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What they publicly say they do

Berryville, Virginia firm whose site describes facilitating transfers of Virginia land preservation tax credits between conservation easement donors and buyers, and supporting tax professionals whose clients acquire Virginia and federal historic rehabilitation credits.

Summary of public sources. Credentials: Brokerage (members include an attorney and a CPA). Source for location and credentials.

Strategies offered

• State Conservation Credits Public record source

Sponsors this advisor works with

None listed. We list a sponsor relationship only when a public source or the sponsor confirms it.

How this listing was made

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