What are Conservation Easements?
A conservation easement involves the donation of land to a land trust or government agency that permanently limits uses of the land in order to protect its conservation values. A conservation easement donation can result in significant tax benefits if it meets certain federal law requirements.
DIRECTORY SPOTLIGHT
How Can RIAs Utilize Them?
Syndicated real estate investments that contain a conservation easement option may be appropriate for some individuals looking to reduce their Adjusted Gross Income (AGI). These types of investments have typically been offered through registered representatives who earn a sales commission. However, with proper compliance protocols in place, fee-only advisers are able to offer their high-net-worth clients the same syndicated investments, minus high internal commissions or loads.
This workshop is designed for RIAs, CPAs, and attorneys who may want to consider introducing their clients to syndicated real estate investments that include a conservation easement option.
Attendees will learn:
- How conservation easements work
- What IRS and regulatory issues must be addressed
- What compliance policies and procedures need to be in place
- How to conduct due diligence
- How to determine which clients this type of investment may be appropriate
- How to complete an investment transaction as a fiduciary
For more information or to register for the event please click here.
