Proprietary land conservation modeling program developed using ecology and IRS qualifying criteria as the basis for obtaining conservation tax credits.
Ecology-based financial models for monetizing the conservation and historic preservation factors associated with land development. This is typically accomplished through the use of conservation easements.
ECO-MAX®️ evaluation methods maximize land preservation values which translate to maximum tax credit values.
The Process
I. Determine a conservation purpose.
II. Preliminary project evaluation for possible tax credits (Eco-assets).
III. Due Diligence (Discovery Process)
A. Eco-Science evaluation
B. Legal evaluation: establish criteria for qualifying a project predicated on federal guidelines/regulations.
IV. Determine ECO-MAX®️ model best suited to meet landowner expectations.
V. Qualify conservation easement recipient.
VI. Submit substantial documents to IRS for approval and issuing tax credits.
*After preliminary project evaluation the landowner is presented with a proposal for providing qualifying services noted above. The execution of a Mutual Non-Disclosure and Contract Agreement along with a retainer is required to move forward with the discovery process. The retainer amount determined by the complexity of the due diligence process and is outlined in our proposal.