Show navigation

Available in:

Audio & Reference Manual
MP3 Download

Conservation Easement Planning: Preserving Open Space and the Natural Environment

Learn the history, purpose, and benefits associated with conservation easements as well as tax benefits associated with these easements.This topic will review the history and public benefits provided by Congress in its enactment of Section 170(h), will review the significant tax benefits that can be created as a result of the donation of conservation easements and will review the approach often seen in IRS audits of taxpayers who have granted conservation easements. The topic will give you a feel for how these cases are approached at Exam, in Appeals and in Tax Court and how a client and his advisors can be prepared for when an audit arises. Finally, the material will address key cases that help taxpayers understand how the Tax Court and the Court of Appeals have addressed the various complex issues in this area.
Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

History, Purpose and Public Benefits of Conservation Easements

Tax Benefits for Donations of Conservation Easements

Technical Requirements for Conservation Easements

Preparing for IRS Attacks on Conservation Easement Audits

Conservation Easements and Real Estate Partnerships and Notice 2017-10

Significant Cases to Consider When Preparing for IRS Attacks on Conservation Easements

Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

No credit available.

MP3 Download

No credit available.

Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Ronald A. Levitt, Esq.

Ronald A. Levitt, Esq.

Sirote & Permutt, PC

  • Shareholder in the Birmingham office of Sirote & Permutt, PC
  • Practices federal and state controversy matters, planning and charitable deduction planning, including planning and defending conservation easements. He also counsels clients in business planning, succession planning and entity formation, specifically the development of S Corporations, Limited Liability Companies and flow-through entities
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • Recognized by Best Lawyers in America as Birmingham's "2012 Best Lawyer of the Year" for Tax Law. Best Lawyers in America has recognized Mr. Levitt for more than 20 years in the areas of Tax, Litigation & Controversy-Tax, Corporate Law and Health Care Law. Additionally, Mr. Levitt has been recognized by Alabama Super Lawyers for Tax, Closely Held Business and Health Care and by the Birmingham magazine as Top Attorney, Tax for 2009-10
  • Writes and speaks extensively on a nationwide basis on a variety of tax subjects
  • Council Director of the ABA Tax Section and is a former chair of the S Corporation Committee of the ABA Tax Section, and of the Alabama Bar Association's Tax Section. Mr. Levitt is a Fellow and Regent in the American College of Tax Council
  • J.D. and M.B.A. degrees, University of Alabama; LL.M. degree in taxation, University of Florida
  • Can be contacted at 205-930-5274 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 397668
Published 2017
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!