Sep
18
Fri
Conservation Easements: Legal, Appraisal, Accounting & Ethical Issues-2020 @ Virtual Class
Sep 18 @ 11:30 am – 5:00 pm

The Alabama Chapter and the Georgia-Alabama Land Trust are again partnering to present a seminar that addresses current information and issues when valuing Conservation Easements. This timely seminar will address current legal and valuation issues associated with appraising Conservation Easements. Subject Matter experts from the various facets of the Conservation Easement realm will provide insight into their role in the process.

11:30am -11:45am: Introductions and Continuing Education Housekeeping

11:45am – 12:50pm: Steve Small, attorney and one of the nation’s leading authorities on private land protection options and strategies will discuss recent developments in conservation easement drafting and perspectives. Mr. Small authored the Federal Tax Law of Conservation Easements as well as numerous publications. He wrote the Federal Income Tax Regulations on Conservation Easements as attorney-advisor in the Office of Chief Counsel of the Internal Revenue Service.

12:50pm – 2:00pm: Two experienced appraisers, Philip E. Paulk, MAI, AI-GRS and Lucus Von Esh, MNAA will discuss complying with IRS Rules on Qualified Appraisals and Qualified Appraisers. Mr. Paulk will discuss such things as Appraisal Requirements for Conservation Easement Appraisers by Yellow Book, Federal Definition o Market Value, Before and After Value. Mr. Von Esh will discuss Private/Lending Appraisals vs Conservation Easement Appraisals, the Evolution of Conservation Easement Appraisal, and the evolution of the conservation easement appraisal.

2:00pm – 2:15pm Break 2:15pm – 3:00 pm:Vivian Hoard, Attorney will give an Update on Conservation Law. Discussion will include the Battlefronts: Technical Foot faults, Valuation, Appraisers Penalties, Criminal Investigations, Injunctions and Senate Finance Investigation.

3:00pm – 4:00pm: Stephanie Surles, CPA will discuss the new Form 8283 Requirements and Updates on Accounting Issues with Conservation Easements. Ms. Surles will present the Form 8283 and discuss the role of the form in Conservation Easements, The importance of the form being prepared correctly, what information should be included on the form and who must sign the form.

4:00pm – 5:00pm:  Alex Robertson, Esq. will present updates on Ethics issues with Conservation Easements and Land Trust. Mr. Robertson will present LTA Standards and Practices and LTA Accreditation information. He will discuss Easement Violations with Legal and Ethical Obligations.

Click Here To Learn More About the Speakers

 Fee: $125 

CONTINUING EDUCATION:

Approved for 5 Hours of CE Alabama Real Estate Appraisers Board
Approved for 5 hours CE Georgia Real Estate Appraisers Board
Approved for 5 hours CE Georgia Real Estate Commission
Approved for CPA: 6.2 hours of CPE, including 1 hour of accounting and auditing CPE, 1.2 hours of ethics CPE, and 4 hours of other business related CPE
Approved for 3 Hours of CE Alabama Real Estate Commission
Approved for 5 CAT1 CFEs  Society of American Foresters

Attorney: This course or a portion thereof has been approved by the Mandatory Continuing Legal Education Commission of Alabama for a maximum of 5 hours’ credit including 1 hour of ethics.

 

VIRTUAL EDUCATION GUIDELINES: In order to comply with the requirements set by FREAB, AQB, ASC, TAF and the Appraisal Institute for education providers, students are required to forward a photo ID (ex. driver license photo) to pampaulk@aialabama.com after registering for a class. Please scan the photo ID to the chapter office no later than five days prior to class. A ZOOM log-in information for the class will not be sent to you until we have received your photo ID. You can block out any personal information, other than your name and photo. We are required to verify photo identification during the virtual class.

As the class will be interactive, students MUST have video and audio capability to see and hear the instructor and the instructor MUST be able to see and hear the students during the entire class. ATTENDANCE POLICY: To receive continuing education credit, 100% attendance is required and attendance will be monitored through out the class.

Listening on the phone is not permitted and watching from somewhere like driving or in a coffee shop is not permitted. 

Cancellation Policy

  • Up To 15 days prior to program start date, $25.00 cancellation fee
    • 7 – 14 days prior to program start date, $50.00 cancellation fee
    • Less than 7 days prior to program start date, forfeit of payment.
Oct
2
Fri
What’s Up In Technology For Real Estate Appraisers? @ Orange Beach Community Center
Oct 2 @ 8:30 am – 5:00 pm

New Seminar By Developer- Wayne Pugh, MAI Founder & CEO of Software for Real Estate Professionals and author of “Cool Tools”

If you’re interested in learning about several different technologies to improve the appraisal processes you use every day, don’t miss this seminar.

Obtain a better understanding of Big Data, new Analytical Tools, growing Science of Appraising, Aggregation of Appraisers, and Appraiser Relevance.

Understand how Cloud Services described, discussion of several services including Evernote, Dropbox, Google Drive, Microsoft Onedrive, and Amazon Cloud can help secure your data.

All of these cool tools will be covered:  

Mozy, Carbonite, Google Alerts, Fujitsu Scanner, Maptitude GIS, Google, Eye-Fi, Fine Scanner, Transcription Devices, LogMeIn, Snag-It, Wolfram Alpha, Wordrake, vizCard, Dark Sky, Pro Camera, RescueTime.com, HoursTimeTracking.com, Youtube Capture, FlixPress.com, Fiverr.com, Eventbrite.com, Meetup.com, Upwork.com, Unroll.Me, MileIQ.com, Everlance.com, Moz.com/local, Lenovo, SSDs.

Learn how to easily develop Excel spreadsheets to extract market adjustments and provide solid defensible support for your appraisal reports

Learning Objectives:

  1. Understand Big Data, new Analytical Tools, growing Science of Appraising, Aggregation of Appraisers, Appraiser Relevance
  1. Cloud Services described, discussion of several services including Evernote, Dropbox, Google Drive, Microsoft Onedrive, Amazon Cloud
  1. Understand Mozy and Carbonite and what you have to lose by not backing up offsite
  1. Google Alerts, Fujitsu Scanner, Maptitude GIS, Google, Eye-Fi, Fine Scanner, Transcription Devices, Log MeIn, Snag-It, Wolfram Alpha, Wordrake, vizCard, Dark Sky, Pro Camera, RescueTime.com, HoursTimeTracking.com, Youtube Capture, FlixPress.com, Fiverr.com, Eventbrite.com, Meetup.com, Upwork.com, Unroll.Me, MileIQ.com, Everlance.com, Moz.com/local, Lenovo, SSDs
  1. Tony Seba’s Key Exponential Technologies, What to read?
  1. General discussion, Datamaster, Real Estate Appraiser’s Facebook Page, Spark Analytics, Solomon Adjustment Calculator
  1. General Description, Functions, and Measuring Adjustments for Market Conditions, Location, Site, Living Area, and Age

Instructor:
Wayne Pugh, MAI, FRICS, CCIM, CDEI, Past President of the Appraisal Institute

Wayne Pugh is a past international president of the Appraisal Institute, former Chair of the Louisiana Appraisal Board, and the current CEO of R. Wayne Pugh and Co., a real estate consulting and appraisal firm he founded in 1975 in Baton Rouge, Louisiana. Mr. Pugh also heads Software for Real Estate Professionals Inc., and is a principal member of Real Estate Counseling Group of America (www.recga.com), a national organization of analysts and academicians founded by the late William N. Kinnard, Ph.D.

 

Schedule: 9:00 am-5:00 pm
Registration: 8:30 am

AI Fee: $195, Standard Fee: $215

Approved for 7 hours CE Credit Alabama Real Estate Appraisers Board
Approved for 6 hours CE Credit Alabama Real Estate Commission
Approved for 7 hours CE Credit Georgia Real Estate Appraisers Board
Approved for 7 hours CE Credit Georgia Real Estate Commission
Approved for 7 hours CE Credit Mississippi Real Estate Appraisers Board
Approved for 7 hours CE Credit Florida Real Estate Appraisers Board

Cancellation Policy

  • Up To 15 days prior to program start date, $25.00 cancellation fee
    • 7 – 14 days prior to program start date, $50.00 cancellation fee
    • Less than 7 days prior to program start date, forfeit of payment.