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2017 IRS Seminar w/Mock Trial: Valuation of Donated Real Estate

EMAIL   Date: September 14, 2017   Location: Powell, OH
 
  Local Area Topics  
Category  Electives [E]  
Attendance Hours  8.0  
Current Price  $ 200.00 AI Price  
$ 225.00 Full Price  
    
 
  Location  
Name  Bridgewater Banquet & Conference Center  
Address  10561 Sawmill Pkwy  
City  Powell  
State  OH  
Zip  43065  
    
 
  Sponsor / Contact  
Chapter  Ohio
Website  www.aiohio.org  
Contact Name  Nancy Linton-Hall  
Address  122 W. Murphy St.  
   Suite 3  
City  Madison  
State  NC  
Zip  27025  
Email  nancy@aiohio.org  
Phone  (336) 297-9511  
Fax  (336) 297-9055  
 
  Description  
Seminar Description
Valuation of conservation easements is extremely difficult. The IRS conservation easement seminar addresses the federal income tax code and regulations pertaining to the valuation and donation of conservation and historic preservation easements. Appraisers, CPAs, Land Trusts, and Attorneys should all be familiar with these requirements and the recent tax court decisions involving conservation easements.

Objectives
Provide necessary training to outside practitioners completing work on behalf of taxpayers for Conservation and Façade Easement cases, casualty loss, estate, gift, and fractional interest appraisal assignments; Critical for work to be completed in compliance with IRC and Treasury
Regulations. Benefits taxpayers by having work completed in compliance, benefits practitioner to get it done correctly.

IRS Speakers
Mary Greco – Territory Manager, Eastern Compliance Practice Area
Frank Molinari SRA, CVA - IRS Lead Appraiser, San Francisco
Anita Gill – General Attorney -the Office of the IRS Chief Counsel
Karin Gross - General Attorney -the Office of the IRS Chief Counsel
Stephen Dinklage, MBA, MAI, CVA - IRS Lead Appraiser, New York
 
  Disclaimer  
Cancellation Policy
  • Up To 15 days prior to program start date, $30.00 cancellation fee.
  • 7 - 14 days prior to program start date, $50.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
       
Special Note
Enrollment is on a first-come, first-served basis. The Ohio Chapter reserves the right to cancel this course if the minimum enrollment level is not reached. The chapter recommends that students reserve their hotel room directly with the hotel where the courses are being held and not with a third-party reservation service. In the case of a cancellation, by booking directly with the recommended hotel you may typically cancel your hotel room within 24+ hours of the reservation with no cancellation fee. Students are responsible for their own hotel and airline fees in the event of a cancellation.

Attendance requirements mandated by the state of Ohio will be strictly enforced. Certificates will be issued to those in attendance for 100% of the course hours or better. If you have a disability and may require some accommodation, please notify us in writing at least 2 weeks in advance and we will arrange for reasonable accommodation.

Program materials can be downloaded by the student or can be shipped directly to the student. If you choose to have the material shipped and do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.


Program materials will be picked up at the site.
 
  Additional Information  
Seminar Materials
Materials will be available via the chapter website prior to the seminar. Students will be notified when they are available for download.
Please do not forget to bring them with you to class!!

Seminar Schedule
Registration: 9/14/17: 7:30 a.m. - 8 a.m.
Class: 8 a.m. - 5 p.m.
Lunch: 12 p.m. - 1 p.m.

CE Credit Approvals
Appraisal Institute: 40 Points
OH Appraisal Board: 8 Hours
OH Real Estate: 7 Hours
IN Appraisal Board: 8 Hours
KY Appraisal Board: 8 Hours
MI Appraisal Board: 8 Hours
NJ Appraisal Board: 8 Hours
PA Appraisal Board: 8 Hours
WV Appraisal Board: 8 Hours
Supreme Court of Ohio: Attorney CLE: 6 Hours

Attendance Policy
The Appraisal Institute, the Ohio Appraisal Board, and the AQB require full attendance (100%) at the seminar.
If the attendance roster reflects less than 100%, it could/will show up on the roster submission to the states.

Tuition Includes
Seminar Materials, Continental Breakfast, Breaks, AND Lunch

Seminar Location
Bridgewater Banquet & Conference Center, 10561 Sawmill Pkwy, Powell, OH 43065; T 614-734-9800

Lodging Options
Fairfield Inn & Suites Columbus/Dublin, 7150 Sawmill Rd., Columbus, OH 43235; T 614-389-3036
**Group Rate: $109 plus tax per night for any room available
Please reference: Ohio Chapter Appraisal Institute

Other Lodging Options
Sheraton Suites: Hutchinson Ave., Columbus, T 614-436-0004 or 888-627-7038;
Cloverleaf (Chase):, Tuller Rd., Dublin, T 614-766-7762;
Embassy Suites Columbus-Dublin: 5100 Upper Metro Place, Dublin, OH 43014; T 614-790-9000
Doubletree Columbus Worthington: Hutchinson Ave., Columbus, T 614-885-3334
Holiday Inn Express: Tuttle Crossing Blvd., Dublin, T 614-793-5500; Hampton Inn: Tuller Rd., Dublin, T 614-889-0573; Courtyard by Marriott: Post Rd., Dublin, 614-764-9393



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