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Valuation of Conservation Easements | Program Details

Valuation of Conservation Easements is an intense, advanced-level educational endeavor dealing with one of the most controversial topics in the realm of valuation. It is designed for the advanced, general certified appraiser who understands the methodology in the approaches to value and is ready to embark on understanding the intricacies involved in one of the most misunderstood and difficult types of appraisals.
Over 4½ days, this intensive program will familiarize participants with conservation easement valuations in a variety of different situations, including conventional appraisals, appraisals that are required to comply with the Yellow Book, and appraisals involving noncash charitable contributions that are required to comply with IRS standards. Learning objectives will be accomplished through a series of lectures, in-class discussions, problem solving, in-depth homework assignments, and case-law analysis.

Upon successful completion of the course, participants should be able to:

  • Understand the methodologies and techniques commonly used in valuing conservation easements.
  • Grasp state, federal, and IRS regulations and requirements relating to conservation easements.
  • Understand the range of assignments that are common in valuing conservation easements.
  • Develop an effective scope of work for a conservation easement valuation assignment, apply concepts of highest and best use analysis to that assignment.
  • Utilize a range of techniques to effectively carry out a conservation easement valuation.
  • Identify the unique issues that may apply to conservation easements and complete the assignment(s) in accordance with the various state and federal agency requirements.

Note. This course is in the Valuation of Conservation EasementsProfessional Development Program. Fore more information, click here.

AICP members may be able to earn Certification Maintenance (CM) credits for this activity. Visit here for a list of approved offerings.

This course is approved for GBCI CE Hours by the USGBC.

Program Overview
Table of Contents and Overview [PDF]
Schedule [PDF]

Recommended Text
The Dictionary of Real Estate Appraisal, 5th ed.
Historic Properties: Preservation and the Valuation Process , 2nd ed.
Uniform Appraisal Standards for Federal Land Acquisitions
Real Estate Valuation in Litigation, 2nd ed.
Appraising Conservation and Historic Preservation Easements

Ordering Information
To order books and other materials go to
our store

Tuition
Please contact the sponsoring chapter for information on fees applicable to chapter programs.

Required
HP-12C calculator

Appraisal Institute Hours
33 hours (including 2-hour exam)

To receive credit, participants must attend 100% of the program.

AI CE Credit for Designated Members and Candidates for Designation
Completing this Professional Development Program satisfies the Advanced Continuing Education (ACE) requirement for an MAI, SRPA, SREA, RM, or SRA Designated Member, general or residential Candidate for Designation and general or residential Practicing Affiliates.

This course may not be repeated in any subsequent continuing education cycle unless it has been substantially revised, as determined by the Admissions and Designation Qualifications Committee.

For further information, please visit our Continuing Education Page for all members.

Prerequisites
Must be a certified general appraiser.

Who Should Enroll
Experienced general appraisers.

Click Here for State Approvals


Class Schedule & Locations

10/14/2013 - 10/18/2013
Location: Albuquerque, NM
Click here for location details
Sponsor: Appraisal Institute
Contact: National Programs, (312) 335-4207
Instructor: Flynn, Brian J., MAI
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10/14/2013 - 10/18/2013
Location: Atlanta, GA
Click here for location details
Sponsor: Atlanta Area
Contact: Suzanne Brockway, (770) 803-0024
Instructor: Closser, Bruce M., MAI, SRA
Register