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Conservation Easements: Legal, Appraisal, Accounting & Ethical Issues

    Date: September 26, 2019   Location: Birmingham, AL
  Local Area Topics  
Category  Electives [E]  
Attendance Hours  5.0  
Current Price  $ 125.00  
Name  Sirote & Permutt  
Address  2311 Highland Avenue South  
City  Birmingham  
State  AL  
Zip  35209  
  Sponsor / Contact  
Chapter  Alabama
Contact Name  Pamela Paulk  
Phone  (205) 835-0808  
Cancellation Policy
  • Up To 15 days prior to program start date, refund in full.
  • 7 - 14 days prior to program start date, $50.00 cancellation fee.
  • Less than 7 days prior to program start date, forfeit of payment.
  Transfer Policy
  • Up To 15 days prior to program start date, no transfer fee.
  • 7 - 14 days prior to program start date, $25.00 transfer fee.
  • Less than 7 days prior to program start date, no transfer allowed.
The Alabama Chapter and the Georgia-Alabama Land Trust are partnering to present a seminar that addresses current information and issues when valuating Conservation Easements. This timely seminar will address current legal and valuation issues associated with appraising Conservation Easements. Subject Matter experts from the various facets of the Conservation Easement realm will provide insight into their role in the process.

11:00 – 11:45: Registration and Lunch

11:45 – 12:45: Ronald Levitt, Attorney Shareholder, and Greg Rhodes, Attorney, Sirote & Permutt, P.C., “Recent Legal Developments Regarding Conservation Easements”

12:45 – 2:00: John E. “Josh” Hall, MAI, Senior Managing Director, Valbridge Property Advisors, and Philip E. Paulk, MAI, SRA, AI-GRS, Managing Partner, The Paulk Group, “Panel: Appraisal of Conservation Easements - General Principles and Appraisal of Mineral Rights”

2:00 – 2:15: Break

2:15 – 3:15: Katherine Eddins, Executive Director, Georgia-Alabama Land Trust, Inc., “Recent Developments in Conservation Easement Due Diligence and Drafting”

3:15 – 4:00: Orman Wilson, CPA, Tax Manager, JamisonMoneyFarmer PC, "Accounting Issues Presented by Conservation Easements”

4:00 – 5:00: Steve Greenberg, Staff Attorney, Georgia-Alabama Land Trust, Inc., “Land Trusts and Conservation Easements – Ethical Issues” (Ethics CLE credit)

5:00 – 6:00: Reception.

The seminar will provide basic information about conservation easements as well as current insight for those who are involved in the process of valuing this unique property type.

Standard Fee: $125
AI Fee: $125

Submitted for 5 hours CE Credit Alabama Real Estate Appraisers Board
Approved for 3 hours CE Credit Alabama Real Estate Commission
Approved for 5 hours CE Credit Georgia Real Estate Appraisers Board
Approved for 5 hours CE Credit Georgia Real Estate Commission
CPA-Approved for 6 hours of CPE, including 1 hour of accounting and auditing CPE
Forestry-Approved for 5 hours of CFE, Alabama Forestry Education Credit
Attorney-This course or a portion thereof has been approved by the Mandatory Continuing Legal Education Commission of Alabama for a maximum of 5 hours' credit, including 1 hour of ethics.

Cancellations/Refunds: Requests for cancellations must be received in writing by the chapter. Email: Confirmed students should not assume that cancellation has been granted until a confirmation has been received.

The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements. You must not miss any of the course offering and you must give the instructor full attention. No cell phones, text messaging, returning calls, using computers and reading other non-related materials in class. You must be on time at beginning and returning from breaks and lunch.

This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.

Program materials will be picked up at the site.
  Additional Information  

Sirote & Permutt, P.C.
2311 Highland Avenue South
Birmingham, Alabama



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