Tax and Estate Planning in Panhandle Region

 1031 Exchanges

   
Show Articles on 1031 Exchanges (5)
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.& ...

 

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.

 

Interpretations of the Idaho Escrow Act
By:

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.

 

Show 1031 Exchanges Organizations & Professionals (52)
There are 52 resources serving Panhandle Region in the following categories:
map itMap of 1031 Exchanges Organizations & Professionals serving Panhandle Region
Agricultural Law Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
Daniel V. Steenson
Sawtooth Law Offices, PLLC - Partner - Boise, ID
Farm Commons
Rachel Armstrong - Founder and Executive Director - Duluth, MN
Farmers Legal Action Group
- St. Paul, MN
J. Kahle Becker
Attorney At Law - Boise, ID
John R. Goodell
Partner - Racine Olson - Boise, ID
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Norman M. Semanko
Parsons Behle & Latimer - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
The National Agricultural Law Center
- Fayetteville, AR
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Todd N. Hallock
Hallock & Hallock - Logan, UT
W. Alan Schroeder
Schroeder Law - Lawyer/owner - Boise, ID
Estate Planners
Kellie D. Kuster
Wallace & Kuster, PLLC - Coeur D'Alene, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Wittman Consulting
Dick Wittman - Culdesac, ID
Estate Planning Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
John R. Goodell
Partner - Racine Olson - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Madsen Law Office, PC
Henry Madsen - Coeur D'Alene, ID
Mark R Petersen
Snake River Law PLLC - Attorney - Pocatello, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Ruth Fullwiler
- Coeur D'Alene, ID
Sage Advisors, LLC
- West Chester, PA
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott Eskelson
Parson, Behle & Latimer - Idaho Falls, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Steven J Wright
Wright Law Offices, PLLC - Idaho Falls, ID
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
Virginia McNulty Robinson
Attorneys Northwest, Inc. - Coeur d'Alene, ID
Qualified Intermediaries for 1031 Exchanges
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson - Certified Exchange Specialist - Naples, FL
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
First American Exchange Company
Janna Perret - VP/Central Region Manager - Mandeville, LA
Jennifer Keen
Investment Property Exchange Services, Inc. - EVP / Manager of Western Operations - Bellevue, WA
Pioneer 1031 Company
Jesse R. Hamilton - Senior Vice President & General Counsel - Boise, ID
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Stewart Title Guaranty Company
Brenda Muller - Agency Sales Representative - Cayce, SC
TitleOne Exchange Company
- Boise, ID
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
John McGown
Hawley Troxell - Of Counsel - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID

 Conservation Easements

   
Show Articles on Conservation Easements (54)
Private lands are the next battleground in state conservation policy
By:

Interest from owners wanting to set aside their property for conservation has increased in the past few years. Many conservation land trusts that have seen a spike in interest over the past few years.

 

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.

 

Cattlemen’s Land Trust at the Forefront of Conservation
By:

Watch and listen to an on-the-ground panel of experts talk about the relationship of how ranchers and conservationists work together provides successful conservation outcomes while keeping working lands working.

 

Beyond Easements: Broader Approaches for Greater Conservation Outcomes
By:

CONSERVATION EASEMENTS CAN PROTECT thousands of acres of valuable and vulnerable lands from development. However, why stop there?  ...

 

Donate a conservation easement: How federal benefits put money in your pocket!
By:

In addition to the Colorado credit, landowners can receive an extra reward for conserving their land with a conservation easement. The current rules are not yet permanent, so please keep that in mind as you and your advisors make plans for your taxes.

 

A step-by-step guide to donating a conservation easement
By:

This guide is meant to help you understand the steps that must be completed to conserve your property and the typical costs that are involved.

 

A fierce, expensive fight erupts over conservation easements
By:

An ongoing fight over tax breaks for conserving privately owned land — and accusations that some people are using them as a tax shelter — is spurring an expensive lobbying battle involving landowners and conservationists.

 

Final Rule on SALT and State Tax Credit Programs
By:

The U.S. Treasury Department and Internal Revenue Service pre-released the final rule on how the federal government will treat charitable donations that individual taxpayers make to nonprofits via giving programs incentivized by state and local tax (SALT) credits.

 

Enforcing Perpetual Conservation Easements Against Third-Party Violators
By:

Among the most daunting challenges the holder of a perpetual conservation easement faces is the enforcement of the easements it holds, for all time, and against all violators.& ...

 

Amending or Terminating Conservation Easements: The New Hampshire Experience
By:

Since their release in 2010, the Guidelines have been useful to the land trust community and to the New Hampshire Attorney General in facilitating a thorough and efficient review of proposed amendments to, as well as partial extinguishments of, conservation easements.

 

Understanding When Perpetual Is Not Forever: An Update To The Challenge Of Changing Conditions, Amendment, And Termination Of Perpetual Conservation Easements, And Response To Ann Taylor Schwing
By:

Rarely in the legal discourse is an author afforded the opportunity to revisit and update a recently published law review article and to correct misunderstandings of a response thereto.

 

Perpetuity is Forever, Almost Always: Why It Is Wrong To Promote Amendment and Termination of Perpetual Conservation Easements
By:

When a landowner makes a charitable gift of a conservation easement to a nonprofit organization or government entity and elects to seek a federal tax deduction, both landowner and easement holder are subject to federal tax laws and regulations governing the creation, monitoring, amendment, and extinguishment of the easement.

 

Conservation Easement Reform: As Maine Goes Should the Nation Follow
By:

This article explores how the Reform Law has worked and whether it makes sense as a model for other states in response to weaknesses in their enabling laws.

 

Use of Conservation Easements in Estate and Conservation Planning
By:

Under many circumstances, the donation of a conservation easement or sale of such easement for less than fair market value may give income tax, estate tax, and real property tax benefits to the donor or seller.

 

Leaving a Legacy of Land
By:

Protecting private lands that provide significant natural resource or cultural values is often a capstone objective for landowners, managers, and conservationists.

 

Conservation Almanac

The Trust for Public Land has created the Conservation Almanac, which is a great resource for understanding the context of the conservation and conservation finance movements. Here you can see how much land has been protected in your state, which state and federal agencies have protected the land, the ratio of money spent to land conserved, and policies and programs that could help your state reach its conservation objectives.

 

How a Conservation Easement Works - Sample example of conservation easement

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.

 

Land Preservation - An Essential Ingredient in Smart Growth
By:

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.

 

6 Basic Steps to Conveying a Conservation Easement
By:

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.

 

The Law of Agricultural Land Preservation in the United States
By:

Thomas Daniels and John Keene's new book breaks down the legal principles, federal and state requirements, and the legal issues that affect agricultural land preservation efforts.

 

Find a Landscape Conservation Cooperative (LCCs)

Find an LCC here. The 22 LCCs collectively form a network of resource managers and scientists who share a common need for scientific information and interest in conservation. Each LCC brings together federal, state, and local governments along with Tribes and First Nations, non-governmental organizations, universities, and interested public and private organizations. Our partners work collaboratively to identify best practices, connect efforts, identify science gaps, and avoid duplication through conservation planning and design. 

Managing the landscapes that provide our natural and cultural resources has become increasingly challenging. With the signing of Secretarial Order No. 3289, the Department of the Interior launched the Landscape Conservation Cooperatives (LCCs) to better integrate science and management to address climate change and other landscape scale issues. By building a network that is holistic, collaborative, adaptive, and grounded in science, LCCs are working to ensure the sustainability of our economy, land, water, wildlife, and cultural resources. 

 

Using the Conservation Tax Incentive
By:

This short brochure summarizes the conservation easement tax incentive and provides answers to some frequently asked questions. For the late ...

 

Conservation Easements
By:

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
By:

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.& ...

 

2015 National Land Trust Census Report

 

Conservation Easements - A Tool for Preventing the Fragmentation of Family Lands
By:

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
By:

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
By:

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

 

Funding Conservation in Idaho
By:

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
By:

Conservation easements purchase future development rights and landowners are required to follow a grazing plan to protect and improve sage-grouse habitat.

 

Ranching as a Conservation Strategy - Can Old Ranchers Save the New West?
By:

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.

 

Uniform Conservation Easement Act (with 2007 Amendments)
By:

The Act enables durable restrictions and affirmative obligations to be attached to real property to protect natural and historic resources.

 

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.

 

Tax Benefits of Donating Conservation Land
By:

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
By:

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.

 

2014 Farm Bill Field Guide to Fish and Wildlife Conservation
By:

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.& ...

 

NextGen Conservation - Peninsula Open Space Trust engages Millennials in its mission.
By:

The 80 million-plus Millennials in the United States represent the next generation of potential land trust supporters and advocates.

 

Putting Smart Growth to Work in Rural Communities
By:

Many rural communities are facing challenges, including rapid growth at metropolitan edges, declining rural populations, and loss of working lands.

 

Conservation of Private Lands - Opportunities and Challenges for the States
By:

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.

 

Bosque Canyon Ranch v. Comm’r—Partnerships Denied Deductions for Conservation Easements Allowing Movable Homesites and Taxed on Disguised Sales of Homesites
By:

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
By:

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

 

Conservation Easement Paragraph Databank
By:

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
By:

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.

 

Using Conservation Easements to Protect Working Forests
By:

For decades, conservation easements have protected open space values such as wildlife habitat, ecological diversity, recreational access and aesthetics.

 

Farm and Forest Land Preservation With Conservation Easements
By:

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
By:

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
By:

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
By:

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.

 

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.

 

An Overview of Financial Alternatives for Land Conservation Transactions
By:

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.

 

Show Conservation Easements Organizations & Professionals (397)
There are 397 resources serving Panhandle Region in the following categories:
map itMap of Conservation Easements Organizations & Professionals serving Panhandle Region
Agricultural Law Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
Daniel V. Steenson
Sawtooth Law Offices, PLLC - Partner - Boise, ID
Farm Commons
Rachel Armstrong - Founder and Executive Director - Duluth, MN
Farmers Legal Action Group
- St. Paul, MN
J. Kahle Becker
Attorney At Law - Boise, ID
John R. Goodell
Partner - Racine Olson - Boise, ID
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Norman M. Semanko
Parsons Behle & Latimer - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
The National Agricultural Law Center
- Fayetteville, AR
Therese Ure
Schroeder Law Offices, PC - Portland, OR
Todd N. Hallock
Hallock & Hallock - Logan, UT
W. Alan Schroeder
Schroeder Law - Lawyer/owner - Boise, ID
Certified Appraisers
Bradford Taylor Knipe, MAI
- Boise, ID
Hall and Hall
- Billings, MT
Mark Richey
Idaho Land & Appraisal, LLC - Eagle, ID
Philip D. Bailey, MAI
Mason, Bruce & Girard, Inc. - Senior Appraiser, Eastern US & International - Blacksburg, VA
Conservation Districts
Benewah Soil and Water Conservation District
- Plummer, ID
Bonner Soil and Water Conservation District
- Sandpoint, ID
Brennan Bajdek, M.A., RPA
North Wind Resource Consulting - Senior Archaeologist/Project Manager - Idaho Falls, ID
Idaho Association of Soil Conservation Districts
- Meridian, ID
Kootenai Shoshone Soil and Water Conservation District
Corey Bonsen - Coeur D Alene, ID
Conservation Groups and Associations
Access Fund
- Boulder, CO
ACRE Investment Management, LLC
- The Plains, VA
Agrarian Trust
Ian McSweeney - Director - Weare, NH
AGree
- Washington, DC
Agronomic Science Foundation
Susan Dearing-Bond - Director - Fitchburg, WI
American Agri-Women
- Colchester, VT
American Conservation Coalition
- Appleton, WI
American Farm Bureau Federation
- Washington, DC
American Fisheries Society
- Bethesda, MD
American Forest Foundation
- Washington, DC
American Forests
- Washington, DC
American Friends of Canadian Conservation
Sandra Tassel - Program Coordinator - Bellingham, WA
American Hiking Society
- Silver Spring, MD
American Rivers
Jaime Sigaran - Associate Director - Washington, DC
Ann Ruzow Holland, Ph.D. AICP
- Willsboro, NY
Arbor Day Foundation
- Nebraska City, NE
Association of Fish & Wildlife Agencies
- Washington, DC
Bat Conservation International
- Austin, TX
Bee City USA
An Initiative of the Xerces Society - Portland, OR
Bird Conservancy of the Rockies
- Brighton, CO
Boone and Crockett Club
- Missoula, MT
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Canadian Parks and Wilderness Society, Ottawa Valley Chapter
- Ottawa, ON
Center for Collaborative Conservation
Warner College of Natural Resources - Colorado State University - Fort Collins, CO
Center for Large Landscape Conservation
- Bozeman, MT
Chronic Wasting Disease Alliance
- Missoula, MT
CitSci.org
Greg Newman - Natural Resource Ecology Laboratory at Colorado State University - Fort Collins, CO
ConservAmerica
- Washington, DC
Conservation Law Center
Christian Freitag - Director - Bloomington, IN
Conservation Plus
- The Plains, VA
Conservation Solutions, LLC
Palmer Brock - Greenwood, MS
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
- Sheffield, MA
Council to Advance Hunting and the Shooting Sports
- Washington, DC
Delta Waterfowl Foundation
- Bismarck, ND
EcoAgriculture Partners
- Oakton, VA
Ecological Restoration Business Association
- Tysons, VA
EcoResults!
- Flagstaff, AZ
Environmental Incentives
- South Lake Tahoe, CA
Equine Land Conservation Resource
- Lexington, KY
Family Farm Alliance
Dan Keppen - Executive Director - Klamath Falls, OR
Farmers For Monarchs
Franklin Holley - Keystone, CO
Forest Stewards Guild
- Santa Fe, NM
Forest Stewardship Council
- Minneapolis, MN
Friends of Scotchman Peaks Wilderness, Inc.
- Sandpoint, ID
Great Ecology
- San Diego, CA
Green School Alliance
- New York, NY
Heart of the Rockies Initiative
- Missoula, MT
Hunt Fish 30x30 Coalition
Congressional Sportsmen’s Foundation - Washington, DC
Iara Lacher
Seven Bends Nursery - Ecologist / Consultant - Winchester, VA
Idaho Cattle Association
- Boise, ID
Idaho Conservation League
- Boise, ID
Idaho Council of Trout Unlimited
Ed Northen - President ­ - Hailey, ID
Idaho Farm Bureau Federation
Zak Miller - Executive Vice President, Chief Executive Officer - Pocatello, ID
Idaho Forest Owners Association
- 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
- Jerome, ID
Idaho Sportsmen
- Boise, ID
Idaho Tree Farm Program
- Coeur d’Alene, ID
Idaho Women in Timber
- Lewiston, ID
Integrated Monarch Monitoring Program
Monarch Joint Venture - St. Paul, MN
Intermountain West Joint Venture
- Missoula, MT
Itasca Ladyslipper Farm
Carol Steele - Grand Rapids, MN
Izaak Walton League
- Gaithersburg, MD
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Journey North
- Madison, WI
Julia Debes
Pheasants Forever - Working Lands for Wildlife Director of Agricultural Communications - Hoisington, KS
Kootenai Environmental Alliance
- Coeur d'Alene, ID
Kootenai Valley Resource Initiative
Rhonda Vogl - Bonners Ferry, ID
Land Trust Alliance
- Washington, DC
Mad Agriculture
- Boulder, CO
Manomet
- Plymouth, MA
Mark Howell
Grounded Truths LLC - Director/Emergency & Fire Mgmt Specialist - Doniphan, MO
Metro Blooms
Becky Rice - Executive Director - Minneapolis, MN
Monarch Collaborative
Keystone Policy Center - Keystone, CO
Monarch Flyway
- Ogallala, NE
Monarch Joint Venture
- St. Paul, MN
Monarch Larva Monitoring Project
- Madison, WI
Mule Deer Foundation
- Salt Lake City, UT
National Association of State Foresters
- Washington, DC
National Audubon Society
- New York, NY
National Deer Association
- Bogart, GA
National Family Farm Coaltion
- Washington, DC
National Fish and Wildlife Foundation
- 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 Grazing Lands Coalition
Monti Golla - National GLC Executive Director - College Station, TX
National Trust for Historic Preservation
- Washington, DC
National Wild Turkey Federation
- Edgefield, SC
National Wildlife Federation
- Reston, VA
Natural Areas Association
- Pittsburgh, PA
Nature Manitoba
Roger Turenne - President - Winnipeg, MB
North American Grouse Partnership
- Garden Valley, ID
Northwest Partners in Amphibian and Reptile Conservation
- Logan, UT
Orianne Society
- Tiger, GA
Panhandle Chapter of Trout Unlimited
- Sandpoint, ID
Parks for Pollinators
National Recreation and Park Association - Ashburn, VA
Partnering to Conserve Sagebrush Rangelands
- Missoula, MT
Partners in the Sage
- Missoula, MT
Partnerscapes
Steve Jester - Executive Director - Pueblo, CO
Partnership for Conservation
- Washington, DC
Partnership of Rangeland Trusts
- Arvada, CO
Pheasants Forever
- St Paul, MN
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
Pollinators Prospering People
- Baltimore, MD
Preservation Idaho The Idaho Historic Preservation Council
Kathleen Barrett - Administrative Professional - Boise, ID
Project Apis m.
- Salt Lake City, UT
Project Monarch Health
- Athens, GA
Quail and Upland Wildlife Federation
- Buffalo, MO
Rails-to-Trails Conservancy
- Washington, DC
RiversEdge West
- Grand Junction, CO
Ruffed Grouse Society & American Woodcock Society
- Coraopolis, PA
Sage Grouse Initiative
Tim Griffiths - West Regional Coordinator - Bozeman, MT
Savory Institute
- Boulder, CO
Soil and Water Conservation Society
- Ankeny, IA
Sportsmen's Alliance
- Columbus, OH
Sustainable Forest Action Coalition
- Placerville, CA
Sustainable Forestry Initiative
Kathy Abusow - President and CEO - Washington, DC
Sustainable Monarchs
- North Platte, NE
Terrafirma RRG LLC
- Burlington, VT
Texan by Nature
- Austin, TX
The Climate Trust
- Portland, OR
The Congressional Sportsmen's Foundation
- Washington, DC
The Conservation Fund
- Arlington, VA
The Conservation Fund
Mark W. Elsbree - Northwest Director - Sun Valley, ID
The Fund for Wild Nature
- La Canada, CA
The Habitat Institute
- Corvallis, OR
The Land Institute
- Salina, KS
The Meateater Land Access Initiative
Meat EaterMT
The Pollinator Partnership
- San Francisco, CA
The Xerces Society for Invertebrate Conservation
- Portland, OR
Theodore Roosevelt Conservation Partnership
- Washington, DC
Thunder Bay Field Naturalists
Bruce Thacker - President - Thunder Bay, ON
Trout Headwaters, Inc.
- Livingston, MT
Trust for Public Land
- Bozeman, MT
U.S. Farmers & Ranchers Alliance (USFRA)
- Chesterfield, MO
Unique Places To Save
- Chapel Hill, NC
Upper Thames River Conservation Authority
- London, ON
USA National Phenology Network
- Tucson, AZ
Valleys 2000
Bill Huether - Treasurer - Bowmanville, ON
Ward Burton Wildlife Foundation
- Halifax, VA
Western Aquatic Plant Management Society
- Portland, OR
Western Forestry and Conservation Association
- Portland, OR
Western Hemisphere Shorebird Reserve Network
- Manomet, MA
Western Landowners Alliance
Lesli Allison - Executive Director - Santa Fe, NM
Western Monarch Milkweed Mapper
Xerces Society - Portland, OR
Western Monarch Working Group
- Boise, ID
Western Native Trout Initiative
Therese Thompson - Project Coordinator - Lakewood, CO
Western Rivers Conservancy
- Portland, OR
Wild Sheep Foundation
- Bozeman, MT
Wildlife Forever
- White Bear Lake, MN
Wildlife Management Institute
- Gardners, PA
Wildlife Research Institute
- Julian, CA
Women, Food & Agriculture Network
- Ames, IA
Consultants - Land
Ann Ruzow Holland, Ph.D. AICP
- Willsboro, NY
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Brennan Bajdek, M.A., RPA
North Wind Resource Consulting - Senior Archaeologist/Project Manager - Idaho Falls, ID
C-K Associates, Inc
- Baton Rouge, LA
Cirrus Ecological Solutions
Neal Artz - Logan, UT
Conservation Consulting Group
Nancy W. Moore - Managing Partner - Monona, WI
David Harper
Land in Common - Charleston, SC
Dawn Reeder
Rare Earth Sciences, LLC - Principal Biologist - Crawford, CO
Design Workshop
Anna Laybourn - Principal - Aspen, CO
Donell Fluckiger
Fluckiger Consulting - Owner - Jerome, ID
Eco-Asset Solutions & Innovations LLC
- Redwood City, CA
Ecotrust Forest Management
- Portland, OR
Evr-green Management Group, Inc
Matt S. Campbell - President - Rome, GA
Field Sport Concepts, LTD
- Charlottesville, VA
Forever Forests, LLC
Nancy G. Zak - Founder - Ball Ground, GA
Green Infrastructure Center
Karen Firehock - Executive Director - Charlottesville, VA
Greener Prospects
- Brunswick, ME
Gregg Elliott
K Gregg Consulting - Conservation Communications Consultant - Cordova, TN
Hemard & Company
Victor E. Hemard Jr. - President - Texarkana, TX
Holistic Management International
Sandy Langelier - Director, Communications & Outreach - Albuquerque, NM
Iara Lacher
Seven Bends Nursery - Ecologist / Consultant - Winchester, VA
Idaho Tree Farm Program
- Coeur d’Alene, ID
James A. Mehrwein
McKenzie River Associates - Registered Professional Forester, RPF, ACF - Eugene, OR
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Jeremy Sokulsky
Environmental Incentives - President - South Lake Tahoe, CA
Joel Russell
Joel Russell Associates - Principal - Northampton, MA
Julie Boggs
Peoples Company - Land Manager, AFM - Monroe, LA
Land Conservation Assistance Network
Amos Eno - President / Executive Director - Yarmouth, ME
Land EKG
Charley Orchard - Ten Sleep, WY
Larry Isenberg
Synergistic Solution Inc. - Coeur d'Alene, ID
Linda Ziccardi
Alpine EcoSciences LLC - Owner - Golden, CO
Living Habitats LLC
Heidi Natura, PLA, ASLA, LEED AP - Principal & CEO - Chicago, IL
LJ Conservation Matters
Leonard Jordan - Douglasville, GA
Mayes, Wilson & Associates
- San Marcos, TX
National NEMO Network
- Haddam, CT
Philip D. Bailey, MAI
Mason, Bruce & Girard, Inc. - Senior Appraiser, Eastern US & International - Blacksburg, VA
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
PlanIt Forward
Patrick Crist - Principal - Broomfield, CO
Resource Analytical & Management Group, LLC
Billy K. Lemons - President & Principal Consultant - Nacogdoches, TX
Rhizoterra Inc.
Avril Stevenson - Project Manager - Spokane, WA
Robert C. Crane
Woodland Management Service - Consulting Forester - Stevens Point, WI
Sage Advisors, LLC
- West Chester, PA
Solutions in the Land, LLC
- Kenosha, WI
SRP Environmental, LLC
- Shreveport, LA
Strategic Conservation Solutions, LLC
Bruce I. Knight - Principal and Founder - Washington, DC
Synergy Resource Solutions, Inc.
- Belgrade, MT
Thomas L. Daniels
University of Pennsylvania School of Design - Professor of City and Regional Planning - Philadelphia, PA
Understanding Ag, LLC
- Fort Payne, AL
Wiregrass Ecological Associates
- Coeur d’Alene, ID
Easement Monitoring and Stewardship Services
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Dawn Reeder
Rare Earth Sciences, LLC - Principal Biologist - Crawford, CO
Eco-Asset Solutions & Innovations LLC
- Redwood City, CA
Ecoresource Solutions Inc
Tony Byrne - President/Principal Ecologist - Arvada, CO
Fay Ranches
- Bozeman, MT
Forever Forests, LLC
Nancy G. Zak - Founder - Ball Ground, GA
Idaho Fish and Wildlife Foundation
Ann E. Dehner - Executive Director - Boise, ID
Josh Hollis
Land Solutions - Marshall, CA
Karen Johansen
Wildwood Management - Owner - Bishop, GA
LightHawk
- Denver, CO
Resource Analytical & Management Group, LLC
Billy K. Lemons - President & Principal Consultant - Nacogdoches, TX
Estate Planners
Kellie D. Kuster
Wallace & Kuster, PLLC - Coeur D'Alene, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Wittman Consulting
Dick Wittman - Culdesac, ID
Estate Planning Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
John R. Goodell
Partner - Racine Olson - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Madsen Law Office, PC
Henry Madsen - Coeur D'Alene, ID
Mark R Petersen
Snake River Law PLLC - Attorney - Pocatello, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Ruth Fullwiler
- Coeur D'Alene, ID
Sage Advisors, LLC
- West Chester, PA
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott Eskelson
Parson, Behle & Latimer - Idaho Falls, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Steven J Wright
Wright Law Offices, PLLC - Idaho Falls, ID
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
Virginia McNulty Robinson
Attorneys Northwest, Inc. - Coeur d'Alene, ID
Federal and State Tax Incentives and Programs
Current Use Tax Program
- Montpelier, VT
Database of State Incentives for Renewables & Efficiency
N.C. Clean Energy Technology Center - Raleigh, NC
Managed Forest Law
Wisconsin Department of Natural Resources - Madison, WI
Native Prairie and Wildlife Habitat - Property Tax Benefits
- Des Moines, IA
Native Prairie Tax Exemption Program
Minnesota Department of Natural Resources - St Paul, MN
Open Space Conservation - Property Tax Benefits
- Crownsville, MD
Reforestation Tax Credit Program
- Oregon Department of Forestry - Salem, OR
Sage Advisors, LLC
- West Chester, PA
Waterfowl Restoration Program
- Cambridge, MD
FSA Local Offices
Benewah County Farm Service Agency
Farm Service Agency - Plummer Service Center - Plummer, ID
Boundary County Farm Service Agency
Farm Service Agency - Bonners Ferry Service Center - Bonners Ferry, ID
Land Trusts
American Farmland Trust
- Washington, DC
BC Nature
Federation of BC Naturalists - North Vancouver, BC
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Canadian Parks and Wilderness Society, Ottawa Valley Chapter
- Ottawa, ON
Conservancy Hornby Island
- Hornby Island , BC
Delta Waterfowl Foundation
- Bismarck, ND
Fraser Headwaters Alliance
- Dunster , BC
Fraser Valley Conservancy
- Abbotsford, BC
Gabriola Land and Trails Trust
Tom Cameron - President - Gabriola Island, BC
GrassrootsCarbon-PastureMap
PastureMap - San Antonio, TX
Humane Society Wildlife Land Trust
- Washington, DC
Idaho Coalition of Land Trusts
- Boise, ID
Idaho Foundation for Parks and Lands
- Boise, ID
Inland Northwest Land Conservancy
- Spokane, WA
Islands Trust Fund
- Victoria, BC
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Kaniksu Land Trust
- Sandpoint, ID
Kawartha Heritage Conservancy
- Peterborough, ON
Land Conservancy for Kingston, Frontenac, Lennox & Addington
- Kingston, ON
Land Trust Alliance
- Washington, DC
Land Trust Alliance of British Columbia
Sheila Harrington - Programs Director - Victoria, BC
Malaspina Land Conservancy
Janet Alred - President - Powell River, BC
Michael Hart
LandVest, Inc. - Senior Appraiser - Boston, MA
Nanaimo Area Land Trust
- Conservation Covenants Coordinator - Nanaimo, BC
Nature Conservancy of Canada
National Office - Toronto, ON
Nature Manitoba
Roger Turenne - President - Winnipeg, MB
Nature Trust of British Columbia
- BC Conservation Land Manager - Vancouver, BC
Nature Vancouver
Daniel Overmyer - Vancouver, BC
North American Land Trust
- Chadds Ford, PA
Northwest Rangeland Trust
- Pendleton, OR
Open Space Institute
Jennifer Grossman - Vice President New York Land Program - New York, NY
Palouse Land Trust
- Moscow, ID
Pender Islands Conservancy
Sylvia Pincott - Pender Island, BC
Peter D. Nichols
Berg Hill Greenleaf Ruscitti, LLP - Partner - Boulder, CO
Quadra Island Conservancy and Stewardship Society
George Barabas - Heriot Bay, BC
Rocky Mountain Elk Foundation
- Missoula, MT
Sage Advisors, LLC
- West Chester, PA
Salt Spring Island Conservancy
Linda Gilkeson - Executive Director - Salt Spring Island, BC
Saskatchewan Wildlife Federation Habitat Trust Fund
- Moose Jaw, SK
Savary Island Land Trust Society
Liz Webster - Executive Director - Lund, BC
Silva Forest Foundation
Susan Hammond - Slocan Park, BC
Societe de Protection Fonciere de Saint-Adele
Jean-Louis Poirier - President - Saint-Adele, QC
Sportsmen's National Land Trust
- Agawam, MA
Terrafirma RRG LLC
- Burlington, VT
The Barn Group
- Brooks, GA
The Nature Conservancy, Idaho Field Office
- Hailey, ID
The Vital Ground Foundation
- Missoula, MT
The Wilderness Land Trust
- Helena, MT
Trout Unlimited
Chris Wood - President and Chief Executive Officer - Arlington, VA
Waterloo Region Nature
- Waterloo, ON
Watershed Land Trust
- Belton, MO
Wetlands America Trust
- Memphis, TN
Natural Resource Law Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
Arthur Macomber
Macomber Law, PLLC - Coeur d'Alene, ID
Bradley Raffle
Conservation Capital - CEO - Eugene, OR
C-K Associates, Inc
- Baton Rouge, LA
Conservation Law Center
Christian Freitag - Director - Bloomington, IN
Daniel V. Steenson
Sawtooth Law Offices, PLLC - Partner - Boise, ID
Douglas S. Marfice
Partner - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Endangered Species Law and Policy Group
Nossaman LLP - Los Angeles, CA
Evan Roth
Sawtooth Law Offices, PLLC - Twin Falls, ID
Gregory M. George
Macomber Law, PLLC - Coeur d'Alene, ID
J. Kahle Becker
Attorney At Law - Boise, ID
Joel Russell
Joel Russell Associates - Principal - Northampton, MA
John R. Goodell
Partner - Racine Olson - Boise, ID
Karen Budd-Falen
Budd-Falen Law Offices, LLC - Cheyenne, WY
Laura A. Schroeder
Schroeder Law Offices, PC - Portland, OR
Linda R. Larson
- Partner - Seattle, WA
Mountain States Legal Foundation
William Perry Pendley - President and COO - Lakewood, CO
Murray D. Feldman
Holland & Hart - Partner - Boise, ID
Nick Cramer
The Vertex Companies, Inc. - Senior Project Manager - Irving, TX
Norman M. Semanko
Parsons Behle & Latimer - Boise, ID
Peter D. Nichols
Berg Hill Greenleaf Ruscitti, LLP - Partner - Boulder, CO
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Scott J. Smith
Partner - Racine Olson - Pocatello, ID
Scott L. Poorman
- Attorney at Law - Coeur d'Alene, ID
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Steven J Wright
Wright Law Offices, PLLC - Idaho Falls, 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
W. Alan Schroeder
Schroeder Law - Lawyer/owner - Boise, ID
William G. Myers III
Holland & Hart - Partner - Boise, ID
NRCS Local Offices
Bonners Ferry Service Center
Natural Resources Conservation Service - Bonners Ferry, ID
Coeur D Alene Service Center
Natural Resources Conservation Service - Coeur D Alene, ID
Plummer Service Center
Natural Resources Conservation Service - Plummer, ID
Sandpoint Service Center
Natural Resources Conservation Service - Sandpoint, ID
Real Estate Attorneys
John Hucks
John Curtis Hucks, Attorney at Law, P.C. - New Meadows, ID
Nick Cramer
The Vertex Companies, Inc. - Senior Project Manager - Irving, TX
Paula Kluksdal
Hawley Troxell - Partner - Boise, ID
Rebecca Hardesty
- Boise, ID
Sarah Reed
Hawley Troxell - Partner - Boise, ID
Scott Eskelson
Parson, Behle & Latimer - Idaho Falls, ID
Stewart Title Guaranty Company
Brenda Muller - Agency Sales Representative - Cayce, SC
Timothy Hopkins
Hopkins Roden Crockett Hansen & Hoopes, PLLC - Idaho Falls, ID
W. Alan Schroeder
Schroeder Law - Lawyer/owner - Boise, ID
State Funding / Technical Resources
Access Yes!
Idaho Department of Fish and Game - Boise, ID
Coeur d'Alene Regional Office
Idaho Department of Environmental Quality - Coeur d'Alene, ID
Direct Seed Loan Program
Ty Meyer - Ag Manager - Spokane, WA
IDAH2O Master Water Stewards
Jim Ekins - Program Coordinator - Coeur d'Alene, ID
Idaho Bee Inspection Program
ISDA Plants & Insects Division - Boise, ID
Idaho Department of Fish and Game
Virgil Moore - Director - Boise, ID
Idaho Department of Lands
Tom Schultz - Director - Boise, ID
Idaho Department of Parks and Recreation
- Boise, ID
Idaho Department of Water Resources
- Boise, ID
Idaho DEQ Nonpoint Source Management Program
Julia Achabal - Program Coordinator - Boise, ID
Idaho Fish and Wildlife Information System
Idaho Department of Fish and Game - Boise, ID
Idaho Forest Legacy Program
Lacy Robinson - Forest Legacy Program Coordinator - Sandpoint, 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 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
- Boise, ID
Idaho State Department of Agriculture
- Boise, ID
Idaho State Department of Agriculture Noxious Weeds Program
Nic Zurfluh - Noxious Weeds and Invasive Species Section Manager - Boise, ID
Idaho Water Resources Research Institute
Dr. John C. Tracy, IWRRI Director - Unversity of Idaho - Moscow, 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
Resource Conservation & Range Development Loan Program - Idaho
Terry Hoebelheinrich - Loan Officer - Boise, ID
Sage-grouse Conservation and Management
Idaho Department of Fish and Game - Boise, ID
Small Business Development Center
Doug Covey - State Director - Boise, ID
University of Idaho Extension Bonner County
- Sandpoint, ID
Urban and Community Forestry
Matt Perkins - Urban and Community Forestry Program Manager - Coeur d'Alene, ID
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Water Street Solutions
- Peoria, IL
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA

 Succession Planning

   
Show Articles on Succession Planning (11)
Preserving the Family Woods: Tools to Help Guide Transfer to the Next Generation of Landowners
By:

This publication is about one thing: securing the future of your woods. To get you the information about how to do that, the paper takes two approaches.& ...

 

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.

 

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.

 

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.

 

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).

 

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.

 

Show Succession Planning Organizations & Professionals (102)
There are 102 resources serving Panhandle Region in the following categories:
map itMap of Succession Planning Organizations & Professionals serving Panhandle Region
Conservation Real Estate
Beartooth Capital Partners
Robert Keith - Managing Principal and Co-Founder - Bozeman, MT
Fay Ranches
Greg Fay - Bozeman, MT
Hayden Outdoors
- Windsor, CO
Kit H. Buell
Buell Environmental LLC - Ecologist - Oak Creek, CO
Mark Norem
Mark Norem Real Estate - Big Timber, MT
Estate Planners
Kellie D. Kuster
Wallace & Kuster, PLLC - Coeur D'Alene, ID
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID
Wittman Consulting
Dick Wittman - Culdesac, ID
Estate Planning Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
John R. Goodell
Partner - Racine Olson - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Madsen Law Office, PC
Henry Madsen - Coeur D'Alene, ID
Mark R Petersen
Snake River Law PLLC - Attorney - Pocatello, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Ruth Fullwiler
- Coeur D'Alene, ID
Sage Advisors, LLC
- West Chester, PA
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott Eskelson
Parson, Behle & Latimer - Idaho Falls, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Steven J Wright
Wright Law Offices, PLLC - Idaho Falls, ID
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
Virginia McNulty Robinson
Attorneys Northwest, Inc. - Coeur d'Alene, ID
Financial Planners
Dan Pinkerton - CFP®, RFC®
President, CEO - Pinkerton Retirement Specialists, LLC - Coeur d'Alene, ID
Nick Helgeson - CFP®, RFC®
Wealth Advisor - Pinkerton Retirement Specialists, LLC - Coeur d'Alene, ID
Paul Steenblik - CFA, CFP®
Senior VP, Wealth Advisor - Pinkerton Retirement Specialists, LLC - Spokane, WA
Ron Glendening - CPM®, CFP®, RFC®
Chief Operating Officer - Pinkerton Retirement Specialists, LLC - Coeur d'Alene, ID
Walter Beggs
Senior Vice President, Wealth Advisor - Pinkerton Retirement Specialists, LLC - Coeur d'Alene, ID
Wittman Consulting
Dick Wittman - Culdesac, ID
Investment Advisers / CPAs
Idaho Community Foundation
Karen Bilowith - President & CEO - Boise, ID
Land Trusts
American Farmland Trust
- Washington, DC
BC Nature
Federation of BC Naturalists - North Vancouver, BC
Brenda Schick
Singing Stream Conservation Consultants - Principal - La Jolla, CA
Canadian Parks and Wilderness Society, Ottawa Valley Chapter
- Ottawa, ON
Conservancy Hornby Island
- Hornby Island , BC
Delta Waterfowl Foundation
- Bismarck, ND
Fraser Headwaters Alliance
- Dunster , BC
Fraser Valley Conservancy
- Abbotsford, BC
Gabriola Land and Trails Trust
Tom Cameron - President - Gabriola Island, BC
GrassrootsCarbon-PastureMap
PastureMap - San Antonio, TX
Humane Society Wildlife Land Trust
- Washington, DC
Idaho Coalition of Land Trusts
- Boise, ID
Idaho Foundation for Parks and Lands
- Boise, ID
Inland Northwest Land Conservancy
- Spokane, WA
Islands Trust Fund
- Victoria, BC
John Sanderson
Center for Collaborative Conservation - Director - Fort Collins, CO
Kaniksu Land Trust
- Sandpoint, ID
Kawartha Heritage Conservancy
- Peterborough, ON
Land Conservancy for Kingston, Frontenac, Lennox & Addington
- Kingston, ON
Land Trust Alliance
- Washington, DC
Land Trust Alliance of British Columbia
Sheila Harrington - Programs Director - Victoria, BC
Malaspina Land Conservancy
Janet Alred - President - Powell River, BC
Michael Hart
LandVest, Inc. - Senior Appraiser - Boston, MA
Nanaimo Area Land Trust
- Conservation Covenants Coordinator - Nanaimo, BC
Nature Conservancy of Canada
National Office - Toronto, ON
Nature Manitoba
Roger Turenne - President - Winnipeg, MB
Nature Trust of British Columbia
- BC Conservation Land Manager - Vancouver, BC
Nature Vancouver
Daniel Overmyer - Vancouver, BC
North American Land Trust
- Chadds Ford, PA
Northwest Rangeland Trust
- Pendleton, OR
Open Space Institute
Jennifer Grossman - Vice President New York Land Program - New York, NY
Palouse Land Trust
- Moscow, ID
Pender Islands Conservancy
Sylvia Pincott - Pender Island, BC
Peter D. Nichols
Berg Hill Greenleaf Ruscitti, LLP - Partner - Boulder, CO
Quadra Island Conservancy and Stewardship Society
George Barabas - Heriot Bay, BC
Rocky Mountain Elk Foundation
- Missoula, MT
Sage Advisors, LLC
- West Chester, PA
Salt Spring Island Conservancy
Linda Gilkeson - Executive Director - Salt Spring Island, BC
Saskatchewan Wildlife Federation Habitat Trust Fund
- Moose Jaw, SK
Savary Island Land Trust Society
Liz Webster - Executive Director - Lund, BC
Silva Forest Foundation
Susan Hammond - Slocan Park, BC
Societe de Protection Fonciere de Saint-Adele
Jean-Louis Poirier - President - Saint-Adele, QC
Sportsmen's National Land Trust
- Agawam, MA
Terrafirma RRG LLC
- Burlington, VT
The Barn Group
- Brooks, GA
The Nature Conservancy, Idaho Field Office
- Hailey, ID
The Vital Ground Foundation
- Missoula, MT
The Wilderness Land Trust
- Helena, MT
Trout Unlimited
Chris Wood - President and Chief Executive Officer - Arlington, VA
Waterloo Region Nature
- Waterloo, ON
Watershed Land Trust
- Belton, MO
Wetlands America Trust
- Memphis, TN
Qualified Intermediaries for 1031 Exchanges
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson - Certified Exchange Specialist - Naples, FL
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
First American Exchange Company
Janna Perret - VP/Central Region Manager - Mandeville, LA
Jennifer Keen
Investment Property Exchange Services, Inc. - EVP / Manager of Western Operations - Bellevue, WA
Pioneer 1031 Company
Jesse R. Hamilton - Senior Vice President & General Counsel - Boise, ID
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Stewart Title Guaranty Company
Brenda Muller - Agency Sales Representative - Cayce, SC
TitleOne Exchange Company
- Boise, ID
Tax Advisors
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
John McGown
Hawley Troxell - Of Counsel - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID

 Tax Credits and Deductions

   
Show Articles on Tax Credits and Deductions (2)
The Law of Agricultural Land Preservation in the United States
By:

Thomas Daniels and John Keene's new book breaks down the legal principles, federal and state requirements, and the legal issues that affect agricultural land preservation efforts.

 

Using the Conservation Tax Incentive
By:

This short brochure summarizes the conservation easement tax incentive and provides answers to some frequently asked questions. For the late ...

 

Show Tax Credits and Deductions Organizations & Professionals (33)
There are 33 resources serving Panhandle Region in the following categories:
map itMap of Tax Credits and Deductions Organizations & Professionals serving Panhandle Region
Estate Planning Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
Fleming Law Offices, PLLC
Timothy Fleming - Emmett, ID
John R. Goodell
Partner - Racine Olson - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Madsen Law Office, PC
Henry Madsen - Coeur D'Alene, ID
Mark R Petersen
Snake River Law PLLC - Attorney - Pocatello, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Ruth Fullwiler
- Coeur D'Alene, ID
Sage Advisors, LLC
- West Chester, PA
Sara Nelson Hallock
Hallock & Hallock - Logan, UT
Scott Eskelson
Parson, Behle & Latimer - Idaho Falls, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Steven J Wright
Wright Law Offices, PLLC - Idaho Falls, ID
Theron J. De Smet
Associate - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Todd N. Hallock
Hallock & Hallock - Logan, UT
Virginia McNulty Robinson
Attorneys Northwest, Inc. - Coeur d'Alene, ID
Oil Gas And Mineral Attorneys
Andrew J. Waldera
Sawtooth Law Offices, PLLC - Boise, ID
C-K Associates, Inc
- Baton Rouge, LA
J. Kahle Becker
Attorney At Law - 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
Parsons Behle & Latimer - Boise, ID
Randall C. Budge
Managing Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Terrance R. Harris
Partner - Ramsden & Lyons, LLP - Coeur d'Alene, ID
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Tax Law Attorneys
Dave Bagley, LL.M
Partner - Racine Olson Nye Budge & Bailey - Pocatello, ID
Eric L. Olsen
Partner - Echo Hawk & Olsen, PLLC - Pocatello, ID
John McGown
Hawley Troxell - Of Counsel - Boise, ID
Kimmer W. Callahan
Callahan & Associates, Chtd. - Coeur d'Alene, ID
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Stephen J. Small, Esq.
Law Office of Stephen J. Small, Esq., P.C. - Cambridge, MA
Stephen Martin
Martin & Eskelson PLLC - Idaho Falls, ID