Appraising Conservation and Historic Preservation Easements: An Introduction to Developing Easement Appraisals While Avoiding IRS Valuation Challenges
More Info Register
- Date
- September 3, 2025
- Time
- 1:45PM - 5:00PM (EST)
- Sponsor
- Ohio Chapter
- Location
- Hilton Cleveland Downtown
100 Lakeside Ave. East
Cleveland, OH 44114
- Instructor
- Annie Baxendale
Richard Roddewig, MAI
Robert Wells
- Full Price
- $105.00
- AI Price
- $95.00
Course Description
The federal tax code creates a charitable deduction for property owners who donate conservation easements to qualified land trusts and preservation organizations. There is currently a nationwide shortage in the number of appraisers undertaking those assignments. This program will explore the business opportunities for appraisers interested in such assignments and introduce appraisers to the techniques to properly analyze the value of charitable donations of conservation easements. Tax code regulations and sources for the generally accepted standards of appraisal practice will be explored as will the seven critical components in every conservation easement valuation assignment. Pitfalls to be avoided will be discussed and appraisal issues raised in recent Tax Court decisions explained. The program will conclude with a discussion of how to use the easement appraisal checklist published in the Appraisal Journal article as a reference when completing a conservation easement appraisal assignment. The program will be of benefit to appraisers who have never previously appraised a conservation as well as a quick review for those with prior experience with conservation easements but who need a refresher on some of key issues involved in properly completing such appraisal assignments.
Who Should Enroll
Real Estate Appraisers or others interested in learning about and/or undertaking easement assignments
Pricing Options
| Rate | Full Price | AI Price |
|---|---|---|
| Early-Bird
Today thru 08/27/2025 |
$105.00 | $95.00 |
| Standard
08/28/2025 thru 09/03/2025 |
$125.00 | $115.00 |
Event Information
Register by August 27, 2025, for Early Bird prices!
Early Bird – AI Price: $95; Full Price: $105
After August 27th - AI Price: $115; Full Price: $125
Who Should Enroll
· Real Estate Appraisers who are interested in learning and/or undertaking easement assignments and the techniques to avoid and IRS valuation challenges
· Others who are interested in learning about conservation and historic preservation easements and IRS valuation challenges
Course Materials
The materials will be emailed to you within a day or two prior to the course.
Course Classroom Schedule
Registration : 9/3/25: 1:15 p.m. – 1:45 p.m. EDT
Class : 9/3/25: 1:45 p.m. - 5 p.m. EDT
Networking Reception w/Clients and Land Trust Alliance Rally Attendees : 5 p.m. – 7 p.m. (approx.)
Classroom Hours: 3 Hours
CE Credit Approvals
Appraisal Institute: 15 Points
Pending CE Credit Approvals
OH Appraisal Board: 3 Hours
Ohio Real Estate: 3 Hours
IN Appraisal Board: 3 Hours
KY Appraisal Board: 3 Hours
MI Appraisal Board: 3 Hours
WV Appraisal Board: 3 Hours
Attendance Policy
The Appraisal Institute, AQB, and OHLB require full attendance (100%) at the Course. If the attendance roster reflects less than 100%, it could/will show up on the roster submission to the states.
Tuition Includes
Course materials and break
Course Location
Hilton Cleveland Downtown
100 Lakeside Avenue East
Cleveland, OH 44114
Speakers/Developers
Annie Baxendale
Richard Roddewig, MAI
Rob Wells
Lodging Information
Click Here