The Process
A Transparent 8-Step Journey to Tax Savings
Typical project duration: 15-18 months. Setup spans Phases 1-3, the IRS Hold Period (1 year + 1 day) is Phase 4, and Execution covers Phases 5-8. The Hold Period ensures the asset qualifies as long-term capital property, maximizing your deduction value.
Step by Step
What we do, and what you do
1. Consultation & Qualification
We analyze your specific financial situation—whether W-2 income, capital gains, or corporate tax—to tailor the DBSP to you.
We Do
Assess eligibility & project tax savings.
You Do
Share financial objectives.
2. Engagement & Documentation
Formalizing the partnership with a clear Master Client Service Agreement (MCSA) and setting up your secure escrow account.
We Do
Provide NDA, MCSA, and escrow setup.
You Do
Execute agreements & fund escrow.
3. Property Acquisition
Our team identifies and secures a property with the appropriate pre-appraisal value to meet your donation goals.
We Do
Handle legal, title transfer & insurance.
You Do
Minimal involvement; stay informed.
4. The Hold Period
We manage the property during the mandatory "1 Year and 1 Day" hold period to ensure long-term capital asset status.
We Do
Manage property & provide quarterly updates.
You Do
Hold title (passive).
5. Certified Appraisal
We engage a qualified independent appraiser meeting IRC Section 170(f)(11)(e) standards to determine material value.
We Do
Commission detailed valuation.
You Do
Review compliance (optional).
6. Deconstruction & Salvage
Licensed contractors meticulously dismantle the structure, salvaging lumber, fixtures, and materials for reuse.
We Do
Deploy teams & ensure safety compliance.
You Do
Take pride in landfill diversion.
7. Donation
Materials are transported to a qualified 501(c)3 partner (e.g., Habitat for Humanity) to support community building.
We Do
Manage logistics & secure receipt.
You Do
Act as donor of record.
8. Final Documentation
We deliver a comprehensive, audit-ready package including Form 8283, appraisal, and donation receipt.
We Do
Deliver complete tax package.
You Do
Claim deduction with tax pro.
Turnkey
Your Turnkey Solution
We handle the complexities so you can enjoy the benefits without the burden. Start your journey today.
Get Started: Take the First Step Towards Tax Savings
Schedule a complimentary, no-obligation consultation with our team. Whether you're ready to engage or simply have questions, we're here to provide the information you need in a confidential and professional setting.
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