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Is this gift for you?

A gift of partnership interest is for you if ...

• You hold an interest in a real estate, oil and gas, or other investment partnership.
• You invested to share in the partnership's initial tax losses, which have now ended.
• The partnership no longer fits your investment strategy, or you do not want to receive taxable income from it.
• The partnership agreement permits you to transfer your interest to third parties like us.
• Your partnership interest is not encumbered by debt, and we will not be called on to make any future contributions to or for the partnership.

For more information

E-mail us, complete the personal illustration form, or call us at (617) 355-8062 so that we can assist you through every step of the process.