Conservation Easements

Tax Deductions via Conservation Easements

Charitable contributions of conservation easement provides tax deductions to the contributors. They are a proven, effective way to provide for the public good by transferring properties into the public realm in perpetuity. On December 30th Richard Rubin published an article in the Wall Street Journal about conservation easements primarily from the perspective of conservation easement abuse. He …

Tax Deductions via Conservation Easements Read More »

Redeploying Tax Savings From a Conservation Easement to Provide Tax Free Retirement Income

A married couple in their mid-forties approached me to have a financial analysis based on my Strategic Tax Mitigation™ protocol. Their chief concerns included: the lack of strategies they had to reduce their current taxes and to develop a better retirement income program. After the review, I developed a plan to meet the clients’ goals …

Redeploying Tax Savings From a Conservation Easement to Provide Tax Free Retirement Income Read More »

Tax-mitigation Strategy for Ordinary Income, a Case Study

Using charitable contributions of a conservation easement, A Charitable Contribution of a Conservation Easement (CE) IRC § 170(h), may be used to mitigate taxes due to ordinary income. IRC § 170 (h) allows users to make contributions for charitable purposes that result in a reduction in tax liability. A CE can occur when a property …

Tax-mitigation Strategy for Ordinary Income, a Case Study Read More »