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. 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 (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 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 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 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 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. For more information, please contact: Tax Credit Connection, Inc. 303 774 8127 Ariel Steele Owner 2919 W. 17 th Ave., Ste. 201 Longmont, CO 80503 ariel@taxcreditconnection.com www.taxcreditconnection.com. This information is not intended to be legal or financial advice. Please consult your own advisor.