WealthPRIME®

Conservation Easements

WealthPRIME Conservation Easements

Conservation Easements are an underutilized investment that can dramatically reduce income taxes and long term capital gains. If you are an ultra-high-net-worth investor, Conservation Easements can generate a tax offset of 4x to 1, while helping to preserve the environment. WealthPRIME is now making Conservation Easements available to accredited investors.

Utilizing the little-known rule IRC 170(H), investors into a real estate project with a Conversation Easement can choose to relinquish development rights in perpetuity, preserving open space, such as for habitats, agriculture, or for recreational use. The partner then realizes a tax benefit in the form of a charitable contribution deduction equal to the highest and best use of the property. As an investor in easement, you can participate in these tax savings.

To learn how a $50K investment (for example) can save you over $100k in net taxes per year, see the avatar examples, or take a few seconds to complete a custom report.

How much can I save?

Explore the following scenarios which will help you determine how much your tax savings can be, based on your age and income.

Jane Investor

Age: 35

Select income:

Estimated Tax Savings

$100,000

Annual Tax-Free Income
from Ages 71 to 85

$299,328

Tim Investor

Age: 40

Select income:

Estimated Tax Savings

$100,000

Annual Tax-Free Income
from Ages 71 to 85

$217,219

Eric Investor

Age: 50

Select income:

Estimated Tax Savings

$100,000

Annual Tax-Free Income
from Ages 71 to 85

$112,106