Tax and Estate Planning in Southwest Region

 1031 Exchanges

   
Articles on 1031 Exchanges
13 Components of a Successful Transferable Development Right Program
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For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

Like-Kind Exchanges of Conservation Easements
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Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

What is a Like Kind Exchange?
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Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

Year End Exchanges
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Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

Qualified Intermediaries
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A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

pdf Interpretations of the Idaho Escrow Act
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In an effort to provide direction to Idaho businesses whose activities fall within the requirements of the Idaho Escrow Act, the Director of the Idaho Department of Finance has adopted the following interpretations of the Act.

1031 Exchanges Organizations & Professionals
There are 76 resources serving Southwest Region in the following categories:
map itMap of 1031 Exchanges Organizations & Professionals serving Southwest Region
Agricultural Law Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Farm Commons
Rachel Armstrong - Madison, WI
Farmer's Legal Action Group
- St. Paul, MN
Green Lodestar Communications & Consulting, LLC
Kristen M. Ploetz, Esq. - Founder & Manager - Quincy, MA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
J. Kahle Becker
Attorney At Law - Boise, ID
James M. Ash
Husch Blackwell LLP - Kansas City, MO
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Larry C. Hunter
Moffatt Thomas - Boise, ID
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Norman M. Semanko
Moffatt Thomas - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott L. Campbell
Moffatt Thomas - Boise, ID
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Todd N. Hallock
Hallock & Hallock - Logan, UT
Estate Planners
Dennis Roddy
- Manager, MBA - Salina, KS
Marc E. Wallace
- Coeur D'Alene, ID
R.L. 'Dick' Wittman
Wittman Consulting - Culdesac, ID
Scott Eskelson
Martin & Eskelson, PLLC - Idaho Falls, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Estate Planning Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Andrew M. Wayment
Wright & Wayment, PLLC - Idaho Falls, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Michael W. McGreaham
Parsons Behle & Latimer - Boise, ID
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Custom 1031 Inc.
- Spokane, WA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
Futura 1031, Inc.
Glenda Sibbald, CES - President, Exchange Coordinator - Roseburg, OR
J. Frederick Mack
Holland & Hart - Partner - Boise, ID
Jennifer Keen
Investment Property Exchange Services, Inc. - EVP / Manager of Western Operations - Portland, OR
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Pioneer 1031 Company
Jesse R. Hamilton - Senior Vice President & General Counsel - Boise, ID
Randy Rabehl
Vice President - TitleOne Exchange Company - Boise, ID
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
TitleOne Exchange Company
Cameron McFaddan - Legal Services, 1031 Accommodator, Owner - Boise, ID
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA

 Conservation Easements

   
Articles on Conservation Easements
6 Basic Steps to Conveying a Conservation Easement
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How does one go about donating or selling a conservation easement.? There is no one right way to go about it. However, the following outline shows the most common steps to the process.

Conservation Easements
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One tool for estate planners is the conservation easement, by which a landowner voluntarily restricts his or her land from being developed, restricts the amount of development or protects existing features, like a building facade with historic value.

Conservation Easements: How Flexible Is Too Flexible?

To ensure the continued conservation of natural resources and habitats, it is important to ensure that easements are not simply undone by successors to the original parties after the tax benefits have been realized.& ...

Mitigation and Conservation Banking
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To many landowners a threatened or endangered (T&E) species on their property is anathema because it can herald all kinds of state and federal limitations on use of their property.& ...

pdf 2015 National Land Trust Census Report
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Our common ground and collective impact.

pdf Conservation Easements: A Tool for Preventing the Fragmentation of Family Lands
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Land stewards can use conservation easements to help manage the future. Conservation easements can be created to protect different natural assets ranging from endangered species and water sources to productive, open space and agricultural land.

Karl Tyler inks conservation easement to protect prime salmon habitat
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Tyler has been thinking about preserving the salmon Karl Tyler with his wife Donna and Zip. Below, the sign for the Little Eight Mile Ranch features the Chevy logo, Tyler’s initials and one of their livestock brands.

Uniform Conservation Easement Act Summary
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Although traditional uses of land for industrial, commercial, residential and agricultural purposes have continued, conservation and historic preservation have become important as well.

pdf Funding Conservation in Idaho
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The purpose of this publication is to provide a guide to the most common funding resources available for conservation on private land in Idaho.& ...

Conservation Easements Protect a Special Place in Idaho for People and Nature
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Conservation easements purchase future development rights and landowners are required to follow a grazing plan to protect and improve sage-grouse habitat.

pdf Ranching as a Conservation Strategy: Can Old Ranchers Save the New West?
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Working ranches are often promoted as means of private rangeland conservation because they can safeguard ecosystem services, protect open space, and maintain traditional ranching culture.

pdf Uniform Conservation Easement Act (with 2007 Amendments)
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The Act enables durable restrictions and affirmative obligations to be attached to real property to protect natural and historic resources.

pdf Multi-Generational Ownership and Planning for Family Owned Properties
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The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

Forever Donation
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A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

Tax Benefits of Donating Conservation Land
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There are several kinds of tax benefits available to donors of land or conservation easements. This article attempts to summarize these benefits and provide some examples of how they work.

What is a Land Trust?

Land trusts are non-profit organizations directly involved in the permanent protection of land and its resources for the public benefit. A trust may operate on a local, state, regional, or national level.

Bundle Of Rights Approach To Value
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The bundle of rights theory maintains that ownership of a parcel of real estate may embrace a great many rights, such as the right to its occupancy and use; the right to sell it in whole or in part; the right to bequeath; the right to transfer by contract for specified periods of time, the benefits to be derived by occupancy and use of the real estate.

pdf 2014 Farm Bill Field Guide to Fish and Wildlife Conservation
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The 2014 Farm Bill Field Guide to Fish and Wildlife Conservation was prepared as an introduction for fish and wildlife conservation providers – the on-the-ground biologists and conservation partners who help deliver Farm Bill conservation programs to landowners.

13 Components of a Successful Transferable Development Right Program
By:

For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

pdf Working Lands For Wildlife
By:

Through Working Lands for Wildlife —a voluntary, incentive-based effort—the Natural Resources Conservation Service (NRCS) and its conservation partners will provide landowners with technical and financial assistance to: Restore populations of declining wildlife species.

pdf NextGen Conservation: Peninsula Open Space Trust engages Millennials in its mission.
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The 80 million-plus Millennials in the United States represent the next generation of potential land trust supporters and advocates.

pdf Putting Smart Growth to Work in Rural Communities
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Many rural communities are facing challenges, including rapid growth at metropolitan edges, declining rural populations, and loss of working lands.

pdf Conservation of Private Lands: Opportunities and Challenges for the States
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Private land conservation initiatives are a critical component of any state-level quality of life agenda. Although concerns over sprawl, including the loss of prime agricultural lands and significant green space, continue to be one of the underlying rallying cries in support of state-level smart growth initiatives, the fact remains that with few exceptions, conservation of privately-owned working lands has not received significant attention in smart growth literature or conferences.

pdf Bosque Canyon Ranch v. Comm’r—Partnerships Denied Deductions for Conservation Easements Allowing Movable Homesites and Taxed on Disguised Sales of Homesites
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Bosque Canyon Ranch, L.P. located in the hill country of Texas was just denied $15.9 million of deductions claimed by partnerships for the donation of conservation easements on two grounds in a tax court decision.

The Conservation Easement Quiz
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Take a quick quiz and test your knowledge on conservation easements and learn if they can work for you.

Conservation Easement Paragraph Databank
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The CE Paragraph Databank is a work in progress assembled by the Stanford Conservation and Climate Change Drafting Committee and a number of CE professionals assisting in the work.

Conservation Easements and the 2010 Roth Conversion: A symbiotic relationship
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It may come as a shock, but there is a sort of symbiotic relationship at work between property owners with conservation easements and the IRS.

Hypothetical: How a Conservation Easement Works

A simple example illustrates how a conservation easement works in practice. Let’s assume pressure from buyers building vacation homes has pushed the value of land up in recent years to the point where the family is concerned about how the next generation will pay the estate tax bill without selling the land.

pdf Using Conservation Easements to Protect Working Forests
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For decades, conservation easements have protected open space values such as wildlife habitat, ecological diversity, recreational access and aesthetics.

pdf Farm and Forest Land Preservation With Conservation Easements
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This publication is intended to provide basic information on conservation easements for landowners, community leaders, students and other interested individuals.

The Importance of Land Trusts to Forestry
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Almost everyone in forestry has heard of land trusts since they have become a common fixture especially in areas that are rapidly urbanizing.

Conservation Easements: Donor Beware
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Conservation easements have garnered significant attention and gained popularity over the last few years due in part to the availability of federal tax deductions and Virginia state tax credits associated with conservation easements.

Easements prove valuable in efforts to protect land
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Practically no one had heard of conservation easements 15 years ago when Charleston native Herbert J. Butler began trying to protect his hundreds of acres of former rice fields.

pdf State of the Land 2006, A brief inventory of public and private land in the United States
By: and and

“In wildness is the preservation of the world.” Quoted from an essay by Thoreau lamenting the way in which modern urban life has made natural resources into commodities and isolated people from the natural processes on which their lives depended.

Land Preservation: An Essential Ingredient in Smart Growth
By: and

The preservation of land for working rural landscapes, wildlife habitat, urban parks, recreational trails, and protecting water supplies and floodplains is emerging as an integral component of smart growth programs.

pdf An Overview of Financial Alternatives for Land Conservation Transactions
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Clearly, the motivation for a land conservation transaction is often the desire of the landowner to safeguard the property. However, this objective must be balanced with the need to maximize the return to the landowner.

Conservation Easements Organizations & Professionals
There are 297 resources serving Southwest Region in the following categories:
map itMap of Conservation Easements Organizations & Professionals serving Southwest Region
Agricultural Law Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Farm Commons
Rachel Armstrong - Madison, WI
Farmer's Legal Action Group
- St. Paul, MN
Green Lodestar Communications & Consulting, LLC
Kristen M. Ploetz, Esq. - Founder & Manager - Quincy, MA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
J. Kahle Becker
Attorney At Law - Boise, ID
James M. Ash
Husch Blackwell LLP - Kansas City, MO
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Larry C. Hunter
Moffatt Thomas - Boise, ID
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Norman M. Semanko
Moffatt Thomas - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott L. Campbell
Moffatt Thomas - Boise, ID
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Todd N. Hallock
Hallock & Hallock - Logan, UT
Certified Appraisers
Hall and Hall
- Billings, MT
Larry C. Linford, MAI
Linford Real Estate Appraisal, Inc. - President (Appraiser) - Idaho Falls, ID
Mark Richey
Idaho Land & Appraisal, LLC - Eagle, ID
Scott Richard Haxton, MAI
Haxton Valuation - Owner & Appraiser - Boise, ID
Steve Prochnau
Prochnau Forest Consultants, LLC - Owner/President - Olympia, WA
Conservation Groups and Associations
Ada County Highway District Commuteride
Nicole Stern - Outreach Staff - Boise, ID
Agrarian Trust
Brooke Werley
AGree
Deborah Atwood - Executive Director - Washington, DC
Alliance for Community Trees
Carrie Gallagher - Executive Director - Washington, DC
American Agri-Women
American Forest Foundation
- Washington, DC
American Friends of Canadian Land Trusts
- Bellingham, WA
American Hiking Society
Gregory A. Miller, Ph.D - President - Silver Spring, MD
American Tree Farm System
- Washington, DC
Arbor Day Foundation
- Nebraska City, NE
Association of Fish & Wildlife Agencies
Ron Regan - Executive Director - Washington, DC
Bat Conservation International
Andrew Walker - Executive Director - Austin, TX
Bird Conservancy of the Rockies
Tammy VerCauteren - Executive Director - Brighton, CO
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Center for Large Landscape Conservation
Gary M. Tabor - Executive Director - Bozeman, MT
Chronic Wasting Disease Alliance
- Missoula, MT
CitSci.org
Greg Newman - Natural Resource Ecology Laboratory at Colorado State University - Fort Collins, CO
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
Frank Lowenstein, Forest Health Program - The Nature Conservancy - Sheffield, MA
EcoResults!
- Flagstaff, AZ
Equine Land Conservation Resource
Deb Balliet - Chief Executive Officer - Lexington, KY
Family Farm Alliance
Dan Keppen - Executive Director - Klamath Falls, OR
Forest Landowners Association
Scott P. Jones - Chief Executive Office - Atlanta, GA
Forest Stewards Guild
Zander Evans - Executive Director - Madison, WI
Forest Stewardship Council
- Minneapolis, MN
Garden for Wildlife
National Wildlife Federation - Merrifield, VA
Heart of the Rockies Initiative
Michael B. Whitfield - Executive Director - Driggs, ID
Idaho Conservation League
Rick Johnson - Executive Director - Sandpoint, ID
Idaho Council of Trout Unlimited
Ed Northen - President ­ - Hailey, ID
Idaho Council on Industry and the Environment
Pat Barclay - ICIE Executive Director - Boise, ID
Idaho Farm Bureau Federation
Rick D. Keller - Executive Vice President, Chief Executive Officer - Pocatello, ID
Idaho Forest Owners Association
Paul A. Buckland - President - Coeur d'Alene, ID
Idaho Ground Water Association
- Boise, ID
Idaho Master Naturalist Program
Sara Focht - Idaho Department of Fish and Game - Boise, ID
Idaho Section - Society for Range Management
Ingrid Drieling - President - Jerome, ID
Idaho Tree Farm Program
Steve Funk - Chair - Coeur d’Alene, ID
Idaho Women in Timber
- Lewiston, ID
Idaho Working Lands
ID
Intermountain West Joint Venture
- Missoula, MT
Land Conservation and Advocacy Trust
Steve Meltzer - Founder and Executive Director - Framingham, MA
Land Trust Alliance
- Washington, DC
Mississippi Wildlife Federation
- Madison , MS
Mule Deer Foundation
Rachel Moody - Administrative Assistant/Membership Coordinator - Salt Lake City, UT
National Association of State Foresters
Amanda Cooke - Director of Communications - Washington , DC
National Audubon Society
- New York, NY
National Family Farm Coaltion
- Washington, DC
National Fish and Wildlife Foundation
Jeff Trandahl - Executive Director and CEO - Washington, DC
National Fish and Wildlife Foundation - Rocky Mountain Regional Office
Chris West - Director - Denver, CO
National Forestry Association
Keith A. Argow - President, Director at Large - Vienna, VA
National Mitigation Banking Association
- Washington, DC
National Network of Forest Practitioners
Colin Donohue - Executive Director - Athens, OH
National Sustainable Agriculture Coalition
Jeremy Emmi - Managing Director - Washington, DC
National Trust for Historic Preservation
Amy Maniatis - Chief Marketing Officer - Washington, DC
National Wild Turkey Federation
Bryan Burhans - Director of Land Management Programs - Edgefield, SC
National Wildlife Federation
- Reston, VA
Nature Conservancy, Idaho
Nancie Lange - Operations Assistant - Hailey, ID
NatureServe
Mary Klein - President & CEO - Arlington, VA
Northwest Habitat Institute
Tom O'Neil - Director - Corvallis, OR
Northwest Partners in Amphibian and Reptile Conservation
- Logan, UT
Partners for Conservation
Steve Jester - Executive Director - Pueblo, CO
Partnership for Conservation
Randy Bampfield - Co-Chair- Legal Committee - Washington, DC
Pheasants Forever
- St Paul, MN
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
Pollinator Partnership
- San Francisco, CA
Preservation Idaho
Kathleen Barrett - Administrative Professional - Boise, ID
Quail and Upland Wildlife Federation, Inc.
Craig A. Alderman - Executive Director - Buffalo, MO
Quality Deer Management Association
- Bogart, GA
Reed Gillespie-Central Idaho 563-Trout Unlimited
Leslie Freeman - President - Donnelly, ID
Rocky Mountain Elk Foundation
Aaron Swift - Lands Program Manager, ID/NV - Boise, ID
Sage Grouse Initiative
Tim Griffiths - Coordinator - Bozeman, MT
Sage Grouse Initiative Strategic Watershed Action Team
Dave Smith - Intermountain West Joint Venture (IWJV) Coordinator - Missoula, MT
Sand County Foundation
Kevin Kiley, Development & Communications - Madison, WI
Sportsmen for Responsible Energy Development
Judith KohlerCO
Sustainable Forest Action Coalition
Laurel Brent-Bumb - Placerville, CA
Sustainable Forestry Initiative
Kathy Abusow - President and CEO - Washington, DC
Sustainable Forests Roundtable
Tamarisk Coalition
Stacy Beaugh - Executive Director - Grand Junction, CO
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO
Ted Trueblood Chapter-Trout Unlimited
Darryl Kuhrt - President - Boise, ID
Terrafirma RRG LLC
Jeremy Johnston - Account Administrator, Marsh Captive Solutions - Burlington, VT
The Climate Trust
- Portland, OR
The Congressional Sportsmen's Foundation
Lindsay Thomas - Chairman - Washington, DC
The Conservation Fund
Mark W. Elsbree - Northwest Director - Sun Valley, ID
The Conservation Fund
- Arlington, VA
The Fund for Wild Nature
Jeff Petersen, Esq. - Executive Director - Kelso, WA
The Land Institute
- Salina, KS
The Xerces Society for Invertebrate Conservation
- Portland, OR
Thunder Bay Field Naturalists
Bruce Thacker - President - Thunder Bay, ON
Trout Headwaters, Inc.
- Livingston, MT
Trust for Public Land
- Bozeman, MT
Trust for Public Land, Montana and Northern Rockies Office
- Bozeman, MT
Turtle Islands Earth Stewards
Tyhson Banighen - Tappen, BC
U.S. Farmers & Ranchers Alliance (USFRA)
- Chesterfield, MO
Upper Thames River Conservation Authority
Ian Wilcox - General Manager/Secretary-Treasurer - London, ON
USA National Phenology Network
Jake Weltzin - Executive Director - Tucson, AZ
Valleys 2000
Bill Huether - Treasurer - Bowmanville, ON
Ward Burton Wildlife Foundation
- Halifax, VA
Western Aquatic Plant Management Society
Toni Pennington - Tetra Tech, Inc. - Portland, OR
Western Forestry and Conservation Association
Richard Zabel - Executive Director - Portland, OR
Western Landowners Alliance
Lesli Allison - Executive Director - Santa Fe, NM
Western Native Trout Initiative
Therese Thompson - Project Coordinator - Lakewood, CO
Western Rivers Conservancy
Sue Doroff - President - Portland, OR
Western Water Project
Scott Yates - Director - Bozeman, MT
Wild Ones
Donna VanBuecken - Executive Director - Neenah, WI
Women, Food & Agriculture Network
- Ames, IA
Estate Planners
Dennis Roddy
- Manager, MBA - Salina, KS
Marc E. Wallace
- Coeur D'Alene, ID
R.L. 'Dick' Wittman
Wittman Consulting - Culdesac, ID
Scott Eskelson
Martin & Eskelson, PLLC - Idaho Falls, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Estate Planning Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Andrew M. Wayment
Wright & Wayment, PLLC - Idaho Falls, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Michael W. McGreaham
Parsons Behle & Latimer - Boise, ID
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Federal and State Tax Incentives and Programs
Current Agricultural Use Value
- Ohio Department of Agriculture Office of Farmland Preservation - Reynoldsburg, OH
Database of State Incentives for Renewables & Efficiency
N.C. Clean Energy Technology Center - Raleigh, NC
Federal Endangered Species Tax Deduction
US Fish and Wildlife Service - Arlington, VA
Idaho Office of Energy Resources
Matt Wiggs - Boise, ID
Land Trusts
Access Fund
Jim Chase - Operations Director - Boulder, CO
American Farmland Trust
- Washington, DC
Couchiching Conservancy
Mark Bisset - Executive Director - Orillia, ON
Foundation for Ada/Canyon Trail Systems
- Boise, ID
Idaho Coalition of Land Trusts
Laurel Sayer - Director - Boise, ID
Idaho Foundation for Parks and Lands
Jan Johns - Executive Director - Boise, ID
Land Trust of the Treasure Valley
Tim M. Breuer - Executive Director - Boise, ID
Lemhi Regional Land Trust
Charli Williams - Outreach Coordinator & Office Manager - Salmon, ID
North American Land Trust
Karen Mazza - Director of Conservation Easements - Chadds Ford, PA
Payette Land Trust
Robert Vosskuhler - Executive Director - McCall, ID
Peter D. Nichols
Berg Hill Greenleaf Ruscitti, LLP - Partner - Boulder, CO
Rocky Mountain Elk Foundation
- Missoula, MT
Sawtooth Society, Inc.
Gary O’Malley - Executive Director - Stanley, ID
Southern Alberta Land Trust Society
Justin Thompson - Executive Director - High River, AB
Southern Idaho Land Trust
Rich Carlson - Executive Director - Twin Falls, ID
Sportsmen's National Land Trust
- Agawam, MA
Teton Regional Land Trust
Joselin Matkins - Executive Director - Driggs, ID
Thames Talbot Land Trust
Suzanne McDonald - Executive Director - London, ON
The Garden Conservancy
- Cold Spring, NY
The Land Conservancy
Cathy Armstrong - Executive Director - Victoria, BC
The Nature Conservancy, Idaho Field Office
Toni Hardesty - Idaho State Director - Hailey, ID
The Wilderness Land Trust
Reid Haughey - President - Basalt, CO
Thickson’s Woods Land Trust
Margaret Bain - President - Whitby, ON
Thousand Islands Watershed Land Trust
Marnie Ross - President - Lansdowne, ON
Trust for Public Land, Washington State Office
- Seattle, WA
Watershed Land Trust
Frank Austenfeld, J.D. - Executive Director - Overland Park, KS
West Coast Islands Conservancy
Ron Pither - Mayne Island, BC
Wood River Land Trust
Scott Boettger - Executive Director - Hailey, ID
Lawyers
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
Andrew M. Wayment
Wright & Wayment, PLLC - Idaho Falls, ID
Bradley V. Sneed
Kormanik Hallam & Sneed LLP - Boise, ID
Christopher D. Gabbert
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Dylan B. Lawrence
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Evan Roth
Sawtooth Law Offices, PLLC - Twin Falls, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
J. Kahle Becker
Attorney At Law - Boise, ID
John Hucks
John Curtis Hucks, Attorney at Law, P.C. - New Meadows, ID
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
John T. Schroeder
Schroeder & Lezamiz Law Offices, LLP - Member - Boise , ID
Larry C. Hunter
Moffatt Thomas - Boise, ID
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Linda R. Larson
Marten Law - Seattle, WA
Mark R Petersen
Snake River Law PLLC - Attorney - Pocatello, ID
Michael A. Ealy
Partner - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Michael C. Dotten
Marten Law - Partner - Portland, OR
Michael W. McGreaham
Parsons Behle & Latimer - Boise, ID
Mills Charlton
- Sandpoint, ID
Mountain States Legal Foundation
William Perry Pendley - President and COO - Lakewood, CO
Murray D. Feldman
Holland & Hart - Partner - Boise, ID
Norman M. Semanko
Moffatt Thomas - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Rebecca Hardesty
- Boise, ID
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
S. Bryce Farris
Sawtooth Law Offices, PLLC - Boise, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott Eskelson
Martin & Eskelson, PLLC - Idaho Falls, ID
Scott L. Campbell
Moffatt Thomas - Boise, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Terrance R. Harris
Partner - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Thomas J. Budge
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Timothy Hopkins
Hopkins Roden Crockett Hansen & Hoopes, PLLC - Idaho Falls, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
William Myers III
Holland & Hart - Boise, ID
Natural Resource Law Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
Andrew M. Wayment
Wright & Wayment, PLLC - Idaho Falls, ID
Arthur Macomber
Macomber Law, PLLC - Coeur d'Alene, ID
Bradley Raffle
Conservation Capital - CEO - Eugene, OR
Bradley V. Sneed
Kormanik Hallam & Sneed LLP - Boise, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Dylan B. Lawrence
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Endangered Species Law and Policy Group
Nossaman LLP - Los Angeles, CA
Evan Roth
Sawtooth Law Offices, PLLC - Twin Falls, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
J. Frederick Mack
Holland & Hart - Partner - Boise, ID
J. Kahle Becker
Attorney At Law - Boise, ID
James P. Moorhead
Moorhead Law Group, LLC - Founder and Principal - Chicago, IL
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Linda Bergeson Jones
Holland & Hart - Partner - Boise, ID
Linda R. Larson
Marten Law - Seattle, WA
M. Reed Hopper
Pacific Legal Foundation - Principal Attorney, National Litigation Center - Sacramento, CA
Mountain States Legal Foundation
William Perry Pendley - President and COO - Lakewood, CO
Murray D. Feldman
Holland & Hart - Partner - Boise, ID
Norman M. Semanko
Moffatt Thomas - Boise, ID
Partnership for Conservation
Randy Bampfield - Co-Chair- Legal Committee - Washington, DC
Peter D. Nichols
Berg Hill Greenleaf Ruscitti, LLP - Partner - Boulder, CO
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Richard H. Andrus
Holland & Hart - Of Counsel - Boise, ID
Scott J. Smith
Partner - Racine Olson - Pocatello, ID
Scott L. Campbell
Moffatt Thomas - Boise, ID
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Thomas J. Budge
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
William G. Myers III
Holland & Hart - Partner - Boise, ID
William Myers III
Holland & Hart - Boise, ID
State Funding / Technical Resources
Access Yes!
Idaho Department of Fish and Game - Boise, ID
Center for Invasive Species Management
Liz Galli-Noble - Director - Bozeman, MT
Center for Research on Invasive Species and Small Populations
Marijka Haverhals, Outreach Coordinator - College of Agricultural and Life Sciences - Moscow, ID
Community Forestry Program
David Groeschl - State Forester and Deputy Director - Forestry & Fire Division - Coeur d'Alene, ID
Idaho Bee Inspection Program
Nick Deeds - Ag Program Specialist, Field Services - Boise, ID
Idaho Cooperative Weed Management Area
Idaho State Department of Agriculture - Boise, ID
Idaho Department of Lands
Tom Schultz - Director - Boise, ID
Idaho Department of Parks and Recreation
David Langhorst - Director - Boise, ID
Idaho Department of Water Resources
Gary Spackman - Director - Boise, ID
Idaho Fish and Wildlife Information System
Idaho Department of Fish and Game - Boise, ID
Idaho Forest Health
David Groeschl - State Forester and Deputy Director - Forestry & Fire Division - Coeur d'Alene, ID
Idaho Forest Legacy Program
Karen Sjoquist - Sandpoint, ID
Idaho Forest Stewardship Program
David Groeschl - State Forester and Deputy Director - Forestry & Fire Division - Coeur d'Alene, ID
Idaho Governor’s Office of Energy Resources
John Chatburn - Administrator - Boise, ID
Idaho Habitat Improvement Program
Jeff Gould, Bureau Chief - Wildlife - Idaho Department of Fish and Game - Boise , ID
Idaho Invasive Species Program
Celia R. Gould - Director of the Idaho State Department of Agriculture (ISDA) and Chair of the Idaho Invasive Species Council - Boise, ID
Idaho Landowner Incentive Program
Karla Drewsen - Statewide LIP Coordinator - Boise, ID
Idaho Master Naturalist Program
Sara Focht - Idaho Department of Fish and Game - Boise, ID
Idaho Project WILD
Lori Adams - Project WILD Coordinator - Boise, ID
Idaho Soil and Water Conservation Commission
Teri Murrison - Administrator - Boise, ID
Idaho State Department of Agriculture
Celia R. Gould - Director - Boise, ID
Idaho State Department of Agriculture Noxious Weeds Program
Matt Voile - Noxious Weeds and Invasive Species Section Manager - Boise, ID
Idaho Water Resources Research Institute
Dr. John C. Tracy, IWRRI Director - Unversity of Idaho - Boise, ID
Idaho Water Supply Bank
Remington Buyer, Water Supply Bank Coordinator - Idaho Department of Water Resources - Boise, ID
Idaho Weed Awareness Campaign
Roger Batt - Executive Director - Meridian, ID
Idaho Wildlife Diversity Program
Idaho Department of Fish and Game - Boise, ID
ISDA's Noxious Weed Cost Share Program
- Boise, ID
Prairie Grouse Partners
Ralph Rogers - Executive Director of the North American Grouse Partnership - Waverly, NE
Resource Conservation & Range Development Loan Program - Idaho
Terry Hoebelheinrich - Loan Officer - Boise, ID
River Menders
- Boise, ID
Sage Grouse - Idaho Governor's Office of Species Conservation
Dustin Miller - Administrator - Boise, ID
Sage-grouse Conservation and Management
Idaho Department of Fish and Game - Boise, ID
Small Business Development Center
Katie Sewall - State Director - Boise, ID
U.S. Fish and Wildlife Service - Idaho Office
Michael Carrier - Idaho State Supervisor - Boise, ID
Water Quality Programs - Idaho
Karie Pappani, TMDL Program Lead - Idaho Soil and Water Conservation Commission - Boise, ID
Wildlife Tracts - Idaho
Idaho Department of Fish and Game - Nampa, ID
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO

 Succession Planning

   
Articles on Succession Planning
Land Link: Connecting retiring landowners and beginning farmers to keep agriculture alive
By:

Land Link is a valuable program that connects beginning farmers with retiring landowners to faciliate farm transfers. UPDATE: The Land Link Program was retired in 2016 and will be replaced by the Hank Rohling Land Legacy Program.

pdf Multi-Generational Ownership and Planning for Family Owned Properties
By:

The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

Forever Donation
By:

A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

pdf Estate Planning for Forest Landowners: What Will Become of Your Timberland?
By:

The purpose of this book is to provide guidelines and assistance to nonindustrial private  forest owners and the legal, tax, financial, insurance, and forestry professionals who serve  them on the application of estate planning techniques to forest properties.

Farm Succession plan important piece of the puzzle
By:

Designing a succession plan for your farm is important in protecting the assets that you've worked so long and hard to acquire.

pdf Guardianship and Conservatorships
By:

One of a parent’s greatest fears involves what will happen to his or her minor children in the event of the parent’s premature death or incapacity.

Federal Reforestation Deduction and Amortization

Qualified reforestation expenditures (or afforestation in the case of planting or seeding nonforested land) paid or incurred in a tax year to a maximum of $10,000 per qualified timber property (QTP) can be immediately deducted by all taxpayers, except trusts.

pdf REITs and Timber Taxation
By:

A real estate investment trust (REIT) is a special tax entity investing in real estate (such as shopping malls, apartments, and timberland).

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

What is a Like Kind Exchange?
By:

Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

Year End Exchanges
By:

Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

Qualified Intermediaries
By:

A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

Succession Planning Organizations & Professionals
There are 118 resources serving Southwest Region in the following categories:
map itMap of Succession Planning Organizations & Professionals serving Southwest Region
Conservation Real Estate
Beartooth Capital Partners
Robert Keith - Managing Principal and Co-Founder - Bozeman, MT
Fay Ranches
Greg Fay - Bozeman, MT
Kit H. Buell
Buell Environmental LLC - Ecologist - Oak Creek, CO
Mark Norem
Mark Norem Real Estate - Big Timber, MT
Northern Rocky Ranches
- Jackson, WY
Estate Planners
Dennis Roddy
- Manager, MBA - Salina, KS
Marc E. Wallace
- Coeur D'Alene, ID
R.L. 'Dick' Wittman
Wittman Consulting - Culdesac, ID
Scott Eskelson
Martin & Eskelson, PLLC - Idaho Falls, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Estate Planning Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Andrew M. Wayment
Wright & Wayment, PLLC - Idaho Falls, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Michael W. McGreaham
Parsons Behle & Latimer - Boise, ID
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Financial Planners
Amy G. Jones
Financial Advisor - Merrill Lynch - Boise, ID
Brian L. Balogh
VP - Sr. Financial Consultant - Charles Schwab - Boise, ID
Brian Mitchell
VP - Financial Consultant - Charles Schwab - Boise, ID
Cheri A. Nelson
Senior Financial Advisor, Vice President - Merrill Lynch - Boise, ID
Christopher Vonde
VP - Sr. Financial Consultant - Charles Schwab - Boise, ID
David G. Decker
First Vice President-Wealth Management Senior Financial Advisor Portfolio Manager, PIA Program - The Decker Williams Team - Merrill Lynch - Boise, ID
J. Douglas Meppen
Financial Advisor, Assistant Vice President, PIA Program Portfolio Advisor - Merrill Lynch - Boise, ID
Jackie G. Groves
Account Vice President - The Anderson Groves Group - Boise, ID
Jacob W Stalnaker
Financial Advisor - Merrill Lynch - Boise, ID
James A. Steele, Jr.
Senior Financial Advisor Senior Vice President-Wealth Management - Merrill Lynch - Boise, ID
Janice Davis
Financial Advisor - Merrill Lynch - Boise, ID
John Carter
VP - Branch Manager - Charles Schwab - Boise, ID
Judith L Branch
Financial Advisor - Merrill Lynch - Boise, ID
Michael S. Treinen
Account Vice President - The Dalton Wealth Management Group - Boise, ID
Michael Thompson
Branch Manager, Wealth Advisor - UBS - Boise, ID
R.L. 'Dick' Wittman
Wittman Consulting - Culdesac, ID
Randy S. Anderson
First Vice President – Wealth Management - The Anderson Groves Group - Boise, ID
Rebekah Fa'asau
Senior Financial Advisor, Vice President - Merrill Lynch - Boise, ID
Sandra R. Dalton
Senior Vice President – Wealth Management - The Dalton Wealth Management Group - Boise, ID
Steve Kovach
VP - Financial Consultant CFP® - Charles Schwab - Boise, ID
Steven Hodson
Senior Financial Advisor, First Vice President-Wealth Management - Merrill Lynch - Boise, ID
William L. Vasconcellos
Senior Vice President – Wealth Management - UBS - Boise, ID
William R. Bahney
Investment Associate - The Dalton Wealth Management Group - Boise, ID
Investment Advisers / CPAs
Dennis Roddy
- Manager, MBA - Salina, KS
Idaho Community Foundation
Robert Hoover - President & CEO - Boise, ID
The Molpus Woodlands Group, LLC
- Jackson, MS
Land Trusts
Access Fund
Jim Chase - Operations Director - Boulder, CO
American Farmland Trust
- Washington, DC
Couchiching Conservancy
Mark Bisset - Executive Director - Orillia, ON
Foundation for Ada/Canyon Trail Systems
- Boise, ID
Idaho Coalition of Land Trusts
Laurel Sayer - Director - Boise, ID
Idaho Foundation for Parks and Lands
Jan Johns - Executive Director - Boise, ID
Land Trust of the Treasure Valley
Tim M. Breuer - Executive Director - Boise, ID
Lemhi Regional Land Trust
Charli Williams - Outreach Coordinator & Office Manager - Salmon, ID
North American Land Trust
Karen Mazza - Director of Conservation Easements - Chadds Ford, PA
Payette Land Trust
Robert Vosskuhler - Executive Director - McCall, ID
Peter D. Nichols
Berg Hill Greenleaf Ruscitti, LLP - Partner - Boulder, CO
Rocky Mountain Elk Foundation
- Missoula, MT
Sawtooth Society, Inc.
Gary O’Malley - Executive Director - Stanley, ID
Southern Alberta Land Trust Society
Justin Thompson - Executive Director - High River, AB
Southern Idaho Land Trust
Rich Carlson - Executive Director - Twin Falls, ID
Sportsmen's National Land Trust
- Agawam, MA
Teton Regional Land Trust
Joselin Matkins - Executive Director - Driggs, ID
Thames Talbot Land Trust
Suzanne McDonald - Executive Director - London, ON
The Garden Conservancy
- Cold Spring, NY
The Land Conservancy
Cathy Armstrong - Executive Director - Victoria, BC
The Nature Conservancy, Idaho Field Office
Toni Hardesty - Idaho State Director - Hailey, ID
The Wilderness Land Trust
Reid Haughey - President - Basalt, CO
Thickson’s Woods Land Trust
Margaret Bain - President - Whitby, ON
Thousand Islands Watershed Land Trust
Marnie Ross - President - Lansdowne, ON
Trust for Public Land, Washington State Office
- Seattle, WA
Watershed Land Trust
Frank Austenfeld, J.D. - Executive Director - Overland Park, KS
West Coast Islands Conservancy
Ron Pither - Mayne Island, BC
Wood River Land Trust
Scott Boettger - Executive Director - Hailey, ID
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Custom 1031 Inc.
- Spokane, WA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
Futura 1031, Inc.
Glenda Sibbald, CES - President, Exchange Coordinator - Roseburg, OR
J. Frederick Mack
Holland & Hart - Partner - Boise, ID
Jennifer Keen
Investment Property Exchange Services, Inc. - EVP / Manager of Western Operations - Portland, OR
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Pioneer 1031 Company
Jesse R. Hamilton - Senior Vice President & General Counsel - Boise, ID
Randy Rabehl
Vice President - TitleOne Exchange Company - Boise, ID
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
TitleOne Exchange Company
Cameron McFaddan - Legal Services, 1031 Accommodator, Owner - Boise, ID
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA

 Tax Credits and Deductions

   
Tax Credits and Deductions Organizations & Professionals
There are 40 resources serving Southwest Region in the following categories:
map itMap of Tax Credits and Deductions Organizations & Professionals serving Southwest Region
Estate Planning Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Andrew M. Wayment
Wright & Wayment, PLLC - Idaho Falls, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
David P. Claiborne
Sawtooth Law Offices, PLLC - Principal - Boise, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
John R. Goodell
Partner - Racine Olson Nye Budge & Bailey - Boise, ID
Michael W. McGreaham
Parsons Behle & Latimer - Boise, ID
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Oil Gas And Mineral Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
Dylan B. Lawrence
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
J. Kahle Becker
Attorney At Law - Boise, ID
Linda Bergeson Jones
Holland & Hart - Partner - Boise, ID
Mountain States Legal Foundation
William Perry Pendley - President and COO - Lakewood, CO
Murray D. Feldman
Holland & Hart - Partner - Boise, ID
Norman M. Semanko
Moffatt Thomas - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Scott L. Campbell
Moffatt Thomas - Boise, ID
Terrance R. Harris
Partner - Ramsden & Lyons, LLP - Coeur d'Alene, ID
William F. Boyd
Of Counsel - Ramsden & Lyons, LLP - Coeur d'Alene, ID
William Myers III
Holland & Hart - Boise, ID
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO
Tax Law Attorneys
Andrea J. Rosholt
Moffatt Thomas - Boise, ID
Andrea Rosholt
Moffatt Thomas - Boise, ID
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Robert F. Thomas
Varin Wardwell Thomas + Kunkel LLC - Boise, ID
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA