Choose Your Own Adventure

As a child, some of my favorite books let me decide what happened next. After every few pages,

the story provided the reader an option, and the reader would then turn to the page to continue

the storyline they wanted. While I prefer to think of investing as more of a strategy than an

adventure, investors, too, can choose the direction of their investment's course and tax liability.

Annual corporate meetings offer investors a chance to vote on board members, executive

compensation, and possibly some Environment, Social, or Governance issues. Some private

investments leave the entire company's direction to the shareholders - mostly seen with

conservation easement options. This strategy allows investors to chart out their economic

interests: future earnings through development or the current benefit of donating raw land.

All real property has numerous rights, and depending on location, the rights will create various

values. Instead of developing commercial properties in a sprawling metropolis or blasting a mine in a known mineral-rich area, a conservation easement option ensures the currently open land remains pristine, wildlife is protected, or public recreational space preserved. Based on tax rules for donations, the non-cash contribution values the land at its highest and best use.

Investments with a conservation easement option can be an excellent strategy for high-income

individuals to mute their federal and state income taxes - deducting up to 50% of AGI. If the

easement option is selected, the economic risks for a project transfer and become audit risk - but the IRS has yet to prevail a challenged conservation easement when the investment has followed the rules. Advantage Wealth Solutions provides access for high-income taxpayers to Regulation D securities with an easement option, allowing them to choose their own adventure.

PO Box 1031, Windham, NH 03087

24 Mitchell Pond Rd, Windham, NH 03087

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The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.


This is neither an offer to sell nor solicitation of an offer to buy any securities. Offering facts and terms are controlled by a sponsor’s final Private Placement Memorandum (or prospectus). All investments and tax strategies have risks, including the possible loss of principal in many cases. Always review the offering document for a more thorough discussion of risks, expenses, and limitations. Certain investments discussed on this site are illiquid  and  generally cannot be sold readily on the open market. If you need to sell an asset to raise money quickly, you may not be able to do so.  Other investments are only available to accredited investors; the Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (all assets, excluding primary residence, less all liabilities) or net income for the last two years of $200,000 or greater ($300,000 if married) with a reasonable expectation of such earnings in the current year.

Past performance and/or forward statements are never an assurance of future results. Advisory Group Equity Services, ltd., its affiliated companies, and its representatives do not give tax, legal or accounting advice; nothing herein should be construed as such.

Securities Offered Through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC/MSRB 

Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor, 444 Washington St., Suite 407, Woburn, MA 01801  781.933.6100 

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