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Valuation of Conservation Easements
Note: You must be a minimally Certified General Appraiser to register

CALL   Date: May 13 - 16, 2019   Location: Chicago, IL
 
  Course  
Category  Other [Oth]  
Attendance Hours  28.0  
Exam Hours  2.0  
Current Price  $ 475.00 AI Price  
$ 500.00 Full Price  
 
  Instructor  
Nick A. Tillema, MAI, SRA, AI-GRS, AI-RRS  
Joseph C. Magdziarz, MAI, SRA, AI-GRS, AI-RRS  
    
 
  Location  
Name  Chicago Chapter  
Rep  L A  
Address  205 W Wacker #202  
City  Chicago  
State  IL  
Zip  60606  
Phone  (312) 616-9400  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Chicago
Website  www.ccai.org  
Contact Name  L.A. Anderson  
Email  LA@ccai.org  
Phone  (312) 616-9406  
Fax  (312) 616-9404  
 
  Description  
Valuation of Conservation Easements is an advanced course designed for the appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals.

Over 4 days, this intensive program will familiarize participants with conservation easement valuations in a variety of situations, including conventional appraisals, appraisals that are required to comply with the Uniform Appraisal Standards of Federal Land Acquisitions, and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, homework assignments, and case-law analysis.

Upon successful completion of the course, participants should be able to:
• Understand the methodologies and techniques commonly used in valuing conservation easements
• Grasp state, federal, and IRS regulations and requirements relating to conservation easements
• Understand the range of assignments that are common in valuing conservation easements
• Develop an effective scope of work for a conservation easement valuation assignment, apply concepts of highest and best use analysis to that assignment
• Utilize a range of techniques to effectively carry out a conservation easement valuation
• Identify the unique issues that may apply to conservation easements and complete the assignment(s) in accordance with the various state and federal agency requirements

Note. This course is in the Valuation of Conservation Easements Professional Development Program. For more information, click here.


This course is approved for GBCI CE Hours by the USGBC.

Recommended Text

Real Estate Valuation in Litigation, 2nd edition
Uniform Appraisal Standards for Federal Land Acquisitions, 6th edition
Historic Properties: Preservation and the Valuation Process, 3rd edition
Appraising Conservation and Historic Preservation Easements
The Dictionary of Real Estate Appraisal, 6th edition



Downloads
Table of Contents and Overview (PDF)
Course Schedule (PDF)
 
  Audience  
Certified general appraisers; certified residential appraisers with conservation easement valuation experience
 
  Equipment  
A financial or regular-function calculator is allowed. The accepted model used in the course is the HP-12C. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.
 
  Prerequisites  
Recommended: certified general appraisers
 
  Disclaimer  
Cancellation Policy
  • $50.00 cancellation fee.
  • Less than 2 days prior to program start date, forfeit of payment.
  Transfer Policy
  • $50.00 transfer fee.
  • Less than 2 days prior to program start date, no transfer allowed.
   
The State and the AQB requires that you be in class 100% of the time. You will not receive credit if you don't fulfill this requirement

Program materials can be downloaded by the student.
 
  Additional Information  
Class registration 8:00am on May 13
Class lecture is 8:30-4:30 daily May 13-16


 

 
















 
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