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Conservation Easements: Regulatory & Legislation Update

CONSERVATION EASEMENTS: REGULATORY & LEGISLATION UPDATE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 11, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

With charitable conservation easements receiving a lot of media coverage, past and current investors alike have been inquiring about these legislative changes. Check out this webinar to get up to speed on the latest developments concerning these projects and the investments they have received in the past. This webinar is a great resource for CPAs and investors alike.

Learning Objectives:


  • Identify legislative changes concerning charitable conservation easements

  • Summarize updates regarding this topic as developments arise

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations.

In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts).

He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology and pharmaceutical company, just to name a few.

Dan has worked with technology services, software, real estate, retail, manufacturing companies, professional services firms (mainly law firms and marketing services), marketing/advertising agencies, dental practices, medical practices, and various other industries, providing each with the specific financial guidance needed to establish sustained business growth and financial health.

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Credo helps companies to come up with new innovative ways to spur their growth and mitigate risks. Let us transform a strategic vision into practical results that lead to costs reductions and business model transformations.