Home Aliso Advisors Presents: Understanding Conservation Easements

    Aliso Advisors Presents: Understanding Conservation Easements


    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.

    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.