Skip to Content (custom)

    Appraising Conservation and Historic Preservation Easements: An Introduction to Developing Easement Appraisals While Avoiding IRS Valuation Challenges

    More Info Register
    September 3, 2025 Cleveland, OH
    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
    Charlie Brigden
    Richard Roddewig, MAI
    Full Price
    $105.00
    AI Price
    $95.00
    Enroll by August 27 and save $20!
    View Pricing Options
    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