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Apr 21 2015

May 7th Seminar to Discuss Conservation Easements

Monthly columnist for The DI Wire, Don Deans of Deans Consulting, will speak at an upcoming seminar that’s focused on conservation easements, a strategy that could provide significant tax benefits to real property owners and income for investors in securitized offerings.

Deans wrote about the benefits and intricacies of conservation easements in December. To read that article, click here.

The event was organized by Walter Ernest, Director of Operations for Pelican Coast Conservancy, and will be hosted by Morris, Manning, and Martin, a full-service law firm, on May 7th at its offices in Atlanta, Georgia.

This is a one day event that’s a must attend for anyone interested in conservation easements. Topics covered include promoting land conversation, exploring the feasibility of easements, addressing appraisal issues, and turning an easement into a source of liquidity, among others.

Sponsoring companies include Atlantic Coast Capital, Asset Strategists, LLC, and Webb Creek Management, to name a few.

Space is limited and there is a fee to attend. Those that do attend are eligible for continuing education credits.

For more information, see the full agenda and registration information below.

May 7th, 2015 Seminar Agenda

Atlanta Financial Center | East Wing | 11th Floor | Agora Room

Breakfast 7:30am-8:30am | Sponsored by Atlantic Coast Capital

Welcome & Introduction | 8:30am-8:45am | Walter Ernest, Pelican Coast Conservancy

Promoting Land Conservation - Partnerships and Available Resources | 8:45am-9:15am | Chuck Roe, Southern Conservation Partners

Meet the Tax Adviser - Taking Advantage of Congressionally Mandated Conservation Incentives | 9:15am-10:05am | Joe Skalski, Asset Strategists

Meet the Quarterback - Exploring the Feasibility of an Easement and Coordinating the Team | 10:05am-10:40am | Bryan Kelley, Webb Creek Management Group

Break 10:40am-10:55am | Sponsored by Asset Strategists, LLC

Meet the Land Trust - Establishing Conservation Values, Baseline Study and Easement Issues | 10:55am-11:45am | Robert Keller, Ph.D, Atlantic Coast Conservancy

Meet the Appraiser - Addressing Appraisal Issues | 11:45am-12:30pm | Clay Weibel, MAI, Weibel & Associates

Lunch Speaker - A Story of Success 12:30pm-1:30pm | Charlie Curry & Ronnie Wallace

Meet the Structuring Attorney - Turning an Easement into a Source of Liquidity | 1:30pm-2:15pm | Tim Pollock, Morris, Manning & Martin

Meet the Broker - Finding the Liquidity | 2:15pm-2:50pm Trevor Gordon, Sandlapper Securities, LLC | Don Deans, Capital Investment Companies

Break 2:50pm-3:05pm | Sponsored by Southern Conservation Partners & The Pelican Coast Conservancy

Meet the Defense Attorney - Defending the Tax Audit from Examination to Litigation | 3:05pm-4:00pm | Ron Levitt, Sirote & Permutt, PC

Closing Panel Discussion - Audit Experience, Tax Opinions and Ethical Issues | 4:00pm-4:45pm Moderator: Walter Ernest, The Pelican Coast Conservancy

Cocktail Reception Following the Seminar | Sponsored by Webb Creek Management Group

For any questions, please contact Walter Ernest.


Article by: The DI Wire

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