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.

 

Accountants

Damian L. Ederhoff, CPA
Bruce Gregory, CPA
Bauerle and Company, P.C.
1720 S Bellaire Street #1010
Denver, Colorado 80222
Office: (303) 759-0089
Fax: (303) 759-2189
dederhoff@bauerleco.com
bgregory@bauerleco.com

Damian and Bruce of Bauerle and Company, CPAs are a professional team of financial, tax and business consultants providing service to the real estate and construction industries for over twenty five years.

 

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

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

 

John Graham
Graham & Company P.C. CPAs & Consultants
5541 Central Avenue, Suite 155
Boulder, CO 80301
Office: (303) 253-7902
john@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 to save money on their state tax returns. In addition, John has placed a conservation easement on property he owns.

 

Appraisers

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

 

West Foster
Foster Valuation Company, LLC
1750 25th Avenue, Suite 204
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.

 

Ken Greenhill
Western Appraisal Service
P.O. Box 1384
Olathe, CO 81425
Office: (970) 323-0987
Fax: (970) 323-8987

Ken is a certified general appraiser with extensive experience appraising farms and ranch lands, vacant land and conservation easements.  Ken has been appraising conservation easements in Montrose, Delta, Gunnison and Ouray counties since 2002.

 

Timothy J. Lindsey
789 Clarkson Street, #204
Denver, CO 80218
Cell: (720) 297-9731
Office: (303) 861-7601
timothyatsafiya.us

Tim Lindsey specializes in historic conservation facade easement appraisals.

 

Kevin McCarty
Erin Seaman
McCarty Land and Water
591 North Denver Avenue
Loveland, CO 80537
Office: (970) 635-0900
Fax: (970) 635-0910
kevin@mccartylw.com
erin@mccartylw.com

Kevin has over 20 years of experience in the appraisal field, 13 of which while located in Colorado. Kevin specializes in land and water rights appraisals with over 84 conservation easement appraisals in the last six years spanning the mountain and plains areas of Colorado.

Erin Seaman has contributed significantly to these conservation easement appraisals, concentrating mainly in the mountain areas of Larimer, Boulder and Gilpin Counties.

 

Pamela Sant
Appraisal Associates of Colorado
128 N. 6th
Grand Junction, CO 81501
Office: (970) 256-7019
pamsant@frontier.net

Appraisal Associates of Colorado has commercial real property appraisers with 25 years combined experience with a practice limited to conservation easements for the last ten years including historic, open space, scenic and agricultural preservation. Pam Sant focuses on assignments on the Western Slope of Colorado.

 

Peter Sartucci
1277 Cressida Court
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 18 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.

 

Marcus B. Scott, MAI
Asset Valuation Advisors, LLP
9137 East Mineral Circle, Suite 310
Centennial, Colorado 80112
Office: (303) 858-8880
Fax: (303) 858-8885
www.AssetValuationAdvisors.com

Marc Scott currently serves on the Arapahoe County Open Space and Trails Advisory Board. His experience includes the valuation of commercial, industrial, multi-family residential, recreational, and special use properties. Marc’s appraisal practice is regional in scope with several areas of specialty including conservation easements, condemnation and general litigation support.  Marc generally focuses on conservation easement appraisals along the Front Range, but is willing to consider projects throughout the state.

 

Don Shannon
Shannon & Associates
215 West Oak Street
Fort Collins, CO 80521
Office: (970)482-1010
Fax: (970) 221-4444

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.

 

Mark S. Weston
Bill Boortz
Hunsperger & Weston, Ltd.
5889 Greenwood Plaza Boulevard
Suite 404
Greenwood Village, CO 80111
Office:(303) 741-5918
Fax: (303) 741-2111
www.hwltd.net

Hunsperger & Weston has worked in forty Colorado counties, as well as Montana & Wyoming

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, and speaks frequently on issues relating to appraisals and partial interest valuation – mark@hwltd.net 

Bill Boortz has been with Hunsperger & Weston since 1998. Prior to that Bill worked at Grand County and Douglas County assessor’s offices. He has been active the entire time he has been with Hunsperger & Weston appraising conservation easements in Colorado – bill@hwltd.net

 

Anne Renaud-Wilkinson
RW Appraisal
200 South Main Street
La Veta, CO 81055
(719) 742- 3888 (office)

 

Attorneys

Melinda Beck
Ducker, Montgomery, Lewis & Bess, P.C.
1560 Broadway, Suite 1400
Denver, CO 80202
(303) 228-2503 (office)
mbeck@duckerlaw.com

 

Ruth Cornfeld Becker
1942 Broadway, Ste 510
Boulder, CO 80302
Office: (303) 554-6150
Fax: (720) 304-0020
rbeckerlaw@comcast.net

Ruth Becker specializes in real estate and conservation law. She also has extensive experience with conservation easement tax credit exchanges.

 

Willis Carpenter
Carpenter & Klatskin, P.C.
518 - 17th Street, #1500
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.

 

Mike Dubetz
Sherman & Howard
633 17th Street, Suite 3000
Denver, CO 80202
Office: (303) 299-8464
mdubetz@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 Emmett
P.O. Box 458
Durango, CO 81302
Office: (970) 247-2573

 

Ernie Fazekas
Folkstead Fazekas Barrick & Patoile, P.C.
18 South Wilcox Street, #200
Castle Rock, CO 80104-1909
Office: (303) 688-3045
Fax: (303) 688-3189
fazekas@ffcolorado.com

 

Kent Holsinger
Holsinger Law, LLC
350 Indiana Street
Suite 640
Golden, CO 80401
Office: (303) 577-4621
kent@holsingerlaw.com
www.holsingerlaw.com

Kent Holsinger is the founder of Holsinger Law, LLC in Golden, Colorado. Kent comes from a ranching family in Northern Colorado. He specializes in lands, wildlife and water law.

 

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

Jessica Jay is the founding partner of Conservation Law, P.C., a law firm devoted to ensuring the permanence of conservation through sound land conservation transactions and the defense and enforcement of perpetual conservation easements. Ms. Jay represents and partners with land trusts, government entities, and landowners to conserve working landscapes and environmentally significant properties in the Rocky Mountain West.

 

Gregg Kampf
Hoskin, Farina & Kampf
P.O. Box 40
Grand Junction, CO 81502
Office: (970) 242-4903
Fax: (970) 241-3760
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
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, and estate tax mitigation, as well as disability and health care planning. Dan Kapsak is licensed to practice in both Colorado and Nebraska.

 

Peter Nichols
Trout Raley Montano Witwer & Freeman
1120 Lincoln Street, Ste. 1600
Denver, CO 80203-2141
Office: (303) 861-1963 x125
pnichols@troutlaw.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.

 

Bill Silberstein
Isaacson Rosenbaum, P.C.
633 17th Street, Suite 1500
Denver, CO 80202
Office: (303) 292-5656

 

Financial Planners

Terri Hickman
Financial Consultant
Grand River Financial Partners
300 Main Street, Suite 310
Grand Juncion, CO 81501
Office: (970) 242-7100
Fax: (970) 242-7110
terri.hickman@lpl.com
hickman.coloradofinancialpartners.com

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.)

 

Marc Cutilletta
Financial Advisor
Private Client Wealth Management
Citigroup Global Markets-Smith Barney
370 17th Street #2800 Denver CO 80202
Office: (303) 572-4843
Toll Free: (800) 477-3041
Fax:(303) 825-4407

Marc is a Financial Advisor with Smith Barney who specializes in helping Landowners answer the important financial planning questions that frequently come up during conservation easement transactions. "A Conservation Easement is not only a reward for your good stewardship of the land, but with proper financial planning, it can serve as an opportunity to leave behind a legacy to those you love and care about."-Marc Cutilletta Smith Barney.

 

Tim Schott
Lee Strongwater
Strongwater Schott
1743 Wazee Street, Ste. 375
Denver, CO 80202
Office: (303) 225-5355

 

Adam Miller
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.