COLORADO PROFESSIONAL RESOURCES LIST

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1 COLORADO PROFESSIONAL RESOURCES LIST 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 S Bellaire Street #1010 Denver, Colorado Office: (303) Fax: (303) [email protected] [email protected] 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 Riverbend Road Boulder, CO Office: (303) 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 Office: (303) [email protected] 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.

2 Appraisers Arnie Butler Arnie Butler & Company 300 Main, Suite 301 Grand Junction, CO Office: (970) Fax: (970) West Foster Foster Valuation Company, LLC th Avenue, Suite 204 Greeley, CO Office: (970) 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 Office: (970) Fax: (970) 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 Timothy J. Lindsey 789 Clarkson Street, #204 Denver, CO Cell: (720) Office: (303) timothyatsafiya.us Tim Lindsey specializes in historic conservation facade easement appraisals.

3 Kevin McCarty Erin Seaman McCarty Land and Water 591 North Denver Avenue Loveland, CO Office: (970) Fax: (970) 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 Office: (970) 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 Office: (303) Fax: (303) [email protected] 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 Office: (303) Fax: (303) 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

4 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 Office: (970) Fax: (970) 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 Greenwood Plaza Boulevard Suite 404 Greenwood Village, CO Office:(303) Fax: (303) 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 [email protected] Bill Boortz has been with Hunsperger & Weston since 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 [email protected] Anne Renaud-Wilkinson RW Appraisal 200 South Main Street La Veta, CO (719) (office)

5 Attorneys Melinda Beck Ducker, Montgomery, Lewis & Bess, P.C Broadway, Suite 1400 (303) (office) Ruth Cornfeld Becker 1942 Broadway, Ste 510 Boulder, CO Office: (303) Fax: (720) 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 th Street, #1500 Office: (303) Fax: (303) 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 th Street, Suite 3000 Office: (303) 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 Office: (970)

6 Ernie Fazekas Folkstead Fazekas Barrick & Patoile, P.C. 18 South Wilcox Street, #200 Castle Rock, CO Office: (303) Fax: (303) Kent Holsinger Holsinger Law, LLC 350 Indiana Street Suite 640 Golden, CO Office: (303) 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 Office: (303) Fax: (303) [email protected] 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 Office: (970) Fax: (970) [email protected] 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.

7 Daniel P. Kapsak, JD, M. Div. The Kapsak Law Firm, LLC 1610 Hover Road, Suite 203 Longmont, CO Office: (303) Fax: (303) 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 Denver, CO Office: (303) x125 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 th Street, Suite 1500 Office: (303) Financial Planners Terri Hickman Financial Consultant Grand River Financial Partners 300 Main Street, Suite 310 Grand Juncion, CO Office: (970) Fax: (970) 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.)

8 Marc Cutilletta Financial Advisor Private Client Wealth Management Citigroup Global Markets-Smith Barney th Street #2800 Denver CO Office: (303) Toll Free: (800) Fax:(303) 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 Office: (303) Adam Miller ElderAdo Financial 1100 S. Townsend Avenue Montrose, CO Office: (970) Toll Free: (877) Fax: (970) [email protected] 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. For more information, please contact: Tax Credit Connection, Inc Ariel Steele Owner 2919 W. 17 th Ave., Ste. 201 Longmont, CO [email protected] This information is not intended to be legal or financial advice. Please consult your own advisor.