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

CALL   Date: May 7 - 11, 2013   Location: Chicago, IL
 
  Course    
Category  Other [Oth]  
Attendance Hours  31.0  
Exam Hours  2.0  
Current Price  $ 540.00 AI *
$ 590.00 Full *
* includes late fee
Late Fee  $ 50.00
 
  Instructor    
Nick A. Tillema, MAI, SRA  
    
 
  Location    
Name  Chicago Chapter  
Address  205 W. Wacker Dr., Suite 202  
City  Chicago  
State  IL  
Zip  60606  
 
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  
 
  Description    
Valuation of Conservation Easements is an intense, advanced-level educational endeavor dealing with one of the most controversial topics in the realm of valuation. It is designed for the advanced, general certified 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 4½ days, this intensive program will familiarize participants with conservation easement valuations in a variety of different situations, including conventional appraisals, appraisals that are required to comply with the Yellow Book, and appraisals involving noncash 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, in-depth 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 EasementsProfessional Development Program. Fore more information, click here.

AICP members may be able to earn Certification Maintenance (CM) credits for this activity. Visit here for a list of approved offerings.

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


Downloads
  • Table of Contents and Overview [PDF]
  • Schedule [PDF]
  •  
      Audience    
    Experienced general appraisers.
     
      Equipment    
    HP-12C calculator
     
      Prerequisites    
    Must be a certified general appraiser.
     
      For Further Reading    
      The Dictionary of Real Estate Appraisal, 5th ed.  
      http://www.appraisalinstitute.org/store/p-253-appraising-conservation-and-historic-preservation-easements.aspx   
      Uniform Appraisal Standards for Federal Land Acquisitions  
      Historic Properties: Preservation and the Valuation Process , 2nd ed.  
      Real Estate Valuation in Litigation, 2nd ed.  
     
      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 Chicago Chapter enforces the attendance requirements as mandated by the State of Illinois and the AQB. There is a 100% attendance policy, if you are late, you will not receive credit. If you are late the first day of the course, you may stay in class but you will not receive credit. Registration begins at 8:00 am for every course. Each course begins promptly at 8:30 am each day.

    Program Material Policy Beginning four weeks before the course start date, program materials will be shipped to the student. Standard ground shipping is INCLUDED in the tuition price. HOWEVER, ADDITIONAL CHARGES are added for express shipping. These charges will be reflected in late registration.

    If you do not receive your materials within five business days of the start date, PLEASE NOTIFY the Chicago Chapter office immediately. All students must bring their materials with them to class; there will be NO EXTRA’s available.

    Cancellation & Transfer Policy: Please read carefully.
    The Chicago Chapter charges a $50cancellation AND $50 transfer fee.
    If you cancel less than 48 hours before the start of the course or seminar you will receive NO REFUND. All cancellations must be submitted in writing to receive a refund. The Chicago Chapter reserves the right to cancel, limit or reschedule the programs and to change faculty assignments at any time. Prospective students should confirm their registrations before making any non-refundable airline reservations.

    If you cancel there is an additional $25 material charge from the national office. You do not return course materials any longer.


    Program materials can be downloaded by the student or can be picked up at the site.
     
      Additional Information    
    Class Schedule:
    Registration: Tuesday May 7, 2013 8:00a-8:30a
    Class May 7-10, 2013 begins at 8:30 each morning/ends at 4:30
    EXAM IS SATURDAY MAY 11...8:30-10:30AM WRITING TIME

    CHICAGO IS A VERY BUSY CITY…..MAKE YOUR RESERVATIONS EARLY!!!!
    HOTEL INFO: We have a corporate rate at the Holiday Inn Mart Plaza, right across the street from the chapter office.
    Call Molly at 312.529.1117 and tell her you’re a student with the Chicago Chapter and she will make your reservation for you.

    Please contact Jennifer Jennifer@ccai.org 312.616.9400 or LA LA@ccai.org
    if you have any questions or need assistance.

    CCAI office: 312.616.9400 FX: 312.616.9404