentation to create trusts, wills, partnerships and other legal structures. Specialized attorneys such as Qualified Intermediaries are needed to facilitates the sale of capital assets such as real estate.
Services include:
-
Structuring the sale of commercial real estate, privately held corporations, or other assets.
-
Preparing wills, estate plans, and trusts (revocable, irrevocable, charitable remainder, lead, etc.).
-
Facilitating a 1031 exchange by providing an escrow account and documentation services.
REAL ESTATE PROFESSIONALS
Commercial real estate has many moving parts that can create taxable exposure. Structuring transactions so that they are tax efficient can save thousands of dollars in capital gain, depreciation recapture, state, net investment income and other potential tax liabilities.
Services include:
-
Provides research and opinions on real estate markets and the potential to buy or sell at most oportune times.
-
Assists real estate owners with the sale of assets and advice on how to structure for 1031 exchange.
-
Helps to source replacement properties on the buy side of a 1031 transaciton.
-
May help structure financing for real estate acquisitions.
INSURANCE PROFESSIONALS
ATM Insurance Advisors advise clients on strategies that target risks and benefits unique to each individual. A large component of insurance planning is tax exposure and the use of insurance products and strategies to shift tax liabilities to potential insurance payouts.
Services include:
-
Designs insurance strategies that may provide growth of wealth, tax-deferral, and tax advantaged income.
-
Works with highly compensated business owners to structure deferred compensation programs.
-
Creates structures that may provide estate and legacy planning benefits.
PROUD SUPPORTER OF EDUCATIONAL ORGANIZATIONS INCLUDING
