Maximizing the Financial Advantages of Land Conservation: Advanced Seminar on Conservation Easements, Mobile, AL, 5/11/2010

Topic(s): Floodplain Management , Land Conservation , Wetland Protection
Priority Issue(s): Ecosystem Integration , Habitat Conservation
Host Partner(s): Weeks Bay Reserve
Location:  Riverview Plaza Hotel, Mobile, AL
Date/Time: 5/11/2010
Price: $95.00
Max Applicants: 40

Continuing education credits are approved as follows:
Alabama and Mississippi Bar Association CLEs: 5.3 hr credit, Ethics: 0 credits
Alabama Real Estate Commission: Course #717 6 hr credit
Mississippi Real Estate Commission: Course #10293 5 hr credit
American Society of Foresters CFE: Cat-1-CF 4.5 hr credit
Alabama State Board of Public Accountancy: 6 hr Business related CPE

Special thanks to our partners who made this event possible.

Download Workshop Agenda: Conservation Easement Agenda 5.11

Maximizing the Financial Advantages of Land Conservation: Advanced Seminar on Conservation Easements helps landowners and land use professionals meet conservation, financial and planning goals. The program promotes the advantages of easements to increase their use in land management planning. Participants leave this event with a better understanding of the tax code, the easement process, the valuation of conserved land and the potential rewards (and risks). Instructors are experts in their respective fields including tax law, planning, mineral rights and appraisal. The knowledge and skills received at this event help professionals more effectively serve their clients or jurisdictions. Land use professionals and planners learn how to use conservation easements as part of a holistic development plan. These plans meet preservation goals while motivating property owners with tax incentives. Landowners gain a clearer understanding of a complex process and better preparation to find highest benefit from conserving their property. The intended audiences include attorneys, appraisers, accountants, land managers, realtors, developers, planners, land trusts and other land use professionals.

Speaker Presentations:

Conservation Easements and Section 170(h) of the T ax Code
Stephen Small, Law Office of Stephen J. Small, Esq., P.C.:
1.Steve Small Presentation Outline
2.Treas. Reg. Section 1.170A-14(g)

Land Conservation: Appraisal and Substantiation Requirements
Stephen Small, Law Office of Stephen J. Small, Esq., P.C.: 3.Conservation Easement Appraisal Rules

Estate and Gift Tax “Primer”
Stephen Small, Law Office of Stephen J. Small, Esq., P.C.:
4.Form 8283
5.Form 8283 Instructions

Land Conservation and Planning Strategies for Clients
Stephen Small, Law Office of Stephen J. Small, Esq., P.C.:
6.Kaufman Case
7.Tax Notes Article

Round Table: Appraisal of Conserved Lands
Claud Clark, Clark and Associates; Richard Maloy, Maloy and Company; John Myers, Myers and Company: 8.Uniform Appraisal Standards for Federal Land Acquisitions

Round Table: Use of Baseline Documentation on Conserved Lands
Robert Keller, Environmental Research and Mapping Facility; Mark Bailey, Sahoy and Enon Plantation; Mike Goff, Wildlife Technical Services

 

For other inquiries, email Mike at michael.shelton@dcnr.alabama.gov.

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