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Conservation easements are a versatile tool that allows your
clients to leave a legacy for their family as well as their community and the
environment. By restricting the use of their land in perpetuity, your
clients can protect important conservation values such as wildlife habitat,
scenic vistas, and productive agriculture. In addition, your clients
receive an immediate income tax benefit and upon death, estate tax
savings. Some states even throw in state tax incentives on top of the
federal benefits.
Attend this webinar featuring Ariel Steele, Tax Credit Connection and learn whether a conservation easement is a good tool
for your clients to leave a legacy through their land holdings.
This session offers 1 hour CE credit for CFP and PACE (CAP).
About the presenter:
Ariel Steele helps landowners preserve their land and
gain financial rewards through conservation easement income tax credits in
Colorado and New Mexico.
Ariel started her career as a litigation attorney at
Latham and Watkins in Los Angeles, California in 1993 after graduating from
Georgetown University Law Center. She
then worked for the Attorney General’s office of the Republic of Palau and the
Palau Public Land Authority from 1996-1997.
She switched her focus to land conservation in 1999 when
she started working for Boulder County Parks and Open Space in Colorado, where
she concentrated on conservation easement transactions and stewardship. In 2005, she became the owner of Tax Credit
Connection, Inc., where she continues to work with tax credits. Ariel makes presentations throughout Colorado
and New Mexico on conservation easements, state and federal tax benefits, and
how to avoid conservation easement audits.
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