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
    Wipfli
    7887 E. Belleview Avenue, Suite 700
    Denver, CO  80111
    Office: (303) 759-0089
    Fax: (303) 759-2189
    damian.ederhoff@wipfli.com
    www.wipfli.com

    Wipfli 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, tax planning, structuring transactions and entities for tax savings, and provides high quality tax services.

     

    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
    btafoya@tafoyabarrett.com
    pbarrett@tafoyabarrett.com
    www.tafoyabarrett.com

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

     

    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 45 years. They are committed to providing the best service to their clients by developing strong personal relationships. THPK employs accountants specializing in a variety of areas, including agriculture, real estate and conservation easements.

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  • Appraisers

    Kori Satterfield
    Arnie Butler & Company
    300 Main, Suite 301
    Grand Junction, CO 81501
    Main: (970) 241-2716
    Direct: (970) 549-8803
    kori@arniebutler.com
    www.arniebutler.com

     

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

     

    Bill Boortz, President
    Mountain Valley and Plains, Inc.
    3650 S. Yosemite St., Suite 412
    Denver, CO 80237
    Office: (720) 961-9077
    bill@hwltd.net

     

    Kevin A. Chandler, MAI
    Chandler Consulting
    979 Kite Court
    Grand Junction, CO 81506
    Office: (970) 241-3968
    chandler@springsips.com

     

    Kevin McCarty
    Shiloh Wittler
    Betsy Wagner
    McCarty Land and Water
    P.O. Box 407
    Berthoud, CO 80513
    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, Northwest Colorado and Southeast Wyoming. Kevin McCarty has over 30 years of appraisal experience including two decades of conservation easement appraisal work.  Kevin has completed conservation easement assignments for numerous land trusts, landowners, the State of Colorado and the Internal Revenue Service.  Shiloh Wittler has been with the company for 8 years and is a certified general appraiser .

     

    Michael Nash
    Joseph Franklin
    Amy Williams
    Nash-Johnson Associates, Inc.
    4045 South Broadway, Suite 204
    Englewood, CO  80113
    Office:  (303) 761-6103
    Fax:  (303) 761-1609
    mnash@nashjohnson.com
    jfranklin@nashjohnson.com
    awilliams@nashjohnson.com

    Mike is a real estate appraiser and consultant with 41 years of experience and who holds a MAI and AI-GRS designations from the Appraisal Institite.  His is an USPAP instructor and has been a real estate broker for 23 years.  The company, Nash-Johnson Associates, Inc., has been involved in real estate for 36 years and employs 6 appraisers in its two locations, Englewood and Hayden, Colorado.  They have appraised conservation easements in 46 counties of Colorado.

     

    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 for over three decades 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.

     

    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 (IRWA). He recently achieved the R/W-AC designation from IRWA recognizing expertise in appraisal of rights of way and partial interests.  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.

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  • Attorneys

    Melinda Beck
    Otten Johnson Robinson Neff + Ragonetti P.C.
    950 17th Street, Suite 1600
    Denver, CO 80202
    Office: (303) 575-7529
    Fax:  (303) 825-6525
    mbeck@ottenjohnson.com
    www.ottenjohnson.com

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

     

    Jeremy Cohen
    Burns, Figa & Will, P.C.
    6400 S. Fiddlers Green Circle, Suite 1000
    Greenwood Village, CO 80111
    Direct:  (720) 493-8062
    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
    Jane B. Fredman, LLC
    13511 Northgate Estates Drive, Suite 250
    Colorado Springs, CO 80921
    Office:  (719 ) 434-5607
    Fax:  (719) 471-1234
    jane@fredmanlawco.com
    juanita@fredmanlawco.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.

     

    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.

     

    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.

     

    Peter D. Nichols
    Berg, Hill, Greenleaf, Ruscitti LLP
    1712 Pearl Street
    Boulder, CO 80302
    201 Main Street
    Carbondale, CO 81623
    Office: (303) 402-1600
    Direct: (303) 345-2642
    Fax: (303) 402-1601
    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 director emeritus of the Colorado Water Trust.

     

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

    Bill and Heather has been providing legal advice to land owners, land trusts and governments for conservation easements and other conservation transactions since 1981.  They have 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, Inc.
    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, CMFC, CRPC
    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 principal and financial advisor at Colorado Capital Management. For over 14 years, Lee has enthusiastically helped clients integrate their financial planning and investment management goals.

     

    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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  • Baseline Preparers

    Dawn R. Reeder, Principal Biologist
    Rare Earth Science, LLC
    38696 Fruitland Mesa Road
    Crawford, CO 81415
    Mobile: (970) 527-8445
    dawn@rareearthscience.com
    www.rareearthscience.com

     

    David H. Hallock
    Earthwork Conservation Planning, LLC

    2478 Eldora Rd.
    Nederland, CO 80466
    Office: (303) 258-3672
    eldoradh@rmi.net

     

    Kelly Colfer
    Western Bionomics
    31040 Willow Ln.
    Steamboat Springs, CO 80487
    Office: (970) 870-9031
    kscolfer@westernbionomics.com

     

    Michael G. Figgs
    Nancy D. Lederer
    LREP, Inc.
    P.O Box 5
    Allenspark, CO 80510
    Office: (303) 747-2000
    mfiggs@indra.com

    Michael produces baseline documentation and reports, management and stewardship plans, trouble shoot natural resource management issues, and serve as an expert witness in court.

     

    Susan K. Sherrod, Ph.D
    Biohabitats

    1732 Wazee St, Suite 209
    Denver, CO 80202
    Office: (303) 477-0660
    ssherrod@biohabitats.com
    biohabitats.com

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  • Mineral Remote Assessment Preparers

    James Armstrong
    Rare Earth Science, LLC
    P.O. Box 222
    Gunnison, CO 81230-0222
    Phone: (970) 641-1144
    Cell:  (970) 250-9938
    jim@rareearthscience.com
    www.rareearthscience.com

    Rare Earth Science, LLC is a small natural-resources consulting firm based in western Colorado that has focused on land-conservation and habitat-protection projects since 2002.  We provide conservation easement due-diligence documentation (including mineral assessment/remoteness letters, baseline conditions reports, and environmental site assessment reports) and have completed hundreds of projects throughout Colorado, Kansas, Minnesota, New Mexico, Oklahoma, and Texas.

     

    Robert J. Peterson, Senior Engineer
    NorthWest Colorado Consultants, Inc.
    2580 Copper Ridge Dr.
    Steamboat Springs, CO 80487
    Phone: (970) 879-7888
    Fax: (970) 879-7891
    www.nwccusa.com

     

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