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SERVICES


Conservation Easement Advisors, LLC offers the following services relating to conservation easements, tax credits, tax deductions, land consulting services, and real estate consulting services to clients of all sizes, ranging from individuals to Fortune 500 companies, in all 50 states:
 

 

BUY AND SELL INCOME TAX DEDUCTIONS AND TAX CREDITS


  • Assisting Clients In Aquiring Federal And State Income Tax Deductions And Tax Credits Through Investments In A Partnership Which Already Owns A Land Tract Where A Conservation Easement Will Be Recorded.


 

CONSULTING


  • Assist Clients To Purchase Land That May Qualify For Placing A Conservation Easement On It
  • Assist Clients To Determine If Their Property Might Qualify For The Placement Of A Conservation Easement
  • Assist Client’s In Placing A Conservation Easement On Their Property From The Beginning Of The Process Until It Is Concluded
  • Custom Tailored Consulting And Advisory Services For Real Property, Land, And Conservation Easements
  • Review Land Investments That Contain Or Will Contain Conservation Easements On Behalf Of The Investor To Determine If The Due Diligence Documents Appear To Be In Order, Assess Any Issues And Report Them To The Client
  • Review And Opine On Due Diligence Documents Including: Appraisals, Baseline Environmental Reports, Drafts Of Conservation Easements, Land Development Plans, Land Management Plans, Title Commitments, Boundary Surveys, and Environmental Reports
  • Land Acquisition Planning, Priority Setting, Implementation And Strategies
  • Land And Water Conservation, Stewardship Recommendations, And Implementation Plans
  • Goal Setting
  • Estate Planning With Conservation Easements
  • Conservation Easement Planning
  • Project Management
  • Land And Natural Resource Planning
  • Feasibility Analysis
  • Encouraging Public And Philanthropic Organizations To Direct Funds Toward The Project
  • Real Estate Consulting
  • Preparation Of Preservation Options Report To Determine Which Federal, State, County, And Private Land Conservation Programs Are Best Suited To Your Land
  • Guidance On The Sale Of Development Rights And Other Conservation Easements For The Purposes Of Generating Income & Protecting Land From Development
  • Preparation Of Applications To Land Preservation Programs, Land Trusts, And Conservancys For The Purchase Of Development Rights And Conservation Easements
  • Representing The Landowner’s Interests With Program Officials Throughout The Application Process
  • Property Conservation And Management Master Plans
  • Obtaining The Necessary Federal, State, And Local Permits And Approvals
  • Education In The Benefits And Methods Of Private Land Conservation
  • Identifying And Qualifying Conservation Properties And Opportunities
  • Economic Analysis And Modeling Of Alternatives
  • Structuring And Management Of A Project Team To Pursue The Conservation Easement Process
  • Coordination Of All Elements Needed To Complete The Conservation Easement Process Or The Specific Assignment


 

RAISING CAPITAL - PAYING OFF DEBTS - CLEANING UP THE BALANCE SHEET


  • Helping Client’s Raise Money From Investors Through Securities Broker Dealer Channels By Using Their Land In Conjunction With Conservation Easements For The Purpose Of Keeping Their Land, Paying Off Debt, Or Raising Capital For Other Purposes. These Arrangements Typically Result In Financial Recoveries Significantly Higher Than With Short Sales And Foreclosures
  • Assisting Land Owners Or Developers In Trying To Avoid A Default Under A Loan Agreement By Helping Them Through Securities Broker Dealer Channels To Raise Money From Investors For The Land When A Conservation Easement Is Recorded On The Land. These Arrangements Typically Result In Financial Recoveries Significantly Higher Than With Short Sales And Foreclosure
  • Assist Banks, Financial Institutions, And Insurance Companies In Helping Them Raise Funds And Clear Their Balance Sheets By Taking Foreclosed or OREO Land Tracts And Help Turn Those Land Tracts Into Cash By Helping Them Through Securities Broker Dealer Channels To Raise Money From Investors For The Land When A Conservation Easement Is Recorded On The Land. These Arrangements Typically Result In Financial Recoveries Significantly Higher Than With Short Sales And Foreclosures.
  • Marketing The Property Or Land Or Partial Interests Which Are Encumbered With A Conservation Easement To Potential Purchasers Or Donees
  • Guidance On The Sale Of Development Rights And Other Conservation Easements For The Purposes Of Generating Income And Protecting Land From Development


 

FINANCING


  • Identifying And Securing Funding Sources For The Aquisition Of Land


 

    DUE DILIGENCE


  • Assisting The Land Owner Or Client With Sourcing, Engaging, And Reviewing Qualified Appraisers To Perform Qualified Appraisals To Meet Requirements Of US Treasury Regulations And Internal Revenue Code
  • Assisting The Land Owner Or Client With Sourcing, A Land Trust Or Conservancy That Is A Compatible Match To Preserve Or Conserve The Land Through The Use Of A Conservation Easement
  • Assisting The Land Owner Or Client With Sourcing, An Attorney Who Is Experienced With Conservation Easements, Real Estate Law, Securities Law (if applicable), And Tax law
  • Assisting The Land Owner Or Client With Sourcing, Engaging, And Reviewing Baseline Environmental Reports Required By Land Trusts For Conservation Easements
  • Assisting The Land Owner Or Client With Sourcing, A CPA Firm Who Has A Good Understanding Of Conservation Easements And The Tax Treatment Of Conservation Easements, And Understands How To Prepare An Internal Revenue Service Form 8283 For Conservation Easements.
  • Assisting Client’s With Obtaining Zoning, Subdividing, Municipal Approvals, And Other Governmental Permits And Approvals For Land Development Or Planning
  • Assisting The Land Owner Or Client With Sourcing, A Land Planner Or Engineer Who In Conjunction With Conservation Easement Advisors, LLC, Can Make A Land Plan Which Uses The Highest And Best Use Approach To Valuing On The Land To Yield The Best Tax Deductions Or Tax Credits For Tax Planning
  • Assisting The Land Owner Or Client With Sourcing, And Engaging A Land Surveyor To Survey The Land or Property.
  • Assisting The Land Owner Or Client With Sourcing, And Engaging An Environmental Engineer To Conduct A Phase I Environmental Study On The Land or Property.
  • Review Land Investments That Contain Or Will Contain Conservation Easements On Behalf Of The Investor To Determine If The Due Diligence Documents Appear To Be In Order And Assess Any Issues And Report Them To The Client
  • Review And Opine On Due Diligence Documents Including: Appraisals, Baseline Environmental Reports, Drafts Of Conservation Easements, Land Development Plans, Land Management Plans, Title Commitments, Boundary Surveys, And Environmental Reports
  • Conservation Easement Due Diligence
  • Working With Buyers To Resolve Due Diligence Matters
  • Secure Required Regulatory Approvals
  • Overseeing Title And Escrow Matters
  • Obtaining The Necessary Federal, State, And Local Permits And Approvals
  • Assisting Client’s With Obtaining Zoning, Subdividing, Municipal Approvals, And Other Governmental Permits And Approvals For Land Development Or Planning


 

NEGOTIATION AND ADVOCACY


  • Assist With The Negotiation Of The Conservation Easement Document On Behalf Of The Land Owner With The Land Trust Or Conservancy
  • Landowner Contract And Negotiations For Fee-Simple And Conservation Easement Acquisition And Gifts On Behalf Of Land Trusts
  • Negotiating And Documenting Transaction Terms


 

TAX PLANNING - TAX CREDITS - TAX BENEFITS


  • Assisting Clients In Aquiring Federal And State Income Tax Deductions And Tax Credits Through Investments In A Partnership Which Already Owns A Land Tract Where A Conservation Easement Will Be Recorded.
  • Assisting The Land Owner Or Client With Sourcing, A CPA Firm Who Has A Good Understanding Of Conservation Easements And The Tax Treatment Of Conservation Easements.
  • Estate Planning With Conservation Easements
  • Leveraging Mitigation, Carbon Offset, And Tax Credit Opportunities, If Appropriate
  • Estimating Potential Conservation Easement Tax Benefits
  • Assess Potential For Various State Tax Credits And Other State Tax Related Benefits
  • Calculate Potential Tax Savings On Conservation Easements
  • Making Application For State Tax Credits Or State Tax Benefits
  • Advising On Tax Benefits On Conservation Easement Projects


 

OPINION LETTERS


  • Review Land Investments That Contain Or Will Contain Conservation Easements On Behalf Of The Investor To Determine If The Due Diligence Documents Appear To Be In Order And Assess Any Issues And Report Them To The Client
  • Review And Opine On Due Diligence Documents Including: Appraisals, Baseline Environmental Reports, Drafts Of Conservation Easements, Land Development Plans, Land Management Plans, Title Commitments, Boundary Surveys, and Environmental Reports


 

STRATEGIC PLANNING


  • Land Acquisition Planning, Priority Setting, Implementation And Strategies
  • Goal Setting
  • Acquisition Planning
  • Conservation Easement Planning
  • Land And Natural Resource Planning


 

AQUISITIONS


  • Landowner Contract And Negotiations For Fee-Simple And Conservation Easement Acquisition And Gifts On Behalf Of Land Trusts
  • Acquisition Planning
  • Real Estate Brokerage


 

LAND MANAGEMENT


  • Land Management
  • Timber And Farm Management


 

EXPERT WITNESS SERVICES


  • Expert Witness Services In Federal And State Court On Conservation Easements, Real Estate Development, And Land Planning


 

DISPOSITIONS


  • Real Estate Brokerage
  • Marketing The Property Or Land Or Partial Interests Which Are Encumbered With A Conservation Easement To Potential Purchasers Or Donees


 

MARKETING


  • Marketing The Property Or Land Or Partial Interests Which Are Encumbered With A Conservation Easement To Potential Purchasers Or Donees
  • Develop Marketing Plans For Land


 

PERMITTING


  • Obtaining The Necessary Federal, State, Local Permits, And Approvals
  • Assisting Client’s With Obtaining Zoning, Subdividing, Municipal Approvals, And Other Governmental Permits And Approvals For Land Development Or Planning


 

RESEARCH


  • Customized Research
  • Obtaining Ownership Information On Land And Property


 
 
 
 
 
Questions? Call Us Toll Free! 1-855-TAX-CUT-0 (1-855-829-2880)
 
info@conservation-easement.com
 
Conservation Easement Advisors, LLC
111 South 4th Street
Gadsden, Alabama 35901
Toll Free:
Office:
Fax:
1-855-829-2880
(256) 549-1899
(256) 549-1233

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