170(h) Keystone Land Partners
Overview:
Conversion easements involve voluntary binding agreements that perpetually protect conservation-worthy land from modification, development or adverse use. It was not commonly used as a conservation tool until 1980s when the Congress amended the tax code - mainly Section 170(h). The amendment created tax deductions to landowners when conservation easements were donated to nonprofit organizations. It was in 2015 when the Congress, on a bipartisan basis, permanently created enhancement to the federal tax benefits for conservation easements.
This LIVE Webcast will equip CPAs in assisting their clients who either have tracts of land or high income. We will sharpen your skills to assist your clients while examining the most significant issues in the mix, including:
- Definition of Conservation Easements
- The History of Conservation Easements
- Types of Donee
- Conservation Purposes Required
- Valuation of Conservation Easements
- Discussion of Recent Tax Court Cases
- Monetized Conservation Easements – How to help your high income clients reduce their taxes
Agenda:
Keystone National Properties
Brodnan Dwyer, LLC.
Keystone National Properties
Who Should Attend:
- Real Estate Lawyers
- Estate Planning Experts
- Estate Planning Attorneys
- CPAs
- Retirement Managers
- Investment Managers
Michael Packman is the founder of Keystone National Properties. Packman began his career more than 20 years ago in the …
Devlin is Partner practicing in the areas of securities, tax, and corporate law with the firm of Brodnan Dwyer, LLC …
Don has supported individual and corporate clients as a CPA for more than 40 years and as a registered representative …
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE); Group-Internet Based
Prerequisite:
None
Course Code:
147825
NASBA Field of Study:
Taxes - Technical
NY Category of CLE Credit:
Areas of Professional Practice
Total Credit:
1.0 CLE
1.0 CPE (Not eligible for QAS (On-demand) CPE credits)
Login Instructions:
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SPEAKERS' FIRMS:
About Keystone National Properties
- Keystone National Properties is an advisory firm specializing in the sponsorship and management of real estate investments. Our founders have over 30 years combined experience in the real estate and financial industries, including specialized experience in tax deferral and other tax incentivized real estate transactions.
- The team involved in our subsidiary, Keystone Land Partners has extensive experience including mining and development projects as well as over $1 billion in tax credit and other tax incentivized transactions
- Our law firm has worked on over 100 development offerings that have easement options.
- Our specialty tax advisor, an ex-Deloitte partner, has over 40 years as a CPA and has primarily focused on easements for the last 5 years
Website: http://knpre.com/
About Brodnan Dwyer, LLC.
We are a boutique tax, corporate, and securities firm located in Atlanta, Georgia with the following core practice areas:
- Commercial finance, including government-guaranteed lending;
- Investment fund and private equity fund formation;
- Syndication of federal and state tax credits;
- Commercial real estate;
- Renewable energy;
- Tax planning; and
- Structuring of complex corporate, partnership and joint venture transactions.
Website: https://www.brodnandwyer.com/