September 18, 2020 @ 11:30 am – 5:00 pm
Virtual Class
Pam Paulk

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: 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.

3:00pm – 4:00pm: Alex Robertson, 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.

4:00pm – 5:00pm:  Jonathon Blum, Attorney will present updates on Ethics issues with Conservation Easements and Land Trust. Mr. Blum 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 


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.

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