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Welcome. If you are a returning student or member of the Appraisal Institute, please log in. Back to Schedule  |  Select an Offering  |  Forgot Password?  |  Create Login       Appraising Historic Preservation Easements CALL   Date: January 14 - 16, 2009   Location: Alexandria, VA     Course     Category   Other [Oth]   Attendance Hours   18.0   Exam Hours   2.0   Current Price   $ 425.00 Member * $ 475.00 Regular * * includes late fee Late Fee   $ 100.00     Instructor     Michael M. Ehrmann, MAI            Location     Name   Embassy Suites Alexandria - Old Town   Address   1900 Diagonal Road   City   Alexandria   State   VA   Zip   22314   Phone   (703) 684-5900   Fax   (703) 684-1403     Click Here to check state approvals          Sponsor / Contact     Contact Name   National Programs   City   Chicago   State   IL   Zip   60607   Email   nationalprograms@appraisalinstitute.org   Phone   (312) 335-4140   Fax   (312) 335-4258       Description     This timely two-and-a-half day course provides intensive training and discussion on the valuation of historic preservation easements. The emphasis will be on appraising the value of preservation easements donated as charitable gifts under the Internal Revenue Code. The methods and techniques explained in this course are also relevant to the appraisal of preservation easements granted in order to obtain either state or local income tax or property tax deductions/credits. Great concern has been expressed within and without the appraisal profession for the development of an educational program dealing with the appraisal of preservation easements. This course responds to the provision in the IRS Transitional Guidance Rule of November 2006 requiring that appraisers of easements donated after February 2007 “must have a combination of education and experience relevant to the property being valued, and describe such education and experience in the appraisal.” Upon completion of the course, participants will be able to: Explain the similarities and the differences between a conservation easement and a historic preservation easement. Interpret recent national legislative and IRS guidelines and initiatives related to the appraisal of donated conservation and historic preservation easements. Eliminate many of the misconceptions in the appraisal community about how to undertake a historic preservation easement appraisal assignment. Explain the typical provisions of a historic preservation easement and how to handle the variations in possible easement provisions in the appraisal process. Apply the central role of highest and best use analysis in historic preservation easement appraisals both before and after considering the easement. Recognize accepted and appropriate techniques for finding, researching, and analyzing sales of easement-encumbered properties. Those participants that successfully pass the examination will be given a Certificate of Completion. This will allow the participants to provide evidence of education in this specialized topic to potential employers. Important Notice: Upon successful completion of the Appraising Historic Preservation Easements program curriculum and passing the program exam, participants will receive a Certificate of Completion. This Certificate of Completion will provide participants with evidence that they have completed education in this topic for potential clients and employers.THE CERTIFICATE OF COMPLETION DOES NOT PROVIDE CERTIFICATION OF ANY KIND, NOR DOES IT ATTEST TO THE COMPETENCY OF THE PARTICIPANTS. Recipients of a Certificate of Completion may represent that they have completed the program’s curriculum and passed the examination. However, recipients of a Certificate of Completion may not represent themselves as certified in appraising historic preservation easements, as holding a certification in appraising historic preservation easements, or as having a specialization, competency, or expertise based solely on the successful completion of the program. The program provider does not assume any duty to the public for the services provided by program participants, or any other person or entity. Who Should Enroll Real estate appraisers who appraise-income producing properties Real estate appraisers who appraise single-family homes and who are familiar with the narrative report format and the income capitalization approach to value IRS agents Real estate attorneys Professional preservationists Non-appraiser preservation organization staff Prerequisites Participants should be either certified general or certified residential appraisers. Participants must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.     Equipment     HP12C calculator     Disclaimer     Cancellation Policy Up To 15 days prior to program start date, refund in full. 7 - 14 days prior to program start date, $100.00 cancellation fee. Less than 7 days prior to program start date, forfeit of payment.         Continuing Education Credit This course is approved for twenty (20) hours of Appraisal Institute continuing education credit. This course might not be approved in all states by the offering date. Please check with your state board for state approval information. Cancellations This confirmation will serve as your receipt. All cancellations must be submitted in writing. Confirmed students should not assume that cancellation has been granted until a confirmation has been received. Other Information If you have a disability and require accommodation, please notify the national office at least two weeks in advance and we will arrange for reasonable accommodation. We reserve the rights to cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. The Appraisal Institute reserves the right to cancel, limit, or reschedule the program and to change faculty assignments and facility locations at any time. IMPORTANT NOTICE: Upon successful completion of the Appraising Historic Preservation Easement program curriculum and passing the program exam, participants will receive a Certificate of Completion. This Certificate of Completion will provide participants with evidence that they have completed education in this topic for potential clients and employers. THE CERTIFICATE OF COMPLETION DOES NOT PROVIDE CERTIFICATION OF ANY KIND, NOR DOES IT ATTEST TO THE COMPETENCY OF THE PARTICIPANTS. Recipients of a Certificate of Completion may represent that they have completed the program’s curriculum and passed the examination. However, recipients of a Certificate of Completion may not represent themselves as certified in appraising historic preservation easements, as holding a certification in appraising historic preservation easements, or as having a specialization, competency, or expertise based solely on the successful completion of the program. The program provider does not assume any duty to the public for the services provided by program participants, or any other person or entity. Program materials will be picked up at the site.     Additional Information     Class Schedule: Registration: 8 a.m. -- 8:30 a.m. First day of class Days 1 & 2: 8:30 a.m. -- 5:15 p.m. Lecture Hours Day 3: 8:30 a.m. -- 11:00 a.m. Lecture Hours Day 3: 11:00 a.m. -- 1:00 p.m. Examination Attendance Policy: The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100% with your grade notification letter. Please note, if Appraisal Institute attendance records indicate attendance of less than 100%, the student certificate will reflect this and state agencies may refuse to award credit. Location Information: Embassy Suites Alexandria - Old Town 1900 Diagonal Road Alexandria, VA 22314 (703) 684-5900 Guest Room Rate: Appraisal Institute has secured a limited number of sleeping rooms at a special rate. To take advantage of this please call 800-embassy or 703-684-5900 and ask for the Appraisal Institute rate. Please make your reservations early as they will be taken on a space and rate available basis. Appraisal Institute Rate: $229 single/double, plus 6% room tax, 6.5% city tax and $1 per room, per night occupancy tax. Cutoff Date: 12/22/2008 For Reservations: 800-Embassy or 703-684-5900 and ask for Appraisal Institute. Cancellation policy: Cancellations must be done 24 hours prior to arrival date or the hotel will charge first nights rate plus room and tax. Transportation Information Washington National Airport is 10 minutes from the Hotel. Taxis are available outside of baggage claim and cost approximately $10 each way. Subway Directions ($2): Take the Blue Line from National Airport Metro Station to Franconia Metro. Exit at King Station. Using the main entrance, walk 1 block SE on Daingerfield Road. Turn right on Diagonal Road. End at 1900 Diagonal Road. Dulles International Airport is about 35 minutes from the Hotel. A one way taxi fare will cost approximately $40. Bus/Subway Directions ($3.10): Board bus 5A, from curb stop 2E, at Dulles Airport. Take bus 5A towards L’Enfant Plaza Metro. Exit bus at Rosslyn Metro Station. From here, take the Blue Line toward Franconia Metro. Exit at King Station. Using the main entrance, walk 1 block SE on Daingerfield Road. Turn right on Diagonal Road. End at 1900 Diagonal Road. Parking is available at the Hotel for $18 per day.

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