WEBCAST

Family Office Fridays: All About Conservation Easements

Webcast overview

Have you considered making a qualifying conservation easement? Has the IRS offered you a settlement for a syndicated conservation easement transaction? Or, are you wondering if you took the proper steps to ensure that a past donation qualified for the expected tax deduction? There are several critical items to consider in achieving a successful conservation easement and KPMG LLP (KPMG) is pleased to invite you to a TaxWatch webcast for a discussion of the critical tax issues surrounding this important topic, including the following:

  • Brief history and overview of qualifying conservation easements, the potential for qualifying charitable tax deductions, and the recent case law in this area.
  • Considerations in achieving a proper valuation of the conservation easement.
  • Discussion of syndicated conservation easement transactions and the 2016 IRS listing of them as potentially abusive.
  • Overview of a time-limited IRS settlement program for certain taxpayers who previously entered into certain syndicated conservation easement transactions.

Please join us for what promises to be an insightful and informative webcast.

Featured speakers

Robert Keller

Robert Keller

Partner, Passthroughs, Washington National Tax, KPMG US

Ruth Madrigal

Ruth Madrigal

Principal, Exempt Organizations Group, Washington National Tax, KPMG LLP

Preston Quesenberry

Preston Quesenberry

Managing Director, Exempt Organizations Group, Washington National Tax, KPMG LLP

Curtis Wilson

Curtis Wilson

Director, Practice, Procedure, and Administration, KPMG US

Kent West

Kent West

Senior Manager, Economic & Valuation Services, KPMG LLP

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