Tax Credit Connection, Inc.

Professional Resources

The following professionals are ones with whom Tax Credit Connection, LLC is familiar and this list is provided as a courtesy to landowners and taxpayers. This listing does not constitute an endorsement of their services. There are many other professionals in the State of Colorado who are also qualified to work with conservation easement income tax credits. Please make your own decision after consulting each professional. Download this complete list as a PDF.

  • Accountants

    Damian L. Ederhoff, CPA
    Bauerle and Company, P.C.
    7887 E. Belleview Avenue, Suite 700
    Denver, CO  80111
    Office: (303) 759-0089
    Fax: (303) 759-2189
    dederhoff@bauerleco.com

    Bauerle and Company is a professional team of financial, tax and business consultants who have been providing service to the real estate and construction industries for over 30 years.

    David Brewster
    David Brewster and Associates, Inc.
    4890 Riverbend Road
    Boulder, CO 80301
    Office: (303) 449-5320
    Fax: (303) 444-1116
    david@dbatax.com
    www.dbatax.com

    David Brewster and Associates, Inc. specializes in returns utilizing conservation easement tax credits.

    John Graham
    Graham & Company P.C. CPAs & Consultants
    1295 South Broadway, Suite B
    Boulder, CO 80305
    Office: (303) 253-7902
    Fax: (303) 253-7901
    www.grahamcpas.com

    John Graham has worked with many donors of conservation easements since 2000, the first year that the conservation easement income tax credit was created. He also has prepared tax returns utilizing the purchase of tax credits to help his clients save money on their state tax returns. In addition, John has placed a conservation easement on property he owns.

    Brad A. Tafoya, CPA
    Patrick J. Barrett, CPA
    Tafoya Barrett and Associates PC
    150 E. 9th Street, Suite 300
    Durango, CO 81301
    Office:  (970) 259-8000
    Fax:  (970) 259-8017
    www.tafoyabarrett.com

    Brad and Pat provide professional accounting services in Durango, Colorado specializing in tax and financial planning matters, including conservation matters.

    Lyle Hood, CPA
    Wall, Smith, Bateman and Associates, Inc.
    700 Main Street, # 200
    Alamosa, CO 81101
    Office:  719-589-3619
    www.wsbcpa.com

    Lyle provides professional accounting services. Since 2001, he has done compliance consultation on many Colorado conservation easement transactions which has allowed him to acquire extensive expertise in this specific field.

    Sean Durham, Staff Accountant
    Pam Taylor, CPA
    Tredway, Henion, Palmquist & Kusy, PC
    P.O. Box 1679
    Craig, CO 81626
    Office: (970) 826-1400
    sean@thpk.com
    pamtaylor@thpk.com
    www.thpk.com

    THPK, PC has served the financial needs of the Yampa Valley for over 40 years. They are committed to providing the best service to their clients by developing strong personal relationships. They provide continuing education for their staff and update their computer technology on a regular basis.

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  • Appraisers

    Arnie Butler
    Kori Satterfield
    Arnie Butler & Company
    300 Main, Suite 301
    Grand Junction, CO 81501
    Office: (970) 241-2716
    Fax: (970) 241-5653
    arnie@wic.net
    Kori@wic.net

    West Foster
    Foster Valuation Company, LLC
    910 54th Avenue, Suite 210
    Greeley, CO 80634
    Office: (970) 352-1117
    west@fosterval.com
    www.fosterval.com

    West Foster has performed conservation easement appraisals since the 1980’s and specializes in properties along the Northern Front Range.

    Maggie Love, MAI
    Love Appraisals
    P.O. Drawer C
    Cortez, CO 81321
    Office:  (970) 565-8578
    Fax:  (970) 565-8889
    loveappraisals@beyondbb.com

    Kevin McCarty
    Eric McCarty
    Shiloh Wittler
    McCarty Land and Water
    1401 S. Taft Ave, Suite 205
    Loveland, CO 80537
    Office: (970) 635-0900
    Fax: (970) 635-0910
    kevin@mccartylw.com
    www.mccartylw.com

    McCarty Land and Water Valuation, Inc. does appraisal work throughout Eastern Colorado, the Front Range, the North Central Mountains, and Southeast Wyoming. Kevin McCarty has over 28 years of appraisal experience including over 15 years of doing conservation easement appraisal work.  He has worked for numerous land trusts and landowners. He has also done a considerable amount of conservation easement work for the Internal Revenue Service and the Colorado Attorney General.

    Eric McCarty, a certified general appraiser, and Shiloh Wittler, appraiser trainee, have over ten years of combined experience. Felicia Jordan, a trained journalist, has been the company’s editor for over seven years.

    Michael Nash
    Nash-Johnson Associates, Inc.
    4045 South Broadway, Suite 204
    Englewood, CO  80111
    Office:  (303) 761-6103
    Fax:  (303) 761-1609
    mnash@nashjohnson.com

    Mike is a real estate appraiser and consultant with 35 years of experience specializing in conservation easements.

    John B. Norton, MAI
    Norton Appraisal Services, Inc.
    P.O. Box 4506
    Durango, CO 81302
    Office: 970-247-8088
    john@nortonappraisal.com

    John has been an appraiser in Colorado since 1985. Since October 1994, he has been the President and owner of Norton Appraisal Services, Inc. located in Durango, Colorado. He has expertise in the appraisal of unimproved land for a variety of reasons including conservation easements, open space acquisition, and partial acquisition for public/private rights-of-way.

    Peter Sartucci
    Sartucci Appraisals
    304 W. Oak Street
    Lafayette, CO 80026
    Office: (303) 664-5080
    Fax: (303) 664-1161
    psartucci@aol.com

    Peter Sartucci has specialized in conservation easement appraisals since 1997 and has 26 years experience as a real estate appraiser. Peter generally specializes in properties located along the Front Range from Trinidad to Fort Collins and 100 miles east and west of I-25.

    Don Shannon
    Shannon & Associates
    215 West Oak Street, Suite 501
    Fort Collins, CO 80521
    Office: (970)482-1010
    Fax: (970) 221-4444
    don@shannonmai.com

    Shannon & Associates specializes in a wide variety of commercial real estate appraisal services in Northern Colorado and Southern Wyoming. Since our founding in 1971, we have provided prompt, confidential and professional appraisal services to property owners, investors, developers, lenders and other professionals, such as attorneys, accountants, municipalities and medical professionals.

    Kevin D. Shea SR/WA
    Shea Appraisal Company LLC
    7057 Parfet Street
    Arvada, Colorado 80004
    Office: 303-424-1616
    sheakd@comcast.net

    Kevin is a Colorado Certified General Appraiser with the SR/WA professional designation (Senior Member) from the International Right of Way Association. His appraisal experience includes condemnation, conservation, public acquisition, estate valuations, federal land trades and forensic appraisal review including expert witness testimony. He also has extensive appraisal and document review experience including title work, mineral assessments, conservation easements and contracting for transfer of Colorado State conservation easement tax credits.

    Mark S. Weston, Ltd.
    Real Estate Consulting
    312 Wilcox Street, Suite 201
    Castle Rock, CO 80104
    (720) 961-9090 direct dial
    (303) 741-5918 main
    mark@hwltd.net

    Mark Weston has been active in appraising conservation easements since the late 1980s, mostly in Colorado. He is a past board member of the Colorado Coalition of Land Trusts, the Colorado Conservation Easement Oversight Commission, and speaks frequently on issues relating to appraisals and partial interest valuation.

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  • Attorneys

    Melinda Beck
    Lewis, Bess, Williams & Weese P.C.
    1560 Broadway, Suite 1400
    Denver, CO 80202
    Office:  (303) 228-2503
    mbeck@lewisbess.com
    www.lewisbess.com

    Melinda Beck practices in the areas of conservation, land use, real estate transactions and real property transfers.

    Willis Carpenter
    Carpenter & Klatskin, P.C.
    518 – 17th Street, Suite 1100
    Denver, CO 80202
    Office: (303) 534-6315
    Fax: (303) 534-0514
    wcarpenter@ckdenver.com

    Will concentrates his conservation easement practice on representation of farm and ranch owners to provide some balance in their negotiations with the land trusts and the land trusts’ attorneys.

    Jeremy Cohen
    Burns, Figa & Will, P.C.
    6400 S. Fiddlers Green Circle, Suite 1000
    Greenwood Village, CO 80111
    Office:  (720) 493-8062
    Fax:  (303) 796-2777
    jcohen@bfw-law.com
    www.bfwlaw.com

    Jeremy’s practice focuses upon tax, estate and succession planning for closely held family farms, ranches and businesses and related real estate matters, including tax and real estate aspects of conservation easements.

    Mike Dubetz
    Sherman & Howard LLC
    633 17th Street, Suite 3000
    Denver, CO 80202
    Office: (303) 299-8464
    Fax: 303-298-0940
    mdubetz@shermanhoward.com
    www.sah.com

    Mike is a tax attorney who has worked with buyers of conservation easement tax credits providing tax credit review prior to the purchase of tax credits.  He also represents taxpayers in audits with the IRS and the state of Colorado.

    Richard L. Emmett, PC
    P.O. Box 458
    Durango, CO 81302
    Office: (970) 247-2573
    Fax: (970) 247-2574
    rlemmett@bresnan.net

    Representing land owners for over 30 years in complex conservation transactions including donated and purchased easements, bargain sales, and transactions funded by local, state and federal grants.

    Jane B. Fredman
    Juanita Kelley, Paralegal
    Flynn Wright & Fredman, LLC
    111 South Tejon Street, Suite 202
    Colorado Springs, CO 80903
    Office:  (719 ) 578-8444
    Fax:  (719) 578-8836
    jfredman@fwflegal.com
    www.fwflegal.com

    Jane has broad experience in assisting landowners in the negotiation, drafting and review of conservation easements, and also maintains a general real estate and business practice with an emphasis on residential and commercial real estate transactions and documentation, land use, development, owners associations and business entity formation and guidance.

    Larry D. Harvey
    5290 DTC Parkway, Suite 150
    Englewood, CO 80111
    Office:  (303) 220-7810
    Fax:  (303) 850-7115
    lharvey@ldhpc.com

    Larry has extensive experience in representing taxpayers in disputes before the Internal Revenue Service and within the United States court system with Tax Court cases and actions before the Federal District Court.

    Kent Holsinger
    Holsinger Law, LLC
    1800 Glenarm Place, Suite 500
    Denver, CO 80202
    Office: (303) 722-2828 ext.11
    kholsinger@holsingerlaw.com
    www.holsingerlaw.com

    Holsinger Law, LLC specializes in lands, wildlife and water law. Kent Holsinger comes from a ranching family in North Park and represents landowners on conservation easements.

    Jessica Jay
    Conservation Law, P.C.
    52 Meadowlark Drive
    Evergreen, CO 80439
    Office: (303) 674-3709
    Fax: (303)674-3715
    conservationlaw@msn.com
    www.conservationlaw.org

    Conservation Law, P.C. is a land conservation law firm devoted to protecting working landscapes and environmentally significant lands in Colorado and the Rocky Mountain West through the use of perpetual conservation easements. Jessica Jay, the founder and principal attorney of Conservation Law, P.C., represents landowners and easement holders to conserve land using durable, enforceable, and flexible perpetual conservation easements drafted to anticipate changes over time. Ms. Jay is dedicated to ensuring the permanence of such land conservation through sound conservation transactions and the defense and enforcement of perpetual conservation easements. The first consultation is free; please feel free to contact Jessica by phone at 303-674-3709, or by email.

    Gregg Kampf
    Hoskin, Farina & Kampf
    P.O. Box 40
    Grand Junction, CO 81502
    Office: (970) 986-3400
    Fax: (970) 986-3401
    gkampf@hfak.com
    www.hfak.com

    Gregg specializes in legal issues related to estate planning, farm and ranch operation and conservation easements. Gregg works with landowners throughout the state of Colorado.

    Daniel P. Kapsak, JD, M. Div.
    The Kapsak Law Firm, LLC
    1610 Hover Road, Suite 203
    Longmont, CO 80501
    Office: (303) 651-9330
    Fax: (303) 485-3714
    dkapsak@kapsaklaw.com
    www.kapsaklaw.com

    The Kapsak Law Firm represents and counsels clients in various real estate matters including sale and purchase, land sub-division and development, and zoning. The firm is also devoted to all aspects of estate planning including wealth preservation, asset protection, estate tax mitigation, disability and health care planning and GLBT-related planning. Our attorneys are licensed to practice in Colorado.

    Peter D. Nichols
    Berg, Hill, Greenleaf, Ruscitti LLP
    1712 Pearl Street
    Boulder, CO 80302
    Office: (303) 402-1600
    pdn@bhgrlaw.com
    www.bhgrlaw.com

    Peter specializes in water and conservation law, including innovative and complex water issues in conservation easements. He is the author of Water Rights Handbook for Colorado Conservation Professionals, and on the Board of the Colorado Water Trust.

    William M. Silberstein
    Kaplan Kirsch & Rockwell LLP
    1675 Broadway #2300
    Denver, CO 80202
    Office: (303) 825-7000
    Fax: (303) 825-7005
    bsilberstein@kaplankirsch.com
    www.kaplankirsch.com

    Bill has been providing legal advice to land owners, land trust and governments for conservation easements and other conservation transactions since 1981. He serves as counsel to the Colorado Coalition of Land Trusts and has been involved in drafting all of Colorado’s conservation easement laws during the last thirty years.

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  • Consultants

    Susan Lohr
    Lohr Associates
    123 Santa Fe Drive
    Grand Junction, CO 81501
    Office:  (970) 314-7280
    susan@paonia.com

    Susan facilitates the conservation easement donation process with landowners and conservation professionals and focuses her work on the western slope of Colorado.

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  • Financial Planners

    Terri K. Hickman, Financial Advisor
    Grand River Financial Partners, LLC
    249 Grand Avenue, Suite A
    Grand Junction, CO 81501
    Office: (970) 242-7100
    Fax: (970) 242-7110
    terri.hickman@lpl.com
    www.grandriver.biz

    Terri Hickman, founder of Grand River Financial Partners, is dedicated to putting her clients’ well-being first with individualized Financial Plans and quality investment products. Terri is also able to assist her clients with their Estate Planning. Proper and effective Estate Planning is an essential element to helping preserve a legacy.

    (Securities & Financial Planning offered through LPL Financial. Member FINRA/SIPC. Tax Credit Connection, Inc. is not affiliated with LPL Financial.)

    Lee Strongwater
    Colorado Capital Management, Inc.
    4430 Arapahoe Ave, Ste. 120
    Boulder, CO 80303-1100
    Office: (303) 444-9300
    Fax:  (303) 444-2027
    lee@coloradocap.com
    www.coloradocap.com

    Lee is a wealth manager serving as a principal and investment advisor.

    Adam Miller, CFP, CAP
    ElderAdo Financial
    1100 S. Townsend Avenue
    Montrose, CO 81401
    Office: (970) 249-9900
    Toll Free: (877) 422-4770
    Fax: (970) 252-3940
    adam@elderadofinancial.com
    www.ElderadoFinancial.com

    Adam is a CERTIFIED FINANCIAL PLANNER™ professional. As a trusted fiduciary and fee-only financial advisor at Elderado Financial, he works passionately to help families and landowners preserve their wealth, pay less in taxes and give more to the people and organizations they care about.

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