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.comWipfli 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.comDavid 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.comJohn 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.comBrad 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.comTHPK, 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 & Associates
300 Main, Suite 301
Grand Junction, CO 81501
Main: (970) 241-2716
Direct: (970) 549-8803
kori@arniebutler.com
www.arniebutler.comMaggie Love, MAI
Love Appraisals
P.O. Drawer C
Cortez, CO 81321
Office: (970) 565-8578
Fax: (970) 565-8889
loveappraisals@beyondbb.comBill Boortz, President
Mountain Valley and Plains, Inc.
3650 S. Yosemite St., Suite 412
Denver, CO 80237
Office: (720) 961-9077
bill@hwltd.netKevin A. Chandler, MAI
Chandler Consulting
979 Kite Court
Grand Junction, CO 81506
Office: (970) 241-3968
chandler@springsips.comKevin 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.comMcCarty 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.comMike 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.comJohn 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.comPeter 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.netKevin 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.comMelinda 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.comJeremy’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.comMike 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.netRepresenting 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.fredmanlawco.comJane 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.comHolsinger 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.comGregg 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.comPeter 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.comBill 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.comSusan 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.bizTerri 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.comLee 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.comAdam 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.comDavid H. Hallock
Earthwork Conservation Planning, LLC
2478 Eldora Rd.
Nederland, CO 80466
Office: (303) 258-3672
eldoradh@rmi.netKelly Colfer
Western Bionomics
31040 Willow Ln.
Steamboat Springs, CO 80487
Office: (970) 870-9031
kscolfer@westernbionomics.comMichael G. Figgs
Nancy D. Lederer
LREP, Inc.
P.O Box 5
Allenspark, CO 80510
Office: (303) 747-2000
mfiggs@indra.comMichael 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
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Biohabitats
1732 Wazee St, Suite 209
Denver, CO 80202
Office: (303) 477-0660
ssherrod@biohabitats.com
biohabitats.com
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.comRare 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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