Tax and Estate Planning in Capital River Region

 1031 Exchanges

   
Articles on 1031 Exchanges
13 Components of a Successful Transferable Development Right Program
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For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

Like-Kind Exchanges of Conservation Easements
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Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

What is a Like Kind Exchange?
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Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

Year End Exchanges
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Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

Qualified Intermediaries
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A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

1031 Exchanges Organizations & Professionals
There are 66 resources serving Capital River Region in the following categories:
map itMap of 1031 Exchanges Organizations & Professionals serving Capital River Region
Agricultural Law Attorneys
Farm Commons
Rachel Armstrong - Madison, WI
Farmer's Legal Action Group
- St. Paul, MN
Green Lodestar Communications & Consulting, LLC
Kristen M. Ploetz, Esq. - Founder & Manager - Quincy, MA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
James M. Ash
Husch Blackwell LLP - Kansas City, MO
Estate Planners
Aaron R. Edwards
Daniel Coker Horton & Bell, P.A - Jackson, MS
Amanda Green Alexander
Alexander and Watson, P.A. - Jackson, MS
Ancil L. Cox Jr.
Cox & Moore, PLLC - Cleveland, MS
Blake T. Headley, CFP®
BlackSummit Financial Group - Ridgeland, MS
Brooke Bryan CFP
Trustmark Financial Services - Financial Consultant - Jackson, MS
Charles L. Thompson, Jr., CFP®
Thompson, Diaz, Baxter & Assoc - Biloxi, MS
Danny C. Williams, CFP®
Woodridge Capital - Ridgeland, MS
David W. Russell, CFP®
Pinnacle Trust Company, Inc. - Madison, MS
Dudley M. Barnes, CFP®
Barnes-Pettey Financial Advisors, LLC - Clarksdale, MS
Edward Owens Watson
Alexander and Watson, P.A. - Jackson, MS
G. Michael Massey
Massey Higginbotham Vise & Phillips, P.A. - Attorney - Jackson, MS
J. Randall Mascagni, CFP®
Mascagni Wealth Management - Clinton, MS
J. Thomas Grantham, Jr., CPA, CFP, PFS, ABV
GranthamPoole, Certified Public Accountants - Managing Partner - Ridgeland, MS
Jason K. Branning, CFP®
Branning Wealth Management, LLC - Ridgeland, MS
John C. Cox
Cox & Moore, PLLC - Cleveland, MS
Michael P. Denny, CPA, CFP®
GranthamPoole, Certified Public Accountants - Partner - Ridgeland, MS
Richard G. Barnes, Jr., CLU, ChFC, CFP®
LPL Financial - Ridgeland, MS
Stan P. Purvis, CPA, CFP®
HORNE Wealth Advisors - Partner in Charge - Ridgeland, MS
Steve K. Sessums, CPA, ABV, CBM
May & Company, LLP - Partner - Vicksburg , MS
Unique Places LLC
Jeff Fisher - CEO - Durham, NC
W. Bruce Lewis
Gwin Lewis & Punches, LLP - Natchez, MS
W. Patrick Harmon, CPA/PFS, CFP®
Fortenberry & Ballard, PC - Brandon, MS
Ward W. VanSkiver, CFP®
- Jackson, MS
Estate Planning Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Claudia Kiernan, Esq., CES
Investment Property Exchange Services, Inc - Vice President / Regional Manager - St. Augustine, FL
Custom 1031 Inc.
- Spokane, WA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
Futura 1031, Inc.
Glenda Sibbald, CES - President, Exchange Coordinator - Roseburg, OR
Gibson Realty & Land Company
- Mccomb, MS
Jonathan Goode
Southeastern Land Group - Accredited Land Consultant - Centreville, AL
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Paul Gonwa
The Overby Company - Broker Associate, Registered Forester - Jackson, MS
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Scott Lindsey
United Country-Gibson Realty & Land Company - Mccomb, MS
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
J. Paul Varner
Butler Snow - Ridgeland, MS
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
John B. (Jack) Nichols
Butler Snow - Ridgeland, MS
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA

 Conservation Easements

   
Articles on Conservation Easements
Conservation Easements: How Flexible Is Too Flexible?

To ensure the continued conservation of natural resources and habitats, it is important to ensure that easements are not simply undone by successors to the original parties after the tax benefits have been realized.& ...

Mitigation and Conservation Banking
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To many landowners a threatened or endangered (T&E) species on their property is anathema because it can herald all kinds of state and federal limitations on use of their property.& ...

pdf 2015 National Land Trust Census Report
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Our common ground and collective impact.

Conservation Easements
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One tool for estate planners is the conservation easement, by which a landowner voluntarily restricts his or her land from being developed, restricts the amount of development or protects existing features, like a building facade with historic value.

pdf Conservation Easements: A Tool for Preventing the Fragmentation of Family Lands
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Land stewards can use conservation easements to help manage the future. Conservation easements can be created to protect different natural assets ranging from endangered species and water sources to productive, open space and agricultural land.

Uniform Conservation Easement Act Summary
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Although traditional uses of land for industrial, commercial, residential and agricultural purposes have continued, conservation and historic preservation have become important as well.

pdf Summary of Findings Assessment of the Effects of Conservation Practices on Cultivated Cropland in the Lower Mississippi River Basin
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pdf Key Findings from the CEAP-Cropland Assessment of the Effects of Conservation Practices on Cultivated Cropland in the Lower Mississippi River Basin
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Fact Sheet.

Conservation Easements – The Latest Tool in the Protection of Lands and Landscapes in the Mississippi Delta
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Conservation easements have been utilized as a primary tool for land protection in the United States for approximately thirty years. The movement started in the Northeastern part of the country and has slowly, but steadily, made its way to the Southeast; the Mississippi Alluvial Valley to be specific.

pdf Uniform Conservation Easement Act (with 2007 Amendments)
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The Act enables durable restrictions and affirmative obligations to be attached to real property to protect natural and historic resources.

pdf Multi-Generational Ownership and Planning for Family Owned Properties
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The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

Forever Donation
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A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

Tax Benefits of Donating Conservation Land
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There are several kinds of tax benefits available to donors of land or conservation easements. This article attempts to summarize these benefits and provide some examples of how they work.

NRCS Migratory Bird Habitat Initiative and NFWF Recovered Oil Fund

In response to the Deepwater Horizon oil spill in the Gulf of Mexico, which is fouling beaches, marshes and mudflats all along the northern Gulf coast, the Natural Resources Conservation Service (NRCS) has created the Migratory Bird Habitat Initiative.& ...

What is a Land Trust?

Land trusts are non-profit organizations directly involved in the permanent protection of land and its resources for the public benefit. A trust may operate on a local, state, regional, or national level.

Bundle Of Rights Approach To Value
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The bundle of rights theory maintains that ownership of a parcel of real estate may embrace a great many rights, such as the right to its occupancy and use; the right to sell it in whole or in part; the right to bequeath; the right to transfer by contract for specified periods of time, the benefits to be derived by occupancy and use of the real estate.

Barthell Joseph and the Wetland Reserve Program

While in college, Barthell Joseph made several trips to the home of a friend whose family owned property near Hollandale, Mississippi, close to the Mississippi River.

Fred Bordelon's and Ernie Lane's Forest

Ernie Lane and Fred Bordelon grew up Greenville, Mississippi where they developed an appreciation for the bottomland hardwood forests in the floodplain of the Mississippi River.

pdf 2014 Farm Bill Field Guide to Fish and Wildlife Conservation
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The 2014 Farm Bill Field Guide to Fish and Wildlife Conservation was prepared as an introduction for fish and wildlife conservation providers – the on-the-ground biologists and conservation partners who help deliver Farm Bill conservation programs to landowners.

Preserving Big Black River of Mississippi

The Mississippi Land Trust and Ferris negotiated the terms of the conservation easement together. This binding agreement prohibits any development not compatible with a relatively natural preserve.

Coles Creek Land and Timber Company

Coles Creek Land and Timber Company (Coles Creek) is located approximately ten miles north of Natchez, Mississippi across the river from Waterproof, Louisiana.

Goldsby Easement Helps Preserve Mississippi River

The Duck Lake Project exemplifies what can happen when business, government and conservation interests work together to protect the environment.

13 Components of a Successful Transferable Development Right Program
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For those of you who don’t know, TDR stands for Transferable Development Rights. Simply put, these are typically programs that are designed by local government to allow for the free market transfer of subdivision or development rights from a rural (agricultural and/or conservation) zone to a designated development zone within a jurisdiction.& ...

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

pdf Conservation Easements and Economic Incentives
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The Mississippi Delta: Land Worth Conserving. The following is the speech given by the Resources First Foundation's Conservation Tax Center Director, Breana Behrens, given on Saturday, October 26 as a part of the inagural Tara Talks, at the Tara Wildlife in Mississippi.

pdf Working Lands For Wildlife
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Through Working Lands for Wildlife —a voluntary, incentive-based effort—the Natural Resources Conservation Service (NRCS) and its conservation partners will provide landowners with technical and financial assistance to: Restore populations of declining wildlife species.

pdf NextGen Conservation: Peninsula Open Space Trust engages Millennials in its mission.
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The 80 million-plus Millennials in the United States represent the next generation of potential land trust supporters and advocates.

pdf Putting Smart Growth to Work in Rural Communities
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Many rural communities are facing challenges, including rapid growth at metropolitan edges, declining rural populations, and loss of working lands.

pdf Conservation of Private Lands: Opportunities and Challenges for the States
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Private land conservation initiatives are a critical component of any state-level quality of life agenda. Although concerns over sprawl, including the loss of prime agricultural lands and significant green space, continue to be one of the underlying rallying cries in support of state-level smart growth initiatives, the fact remains that with few exceptions, conservation of privately-owned working lands has not received significant attention in smart growth literature or conferences.

pdf Bosque Canyon Ranch v. Comm’r—Partnerships Denied Deductions for Conservation Easements Allowing Movable Homesites and Taxed on Disguised Sales of Homesites
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Bosque Canyon Ranch, L.P. located in the hill country of Texas was just denied $15.9 million of deductions claimed by partnerships for the donation of conservation easements on two grounds in a tax court decision.

pdf A Land Conservation Vision for the Gulf of Mexico Region
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The Gulf Partnership is committed to Strategic Conservation, the identification of the most important areas in a region for conservation, restoration and long-term management.

6 Basic Steps to Conveying a Conservation Easement
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How does one go about donating or selling a conservation easement.? There is no one right way to go about it. However, the following outline shows the most common steps to the process.

The Conservation Easement Quiz
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Take a quick quiz and test your knowledge on conservation easements and learn if they can work for you.

Conservation Easement Paragraph Databank
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The CE Paragraph Databank is a work in progress assembled by the Stanford Conservation and Climate Change Drafting Committee and a number of CE professionals assisting in the work.

Conservation Easements and the 2010 Roth Conversion: A symbiotic relationship
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It may come as a shock, but there is a sort of symbiotic relationship at work between property owners with conservation easements and the IRS.

Hypothetical: How a Conservation Easement Works

A simple example illustrates how a conservation easement works in practice. Let’s assume pressure from buyers building vacation homes has pushed the value of land up in recent years to the point where the family is concerned about how the next generation will pay the estate tax bill without selling the land.

pdf Using Conservation Easements to Protect Working Forests
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For decades, conservation easements have protected open space values such as wildlife habitat, ecological diversity, recreational access and aesthetics.

pdf Farm and Forest Land Preservation With Conservation Easements
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This publication is intended to provide basic information on conservation easements for landowners, community leaders, students and other interested individuals.

The Importance of Land Trusts to Forestry
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Almost everyone in forestry has heard of land trusts since they have become a common fixture especially in areas that are rapidly urbanizing.

Conservation Easements: Donor Beware
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Conservation easements have garnered significant attention and gained popularity over the last few years due in part to the availability of federal tax deductions and Virginia state tax credits associated with conservation easements.

Easements prove valuable in efforts to protect land
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Practically no one had heard of conservation easements 15 years ago when Charleston native Herbert J. Butler began trying to protect his hundreds of acres of former rice fields.

pdf State of the Land 2006, A brief inventory of public and private land in the United States
By: and and

“In wildness is the preservation of the world.” Quoted from an essay by Thoreau lamenting the way in which modern urban life has made natural resources into commodities and isolated people from the natural processes on which their lives depended.

Land Preservation: An Essential Ingredient in Smart Growth
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The preservation of land for working rural landscapes, wildlife habitat, urban parks, recreational trails, and protecting water supplies and floodplains is emerging as an integral component of smart growth programs.

pdf An Overview of Financial Alternatives for Land Conservation Transactions
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Clearly, the motivation for a land conservation transaction is often the desire of the landowner to safeguard the property. However, this objective must be balanced with the need to maximize the return to the landowner.

Conservation Easements Organizations & Professionals
There are 256 resources serving Capital River Region in the following categories:
map itMap of Conservation Easements Organizations & Professionals serving Capital River Region
Agricultural Law Attorneys
Farm Commons
Rachel Armstrong - Madison, WI
Farmer's Legal Action Group
- St. Paul, MN
Green Lodestar Communications & Consulting, LLC
Kristen M. Ploetz, Esq. - Founder & Manager - Quincy, MA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
James M. Ash
Husch Blackwell LLP - Kansas City, MO
Certified Appraisers
Aaron D. Bierschwale, ARA
Bierschwale Land Company, LLC - Owner, Real Estate Appraiser - Junction, TX
Adam Watson
TerraSource Valuation, LLC - Monroe, NC
American Forest Management
- Charlotte, NC
Bill Sexton Appraisals
- Southaven, MS
Bobby Bottin, MAI
Bottin Consulting Group, Inc. - Certified General Appraiser - Vicksburg, MS
Edward F. Travis
Edward F. Travis, Company, Inc - Mobile, AL
George W. Null, Jr., MAI
Collins & Null Appraisal Group, Inc. - Appraiser - Hattiesburg, MS
Gerald Barber, ASLA, IAAO, GAA
Barber & Mann, Inc. - President - Ridgeland, MS
Gerald Collins, MAI, SRA
Collins & Null Appraisal Group, Inc. - General Certified Appraiser - Hattiesburg, MS
Greg Sirmon R.F.,C.G.A
Sirmon & Associates - Registered Forester - Pelahatchie, MS
Harvey R. Little, MAI
Harvey Little Associates - Owner - Jackson, MS
James F. Coats
- Real Estate Appraiser - Grenada, MS
Jeffrey C. Wikle, MAI
TerraSource Valuation, LLC - Manager - Monroe, NC
Jodi Pries MBA, MSRE
AgVisory - Nassau, DE
John Fiser, SRA
Hal Fiser Agency - Appraiser/Real Estate Broker/Insurance Agent - Clarksdale, MS
John S. Evans, MAI
Research Appraisal, LLC - Managing Member - Madison, MS
Jonathan Null
Collins & Null Appraisal Group, Inc. - General Certified Appraiser - Hattiesburg, MS
K. Mark Brady, SRA
Brady & Company - Owner - Brandon, MS
Lannie B. Philley, AFM
Delta Land & Farm Mgmt Co, LLC - Appraiser, Manager - Mer Rouge, LA
Mark E. Dale, ACF
Forest Pro L.L.C. - Owner/ Forestry Consultant - Monticello, MS
Phil Bailey, MAI
TerraSource Valuation, LLC - Appraiser - Monroe, NC
Phil Cooley, CF
TerraSource Valuation, LLC - Monroe, NC
Randal L. Guthrie, ACF
John G. Guthrie and Sons, Inc. - Wiggins, MS
Ray Kinney
Barber & Kinney, LLC - Broker/General Appraiser - Ridgeland, MS
Reba B. Pepper, SRA
R.E. Appraiser - Benton, MS
Richard Gilmore
AgVisory - Charlton, MA
Robert J. Foster
Larson & McGowin, Inc. - President, Larson & McGowin Properties, LLC - Mobile, AL
Robert L. Crook, II, MAI
Robert L. Crook II, MAI, P.A. - President - Jackson, MS
Southern Forestry Consultants, Inc.
- Bainbridge, GA
Stephen S. Holcombe, MAI
Appraisal Services - Owner - Columbus, MS
Thomas R. Brickman
South40 Partners - Birmingham, AL
TimberCorp, Inc.
- Brandon, MS
Walley Forestry Consultants, Inc.
Jim Walley - General Manager/President - Ellisville, MS
Walter H. Gibbes, III, MAI
Gibbes Valuation Consultants, Inc. - President - McComb, MS
Warren E. Peters, ACF
Peters Forest Resources, Inc. - Baton Rouge, LA
Wombwell Appraisal Service
Robert Wombwell, MAI - Appraiser - Birmingham, AL
Conservation Groups and Associations
Agrarian Trust
Brooke Werley
AGree
Deborah Atwood - Executive Director - Washington, DC
Alliance for Community Trees
Carrie Gallagher - Executive Director - Washington, DC
America's Wetland Foundation
- New Orleans, LA
American Agri-Women
American Chestnut Foundation
Meghan Jordan - Director of Communications - Asheville, NC
American Forest Foundation
- Washington, DC
American Friends of Canadian Land Trusts
- Bellingham, WA
American Hiking Society
Gregory A. Miller, Ph.D - President - Silver Spring, MD
American Tree Farm System
- Washington, DC
Arbor Day Foundation
- Nebraska City, NE
Association of Fish & Wildlife Agencies
Ron Regan - Executive Director - Washington, DC
Bat Conservation International
Andrew Walker - Executive Director - Austin, TX
Black Bear Conservation Coalition
- Baton Rouge, LA
Canadian Parks and Wilderness Society - New Brunswick Chapter
Roberta Clowater - Executive Director - Fredericton, NB
Center for Large Landscape Conservation
Gary M. Tabor - Executive Director - Bozeman, MT
Chronic Wasting Disease Alliance
- Missoula, MT
CitSci.org
Greg Newman - Natural Resource Ecology Laboratory at Colorado State University - Fort Collins, CO
Civil War Preservation Trust
Jim Campi - Policy and Communications Director - Washington, DC
Coastal Conservation Association - National
- Houston, TX
Conservation Technology Information Center (CTIC)
- West Lafayette, IN
Continental Dialogue on Non-Native Forests Insects and Diseases
Frank Lowenstein, Forest Health Program - The Nature Conservancy - Sheffield, MA
Delta F.A.R.M
Trey Cooke - Executive Director - Stoneville, MS
Delta Waterfowl - Mississippi
Scot Marcin and Bryan Leach (South Mississippi) - Regional Directors - Bismarck, ND
Dogwood Alliance
- Asheville, NC
East Gulf Coastal Plain Joint Venture
Catherine Rideout - Coordinator - Atlanta, GA
EcoResults!
- Flagstaff, AZ
Equine Land Conservation Resource
Deb Balliet - Chief Executive Officer - Lexington, KY
Federation of Southern Cooperatives Land Assistance Fund
Jerry Pennick - Director of Land Assistance Fund - East Point, GA
Forest Guild
Fred Clark - Executive Director - Santa Fe, NM
Forest Landowners Association
Scott P. Jones - Chief Executive Office - Atlanta, GA
Forest Stewardship Council
- Minneapolis, MN
Garden for Wildlife
National Wildlife Federation - Merrifield, VA
Gulf Coast Joint Venture
Barry Wilson, USFWS - GCJV Coordinator - Lafayette, LA
Gulf Restoration Network
Cyn Sarthou - Executive Director - New Orleans, LA
Land Conservation and Advocacy Trust
Steve Meltzer - Founder and Executive Director - Framingham, MA
Land Trust Alliance
- Washington, DC
Lower Delta Partnership
- Rolling Fork, MS
Lower Mississippi River Conservation Committee
Angeline Rodgers - Acting Coordinator - Vicksburg, MS
Lower Mississippi Valley Joint Venture
Keith McKnight - Coordinator - Vicksburg, MS
Mississippi Cattlemen's Association
LeAnne Peters - Director of Communications - Jackson, MS
Mississippi Flyway
Houston Havens - Mississippi Department of Wildlife, Fisheries, & Parks - Jackson, MS
Mississippi Forestry Association
Dave Godwin - Landowner Coordinator - Jackson, MS
Mississippi Wildlife Federation
- Madison , MS
National Association of State Foresters
Amanda Cooke - Director of Communications - Washington , DC
National Audubon Society
- New York, NY
National Bobwhite Conservation Initiative
John Doty - Communications Director - Knoxville, TN
National Family Farm Coaltion
- Washington, DC
National Fish and Wildlife Foundation
Jeff Trandahl - Executive Director and CEO - Washington, DC
National Forestry Association
Keith A. Argow - President, Director at Large - Vienna, VA
National Mitigation Banking Association
- Washington, DC
National Network of Forest Practitioners
Colin Donohue - Executive Director - Athens, OH
National Sustainable Agriculture Coalition
Jeremy Emmi - Managing Director - Washington, DC
National Trust for Historic Preservation
Amy Maniatis - Chief Marketing Officer - Washington, DC
National Wild Turkey Federation
Bryan Burhans - Director of Land Management Programs - Edgefield, SC
National Wildlife Federation
- Reston, VA
NatureServe
Mary Klein - President & CEO - Arlington, VA
Operation 1-1-1
Scott Burns - Director, Walton Family Foundation Environmental Focus Area - Washington, DC
Partners for Conservation
Steve Jester - Executive Director - Pueblo, CO
Partnership for Conservation
Randy Bampfield - Co-Chair- Legal Committee - Washington, DC
Partnership for Gulf Coast Land Conservation
Elizabeth Barber - Biloxi, MS
Partnership for Southern Forestland Conservation
- Clemson, SC
Pascagoula River Audubon Center
- Moss Point, MS
Pinchot Institute for Conservation
V. Alaric Sample - President - Washington, DC
Pollinator Partnership
- San Francisco, CA
Quail and Upland Wildlife Federation, Inc.
Craig A. Alderman - Executive Director - Buffalo, MO
Quail Unlimited - Mississippi Chapter
Edwin Lloyd - State Chairman: #1015 - Starkville, MS
Quality Deer Management Association
- Bogart, GA
Restore the Mississippi River Delta
- Baton Rouge, LA
Sand County Foundation
Kevin Kiley, Development & Communications - Madison, WI
Shortleaf Pine Initiative
Holly Campbell - Southern Regional Extension Forestry - Athens, GA
Southeast Watershed Forum
- Knoxville, TN
Southeastern Association of Fish and Wildlife Agencies
Curtis R Hopkins, Ph.D. - Executive Secretary - Jackson, MS
Southern Group of State Foresters
- Garner, NC
Sustainable Forestry Initiative
Kathy Abusow - President and CEO - Washington, DC
Sustainable Forests Roundtable
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO
Terrafirma RRG LLC
Jeremy Johnston - Account Administrator, Marsh Captive Solutions - Burlington, VT
The Climate Trust
- Portland, OR
The Congressional Sportsmen's Foundation
Lindsay Thomas - Chairman - Washington, DC
The Conservation Fund
- Arlington, VA
The Fund for Wild Nature
Jeff Petersen, Esq. - Executive Director - Kelso, WA
The Land Institute
- Salina, KS
The Longleaf Alliance
- Andalusia, AL
The Xerces Society for Invertebrate Conservation
- Portland, OR
Thunder Bay Field Naturalists
Bruce Thacker - President - Thunder Bay, ON
Trout Headwaters, Inc.
- Livingston, MT
Turtle Islands Earth Stewards
Tyhson Banighen - Tappen, BC
U.S. Farmers & Ranchers Alliance (USFRA)
- Chesterfield, MO
Upper Thames River Conservation Authority
Ian Wilcox - General Manager/Secretary-Treasurer - London, ON
USA National Phenology Network
Jake Weltzin - Executive Director - Tucson, AZ
Valleys 2000
Bill Huether - Treasurer - Bowmanville, ON
Ward Burton Wildlife Foundation
- Halifax, VA
Wild Ones
Donna VanBuecken - Executive Director - Neenah, WI
Wildlife Mississippi
Jim Cummins - Executive Director - Stoneville, MS
WildSouth
Ben Prater - Director of Conservation - Asheville , NC
Women, Food & Agriculture Network
- Ames, IA
Estate Planners
Aaron R. Edwards
Daniel Coker Horton & Bell, P.A - Jackson, MS
Amanda Green Alexander
Alexander and Watson, P.A. - Jackson, MS
Ancil L. Cox Jr.
Cox & Moore, PLLC - Cleveland, MS
Blake T. Headley, CFP®
BlackSummit Financial Group - Ridgeland, MS
Brooke Bryan CFP
Trustmark Financial Services - Financial Consultant - Jackson, MS
Charles L. Thompson, Jr., CFP®
Thompson, Diaz, Baxter & Assoc - Biloxi, MS
Danny C. Williams, CFP®
Woodridge Capital - Ridgeland, MS
David W. Russell, CFP®
Pinnacle Trust Company, Inc. - Madison, MS
Dudley M. Barnes, CFP®
Barnes-Pettey Financial Advisors, LLC - Clarksdale, MS
Edward Owens Watson
Alexander and Watson, P.A. - Jackson, MS
G. Michael Massey
Massey Higginbotham Vise & Phillips, P.A. - Attorney - Jackson, MS
J. Randall Mascagni, CFP®
Mascagni Wealth Management - Clinton, MS
J. Thomas Grantham, Jr., CPA, CFP, PFS, ABV
GranthamPoole, Certified Public Accountants - Managing Partner - Ridgeland, MS
Jason K. Branning, CFP®
Branning Wealth Management, LLC - Ridgeland, MS
John C. Cox
Cox & Moore, PLLC - Cleveland, MS
Michael P. Denny, CPA, CFP®
GranthamPoole, Certified Public Accountants - Partner - Ridgeland, MS
Richard G. Barnes, Jr., CLU, ChFC, CFP®
LPL Financial - Ridgeland, MS
Stan P. Purvis, CPA, CFP®
HORNE Wealth Advisors - Partner in Charge - Ridgeland, MS
Steve K. Sessums, CPA, ABV, CBM
May & Company, LLP - Partner - Vicksburg , MS
Unique Places LLC
Jeff Fisher - CEO - Durham, NC
W. Bruce Lewis
Gwin Lewis & Punches, LLP - Natchez, MS
W. Patrick Harmon, CPA/PFS, CFP®
Fortenberry & Ballard, PC - Brandon, MS
Ward W. VanSkiver, CFP®
- Jackson, MS
Estate Planning Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Federal and State Tax Incentives and Programs
Coastal Wetlands - Property Tax Benefits
MS
Current Agricultural Use Value
- Ohio Department of Agriculture Office of Farmland Preservation - Reynoldsburg, OH
Database of State Incentives for Renewables & Efficiency
N.C. Clean Energy Technology Center - Raleigh, NC
Federal Endangered Species Tax Deduction
US Fish and Wildlife Service - Arlington, VA
Mississippi Forestry Commission
Brendix Glasgow, - Mississippi Reforestation Tax Credit, district forester - Tupelo, MS
Mississippi Reforestation Income Tax Credit
Brendix Glasgow - District Forester, Northeast - Tupelo, MS
Ray Kinney
Barber & Kinney, LLC - Broker/General Appraiser - Ridgeland, MS
Land Trusts
Access Fund
Jim Chase - Operations Director - Boulder, CO
American Farmland Trust
- Washington, DC
Civil War Trust
Tom Gilmore - Director of Real Estate - Washington , DC
Couchiching Conservancy
Mark Bisset - Executive Director - Orillia, ON
Ducks Unlimited
Dale James - Manager of Conservaiton Planning and Land Protection Coordinator - Ridgeland, MS
East Mississippi Foothills Land Trust
Tommy Vincent - President - Meridian, MS
Mississippi Land Trust
Brian Ballinger - Stoneville, MS
Mississippi River Trust
- Stoneville, MS
National Wildlife Federation - South Central Regional Center
Susan Kaderka - Regional Executive Director - Austin, TX
North American Land Trust
Karen Mazza - Director of Conservation Easements - Chadds Ford, PA
Partnership for Gulf Coast Land Conservation
Elizabeth Barber - Biloxi, MS
Pelican Coast Conservancy
Walter C Ernest, IV - Director of Operation - Mobile, AL
Rocky Mountain Elk Foundation
- Missoula, MT
Southern Alberta Land Trust Society
Justin Thompson - Executive Director - High River, AB
Sportsmen's National Land Trust
- Agawam, MA
Thames Talbot Land Trust
Suzanne McDonald - Executive Director - London, ON
The Garden Conservancy
- Cold Spring, NY
The Land Conservancy
Cathy Armstrong - Executive Director - Victoria, BC
The Nature Conservancy, Mississippi Chapter Office
Keith Ouchley - State Director - Madison, MS
Thickson’s Woods Land Trust
Margaret Bain - President - Whitby, ON
Thousand Islands Watershed Land Trust
Marnie Ross - President - Lansdowne, ON
Watershed Land Trust
Frank Austenfeld, J.D. - Executive Director - Overland Park, KS
West Coast Islands Conservancy
Ron Pither - Mayne Island, BC
Wolf River Conservation Society, Inc.
- Pass Christian, MS
Lawyers
Aaron R. Edwards
Daniel Coker Horton & Bell, P.A - Jackson, MS
Amanda Green Alexander
Alexander and Watson, P.A. - Jackson, MS
Ancil L. Cox Jr.
Cox & Moore, PLLC - Cleveland, MS
Betty Ruth Fox
Watkins & Eager PLLC - Counsel - Jackson, MS
Bill Bridgforth
Ramsay, Bridgforth, Harrelson and Starling LLP - Pine Bluff, AR
Christiana S. Hassin
Watkins & Eager PLLC - Counsel - Jackson, MS
Douglas E Hassell
Teller, Chaney, Hassell & Hopson LLP - Vicksburg, MS
E. Howell Crosby
Chaffe McCall L.L.P. - New Orleans, LA
Edward Owens Watson
Alexander and Watson, P.A. - Jackson, MS
G. Michael Massey
Massey Higginbotham Vise & Phillips, P.A. - Attorney - Jackson, MS
Granville Tate Jr.
Brunini, Grantham, Grower & Hewes, PLLC - Member - Jackson, MS
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
J. Paul Varner
Butler Snow - Ridgeland, MS
John B. (Jack) Nichols
Butler Snow - Ridgeland, MS
John C. Cox
Cox & Moore, PLLC - Cleveland, MS
Joseph D. Nosef
Watkins & Eager PLLC - Counsel - Jackson, MS
Powell G. Ogletree, Jr.
Adams and Reese LLP - Jackson, MS
Unique Places LLC
Jeff Fisher - CEO - Durham, NC
W. Bruce Lewis
Gwin Lewis & Punches, LLP - Natchez, MS
Wendell L. Hoskins II
Midsouth Agricultural Law - Caruthersville, MO
Natural Resource Law Attorneys
Bradley Raffle
Conservation Capital - CEO - Eugene, OR
Endangered Species Law and Policy Group
Nossaman LLP - Los Angeles, CA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
James P. Moorhead
Moorhead Law Group, LLC - Founder and Principal - Chicago, IL
M. Reed Hopper
Pacific Legal Foundation - Principal Attorney, National Litigation Center - Sacramento, CA
Partnership for Conservation
Randy Bampfield - Co-Chair- Legal Committee - Washington, DC
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA
State Funding / Technical Resources
Black Belt Prairie Restoration Initiative
John Gruchy - Jackson, MS
Deer Management Assistance Program
Mississippi Department of Wildlife, Fisheries and Parks - Jackson, MS
Fire on the Forty
Scott Edwards - Mississippi Department of Wildlife, Fisheries and Parks - Mississippi State, MS
Forest Health Program
Randy Chapin - District Forester, Southwest - Brookhaven, MS
Forest Resource Development Program
Brendix Glasgow - District Forester, Northeast - Tupelo, MS
GoodFires
Southern Group of State Foresters - Garner, NC
Gulf of Mexico Coastal Ocean Observing System
Barb Kirkpatrick - Executive Director - College Station, TX
MDWFP Waterfowl Program
Houston Havens - Migratory Game Bird Biologist - Jackson, MS
Mississippi Crop Improvement Association
Bennie C. Keith - General Manager - Mississippi State, MS
Mississippi Department of Agriculture and Commerce
- Jackson, MS
Mississippi Department of Marine Resources
- Biloxi, MS
Mississippi Forest Legacy Program
Jim Hancock - MSRF #1367, Grant Coordination Forester - Jackson, MS
Mississippi Forest Stewardship Program
Jack White - Forest Stewardship Coordinator - Bay Springs, MS
Mississippi Forestry Commission
Charlie W. Morgan, Jr. - State Forester - Jackson, MS
Mississippi Forestry Commission - Private Lands
- Jackson, MS
Mississippi Interstate Cooperative Resource Association
Greg Conover - MICRA Coordinator, U.S. Fish and Wildlife Service - Marion, IL
Mississippi Landowner Incentive Program
MS
Mississippi Private Lands Habitat Program
Mississippi Department of Wildlife, Fisheries and Parks - Jackson, MS
National Bobwhite Conservation Initiative
John Doty - Communications Director - Knoxville, TN
Natural Resource Enterprises Program - Mississippi State University
Dr. Daryl Jones - Dept. of Wildlife and Fisheries - Mississippi State, MS
Southeast Prescribed Fire Update
North Carolina State University Extension Forestry - Raleigh, NC
Underserved Landowner Outreach Program
Sandra Ford - Underserved Landowner Coordinator, Alcorn State University - Alcorn State, MS
Whitewater to Bluewater Project
Lisa Havel - Atlantic Coastal Fish Habitat Partnership Coordinator - Arlington, VA
wildpiginfo
Bill Hamrick - Extension Associate III - Department of Wildlife, Fisheries & Aquaculture - Mississippi State, MS
Woodland Steward Series
Cradle of Forestry Interpretive Association, Extension Forestry-NC Cooperative Extension, NC Forest Service, US Forest Service - Raleigh, NC
Tax Advisors
J. Paul Varner
Butler Snow - Ridgeland, MS
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
John B. (Jack) Nichols
Butler Snow - Ridgeland, MS
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Mississippi Forestry Commission
Brendix Glasgow, - Mississippi Reforestation Tax Credit, district forester - Tupelo, MS
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO

 Succession Planning

   
Articles on Succession Planning
Land Link: Connecting retiring landowners and beginning farmers to keep agriculture alive
By:

Land Link is a valuable program that connects beginning farmers with retiring landowners to faciliate farm transfers. UPDATE: The Land Link Program was retired in 2016 and will be replaced by the Hank Rohling Land Legacy Program.

pdf Multi-Generational Ownership and Planning for Family Owned Properties
By:

The paper explains many of the common legal tools used by families to manage and/or transfer family lands, and gives a very good overview of the expectations and considerations families will face throughout the process.

Forever Donation
By:

A landowner recently asked us: What is the best way to ensure that the land I donate is not sold? We put the question to the land trust community and it generated quite a bit of activity on the land trust listserv.

pdf Estate Planning for Forest Landowners: What Will Become of Your Timberland?
By:

The purpose of this book is to provide guidelines and assistance to nonindustrial private  forest owners and the legal, tax, financial, insurance, and forestry professionals who serve  them on the application of estate planning techniques to forest properties.

Farm Succession plan important piece of the puzzle
By:

Designing a succession plan for your farm is important in protecting the assets that you've worked so long and hard to acquire.

pdf Guardianship and Conservatorships
By:

One of a parent’s greatest fears involves what will happen to his or her minor children in the event of the parent’s premature death or incapacity.

Federal Reforestation Deduction and Amortization

Qualified reforestation expenditures (or afforestation in the case of planting or seeding nonforested land) paid or incurred in a tax year to a maximum of $10,000 per qualified timber property (QTP) can be immediately deducted by all taxpayers, except trusts.

pdf REITs and Timber Taxation
By:

A real estate investment trust (REIT) is a special tax entity investing in real estate (such as shopping malls, apartments, and timberland).

Like-Kind Exchanges of Conservation Easements
By:

Certain individuals who own land with significant conservation value, for example landowners of wildlife habitat or open space, can preserve the character of their land, obtain additional property, and defer taxes on the transaction, all at the same time.

What is a Like Kind Exchange?
By:

Internal Revenue Code section 1031 establishes the rules for like-kind exchanges. This is a tool that can be used by private landowners to defer real estate transfer taxes by exchanging one piece of property for another.

Year End Exchanges
By:

Like-kind exchanges that commence in one tax year and end in a subsequent tax year are sometimes called Year End Exchanges. Year End Exchanges contain some unique benefits and some hidden pitfalls.

Qualified Intermediaries
By:

A qualified intermediary (QI) is a neutral party who may assist a landowner in facilitating a like-kind exchange. The QI enters into a written agreement, known as the exchange agreement, with the landowner.

Succession Planning Organizations & Professionals
There are 148 resources serving Capital River Region in the following categories:
map itMap of Succession Planning Organizations & Professionals serving Capital River Region
Conservation Real Estate
American Forest Management
- Charlotte, NC
Bob Griffin
Mississippi Land Company - Mayhew, MS
Brad Campbell
Southern Resource Service, Inc. - President - Starkville, MS
David Hawley
Mossy Oak Properties - Franchise Sales Associate - West Point, MS
Derek Dougherty
Dougherty & Dougherty Forestry Services, Inc. - Comer, GA
F&W Forestry Services
- Albany, GA
Gibson Realty & Land Company
- Mccomb, MS
Harvey R. Little, MAI
Harvey Little Associates - Owner - Jackson, MS
J.D. Johnson Realty & Investment, LLC
Jon-David Johnson - Broker - Madison, MS
Jeffrey C. Wikle, MAI
TerraSource Valuation, LLC - Manager - Monroe, NC
John B. Mitchell, Sr., ACF
Mitchell Forestry & Wildlife Services, Inc. - President - Corinth, MS
Jonathan Goode
Southeastern Land Group - Accredited Land Consultant - Centreville, AL
Kyle Bass
Gibson Realty and Land - McComb, MS
Mark Lewis
Mississippi Land Company - Mayhew, MS
Mike Goff
Wildlife Technical Services - Executive Vice President/Managing Partner - Vicksburg , MS
Mitchell Forestry & Wildlife Services, Inc.
- Corinth, MS
Phil Bailey, MAI
TerraSource Valuation, LLC - Appraiser - Monroe, NC
Randy Rice
Forest Owners, Inc. - Timberland Sales, LLC Member Broker - Sumrall, MS
Ray Kinney
Barber & Kinney, LLC - Broker/General Appraiser - Ridgeland, MS
Robert L. Crook, II, MAI
Robert L. Crook II, MAI, P.A. - President - Jackson, MS
Sartains Heritage Properties, LLC
J. Parker Sartain - Madison, MS
Scott Lindsey
United Country-Gibson Realty & Land Company - Mccomb, MS
Unique Places LLC
Jeff Fisher - CEO - Durham, NC
Walter H. Gibbes, III, MAI
Gibbes Valuation Consultants, Inc. - President - McComb, MS
Estate Planners
Aaron R. Edwards
Daniel Coker Horton & Bell, P.A - Jackson, MS
Amanda Green Alexander
Alexander and Watson, P.A. - Jackson, MS
Ancil L. Cox Jr.
Cox & Moore, PLLC - Cleveland, MS
Blake T. Headley, CFP®
BlackSummit Financial Group - Ridgeland, MS
Brooke Bryan CFP
Trustmark Financial Services - Financial Consultant - Jackson, MS
Charles L. Thompson, Jr., CFP®
Thompson, Diaz, Baxter & Assoc - Biloxi, MS
Danny C. Williams, CFP®
Woodridge Capital - Ridgeland, MS
David W. Russell, CFP®
Pinnacle Trust Company, Inc. - Madison, MS
Dudley M. Barnes, CFP®
Barnes-Pettey Financial Advisors, LLC - Clarksdale, MS
Edward Owens Watson
Alexander and Watson, P.A. - Jackson, MS
G. Michael Massey
Massey Higginbotham Vise & Phillips, P.A. - Attorney - Jackson, MS
J. Randall Mascagni, CFP®
Mascagni Wealth Management - Clinton, MS
J. Thomas Grantham, Jr., CPA, CFP, PFS, ABV
GranthamPoole, Certified Public Accountants - Managing Partner - Ridgeland, MS
Jason K. Branning, CFP®
Branning Wealth Management, LLC - Ridgeland, MS
John C. Cox
Cox & Moore, PLLC - Cleveland, MS
Michael P. Denny, CPA, CFP®
GranthamPoole, Certified Public Accountants - Partner - Ridgeland, MS
Richard G. Barnes, Jr., CLU, ChFC, CFP®
LPL Financial - Ridgeland, MS
Stan P. Purvis, CPA, CFP®
HORNE Wealth Advisors - Partner in Charge - Ridgeland, MS
Steve K. Sessums, CPA, ABV, CBM
May & Company, LLP - Partner - Vicksburg , MS
Unique Places LLC
Jeff Fisher - CEO - Durham, NC
W. Bruce Lewis
Gwin Lewis & Punches, LLP - Natchez, MS
W. Patrick Harmon, CPA/PFS, CFP®
Fortenberry & Ballard, PC - Brandon, MS
Ward W. VanSkiver, CFP®
- Jackson, MS
Estate Planning Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Financial Planners
Arthur Finkelberg, CFA®, CFP®
Raymond James & Associates - Senior Vice President, Investments - Ridgeland, MS
Blake T. Headley, CFP®
BlackSummit Financial Group - Ridgeland, MS
Brooke Bryan CFP
Trustmark Financial Services - Financial Consultant - Jackson, MS
Charles L. Thompson, Jr., CFP®
Thompson, Diaz, Baxter & Assoc - Biloxi, MS
Christopher E. Wells, CFP®, AIF®
Summit Wealth Group, Inc. - Vice-President - Madison, MS
Danny C. Williams, CFP®
Woodridge Capital - Ridgeland, MS
David S. Morse, CFP®
Coker and Palmer, Inc. - Jackson, MS
David W. Russell, CFP®
Pinnacle Trust Company, Inc. - Madison, MS
Dudley M. Barnes, CFP®
Barnes-Pettey Financial Advisors, LLC - Clarksdale, MS
First South Farm Credit
Roger Chappell - President & CEO - Ridgeland, MS
J. Randall Mascagni, CFP®
Mascagni Wealth Management - Clinton, MS
J. Thomas Grantham, Jr., CPA, CFP, PFS, ABV
GranthamPoole, Certified Public Accountants - Managing Partner - Ridgeland, MS
Jason K. Branning, CFP®
Branning Wealth Management, LLC - Ridgeland, MS
Julie Carpenter
Coker & Palmer, Inc. - Jackson, MS
Magnolia Energy Partners
Minot Weld - New Brunswick, NJ
Michael P. Denny, CPA, CFP®
GranthamPoole, Certified Public Accountants - Partner - Ridgeland, MS
Mike Byers
Coker & Palmer, Inc. - Jackson, MS
Phillip C. Burnett, Jr.
Coker & Palmer, Inc. - Jackson, MS
Reynolds Forestry Consulting & Real Estate, PLLC
Teddy Reynolds, B.S.F., R.F., S.R. - Magnolia, AR
Richard A. Sun, CFA
Sun & Co. - Founder and Owner - Jackson, MS
Richard G. Barnes, Jr., CLU, ChFC, CFP®
LPL Financial - Ridgeland, MS
Ruth C. Seawell
Larson & McGowin, Inc. - Vice President, Analytical Services - Mobile, AL
Scot Thigpen, CPA/PFS, CFP®
Solomon Financial Advisors, LLC. - President - Jackson, MS
Scott T. Marshall, CPA, CFP®
Marshall Financial Planning, LLC - Jackson, MS
Stan P. Purvis, CPA, CFP®
HORNE Wealth Advisors - Partner in Charge - Ridgeland, MS
Unique Places LLC
Jeff Fisher - CEO - Durham, NC
W. Patrick Harmon, CPA/PFS, CFP®
Fortenberry & Ballard, PC - Brandon, MS
Ward W. VanSkiver, CFP®
- Jackson, MS
Investment Advisers / CPAs
Daphne E. Smith
Larson & McGowin, Inc. - Controller - Mobile, AL
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
J. Randall Mascagni, CFP®
Mascagni Wealth Management - Clinton, MS
J. Thomas Grantham, Jr., CPA, CFP, PFS, ABV
GranthamPoole, Certified Public Accountants - Managing Partner - Ridgeland, MS
Mary Helen Miller
- Brookhaven, MS
Mary Helen Miller , CPA
Miller & White, Incorporated - Partner - Brookhaven, MS
Michael P. Denny, CPA, CFP®
GranthamPoole, Certified Public Accountants - Partner - Ridgeland, MS
Richard A. Sun, CFA
Sun & Co. - Founder and Owner - Jackson, MS
Scott T. Marshall, CPA, CFP®
Marshall Financial Planning, LLC - Jackson, MS
The Molpus Woodlands Group, LLC
- Jackson, MS
W. Patrick Harmon, CPA/PFS, CFP®
Fortenberry & Ballard, PC - Brandon, MS
Land Trusts
Access Fund
Jim Chase - Operations Director - Boulder, CO
American Farmland Trust
- Washington, DC
Civil War Trust
Tom Gilmore - Director of Real Estate - Washington , DC
Couchiching Conservancy
Mark Bisset - Executive Director - Orillia, ON
Ducks Unlimited
Dale James - Manager of Conservaiton Planning and Land Protection Coordinator - Ridgeland, MS
East Mississippi Foothills Land Trust
Tommy Vincent - President - Meridian, MS
Mississippi Land Trust
Brian Ballinger - Stoneville, MS
Mississippi River Trust
- Stoneville, MS
National Wildlife Federation - South Central Regional Center
Susan Kaderka - Regional Executive Director - Austin, TX
North American Land Trust
Karen Mazza - Director of Conservation Easements - Chadds Ford, PA
Partnership for Gulf Coast Land Conservation
Elizabeth Barber - Biloxi, MS
Pelican Coast Conservancy
Walter C Ernest, IV - Director of Operation - Mobile, AL
Rocky Mountain Elk Foundation
- Missoula, MT
Southern Alberta Land Trust Society
Justin Thompson - Executive Director - High River, AB
Sportsmen's National Land Trust
- Agawam, MA
Thames Talbot Land Trust
Suzanne McDonald - Executive Director - London, ON
The Garden Conservancy
- Cold Spring, NY
The Land Conservancy
Cathy Armstrong - Executive Director - Victoria, BC
The Nature Conservancy, Mississippi Chapter Office
Keith Ouchley - State Director - Madison, MS
Thickson’s Woods Land Trust
Margaret Bain - President - Whitby, ON
Thousand Islands Watershed Land Trust
Marnie Ross - President - Lansdowne, ON
Watershed Land Trust
Frank Austenfeld, J.D. - Executive Director - Overland Park, KS
West Coast Islands Conservancy
Ron Pither - Mayne Island, BC
Wolf River Conservation Society, Inc.
- Pass Christian, MS
Qualified Intermediaries for 1031 Exchanges
1031 Exchange Advantage, TM
- Carlsbad, CA
1031 Exchange Professionals Inc.
David Kuns - San Mateo, CA
1031X.com, Inc.
Steven Hickox and Christopher T. Sayre - Co-founders - Denver, CO
Acacia Exchange Services
- Healdsburg, CA
Amherst Exchange Corporation
- Santa Barbara, CA
Asset Exchange Company
- San Francisco, CA
Asset Preservation, Inc.
- Roseville, CA
Atlas 1031 Exchange, LLC
Andy Gustafson, Certified Exchange Specialist® - President and Founder - Fort Walton Beach, FL
Claudia Kiernan, Esq., CES
Investment Property Exchange Services, Inc - Vice President / Regional Manager - St. Augustine, FL
Custom 1031 Inc.
- Spokane, WA
Exchange Resources, Inc.
- San Diego, CA
Exeter 1031 Exchange Services, LLC
Elizabeth Harris - Vice President, Marketing & Business Development - San Diego, CA
Futura 1031, Inc.
Glenda Sibbald, CES - President, Exchange Coordinator - Roseburg, OR
Gibson Realty & Land Company
- Mccomb, MS
Jonathan Goode
Southeastern Land Group - Accredited Land Consultant - Centreville, AL
Mission Bank 1031 Exchange, LLC
- Bakersfield, CA
Old Republic Exchange Facilitator Company (OREXCO)
Lori De Martini, Esq. - President - Glendale, CA
Paul Gonwa
The Overby Company - Broker Associate, Registered Forester - Jackson, MS
Rosa Esqueda
Exeter 1031 Exchange Services, LLC - Senior 1031 Exchange Consultant - Los Angeles, CA
Safe Harbor Exchange, Inc.
- Tustin, CA
Scott Lindsey
United Country-Gibson Realty & Land Company - Mccomb, MS
Stephen Davis
Safe Harbor Asset Management - Huntington, NY
Steven W. Monk
Exeter 1031 Exchange Services, LLC - 1031 Exchange Consultant - Fresno, CA
The Exchange Connection, Inc.
- Snohomish, WA
Xchange Solutions, Inc.
- San Jose, CA
Tax Advisors
J. Paul Varner
Butler Snow - Ridgeland, MS
Jason B. Stinson, CCIM
Commercial Realty Services of Alabama, LLC - Managing Member & Principal - Gadsden, AL
John B. (Jack) Nichols
Butler Snow - Ridgeland, MS
The Simple Dollar
Trent Ham - Founder & ContributorIA
Water Street Solutions
- Peoria, IL
Tax Law Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA

 Tax Credits and Deductions

   
Articles on Tax Credits and Deductions
pdf Understanding Mississippi Property Taxes
By:

State Tax Credit Summary
By:

The Conservation Resource Center has assembled a report to assess the effectiveness of state income tax credits for the donation of conservation easements.

Tax Credits and Deductions Organizations & Professionals
There are 11 resources serving Capital River Region in the following categories:
map itMap of Tax Credits and Deductions Organizations & Professionals serving Capital River Region
Estate Planning Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Simon Sidamon-Eristof
Kalbian Hagerty LLP - of Counsel - Washington, DC
Tax Credit Brokers
Foss & Company
Tax Credit Specialists - San Francisco, CA
Mississippi Forestry Commission
Brendix Glasgow, - Mississippi Reforestation Tax Credit, district forester - Tupelo, MS
Tax Credit Connection, Inc.
Ariel Steele, Owner - Longmont, CO
Tax Law Attorneys
Hirschel T. Aboott
Stone Pigman - Member - New Orleans, LA
Husch Blackwell LLP
James M. Ash - Kansas City, MO
Morgan W. Alley
Dunton, Simmons & Dunton, L.L.P. - White Stone, VA
Stefan Nagel
Law Office of Stephen J. Small, Esq., P.C. - Newton, MA
 

 Google News about Tax and Estate Planning

The following news articles are provided by the Google News service and do not reflect the views or imply an endorsement by the Mississippi Land Conservation Assistance Network and its affiliates. We cannot guarantee the relevance of the content of this page or any links that may be followed from the articles herein.

1031 Exchanges News Items
Jefferson Title To Open New Branch In Trussville - Patch.com
9/15/2017 12:27:32 PM
Patch.com Jefferson Title To Open New Branch In Trussville Patch.com Amye von Seebach comes to Jefferson Title from a large Tampa-based real estate law firm where she was tasked with opening and managing a combined Alabama/ Mississippi office. She is a licensed title agent and admitted to practice law in Alabama ... and more »

August USDA Report: A Headscratcher - AgWeb
8/10/2017 4:37:58 PM
AgWeb August USDA Report: A Headscratcher AgWeb NASS forecasts record-high yields in Alabama, Louisiana, Michigan, Mississippi , New York, Pennsylvania, and South Carolina. Yet, farmers in South Dakota, Iowa, Minnesota, and Illinois are forecast to have yields below a year ago. For soybeans, USDA ... and more »

There Aren't Enough Slaughterhouses to Support the Farm-to-Table Economy - AgWeb
5/23/2017 12:22:34 PM
AgWeb There Aren't Enough Slaughterhouses to Support the Farm-to-Table Economy AgWeb ... Massachusetts, Michigan, Minnesota, Mississippi , Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode ... and more »

US Corn Fields Turn Into Lakes as Spring Deluge Floods Midwest - AgWeb
5/22/2017 2:38:30 PM
AgWeb US Corn Fields Turn Into Lakes as Spring Deluge Floods Midwest AgWeb Flood advisories have been posted along the Mississippi River and other waterways, many of which are still high after earlier downpours. Two more storms are forecast for this week, keeping corn and soybean planters idled and increasing quality losses ... and more »

Arkansas Rice Farmers Test Water-Saving Technique - AgWeb
4/26/2017 10:49:15 AM
AgWeb Arkansas Rice Farmers Test Water-Saving Technique AgWeb Generations of Arkansas rice growers who farmed the flood plains near the Mississippi River had little reason to pay attention to water supplies or their impact on a changing climate. Dan Hooks is different. Defying the common practice of constantly ... and more »

Deadly Weekend Tornadoes Rip Through Southeast - AgWeb
1/22/2017 6:30:16 PM
AgWeb Deadly Weekend Tornadoes Rip Through Southeast AgWeb A total of 35 tornadoes have been reported during the past 48 hours, according to the University of Michigan Climate and Space Sciences and Engineering resource, www.tornadopaths.org – including in Louisiana, Mississippi , Alabama and Georgia. and more »

Is Switchgrass the Answer? - AgWeb
1/6/2017 3:29:10 PM
Is Switchgrass the Answer? AgWeb ... Maryland, Massachusetts, Michigan, Minnesota, Mississippi , Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Northern Mariana Islands, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto ...

Duck Dynasty May Have Triggered a Weed Dynasty - AgWeb
11/20/2016 9:56:21 AM
AgWeb Duck Dynasty May Have Triggered a Weed Dynasty AgWeb Prior to 2008, Palmer presence in Missouri was confined to the Bootheel region but began to march up the Mississippi River along bottom lands, presumably transported during flooding. Just eight years later in 2016, Palmer is confirmed in 31 counties.

Conservation Easements News Items
Molpus Woodlands Group Announces Offering of 45,850 Acres of ... - Business Wire (press release)
7/24/2017 10:45:31 AM
Molpus Woodlands Group Announces Offering of 45,850 Acres of ... Business Wire (press release) Shot of the North Carolina property, one of four within the Project Magnolia offering, which also includes properties in Georgia, Alabama and Mississippi. (Photo: ... and more »

How to Protect the Environment Where It's Worked by Human Hands - The Nation.
6/19/2017 1:13:38 PM
The Nation. How to Protect the Environment Where It's Worked by Human Hands The Nation. Though John Muir, the eccentric wanderer and father of the conservation movement, trekked along the Mississippi Valley in his youth, he was ultimately more focused on protecting unpopulated Western wilderness than in places that were plowed, fished ...

Cat Island set to grow, but prospects dim for Biloxi amusement park - The Sun Herald
2/23/2017 7:59:23 PM
The Sun Herald Cat Island set to grow, but prospects dim for Biloxi amusement park The Sun Herald The project will take the land back to where it was in about 1990 and strict conservation easements will make sure it is preserved and not developed. ... Instead the cost was paid by the federal Mississippi Coastal Improvements Program. About $43 ...

Study: Past St. Cloud, pollution taints Mississippi - St. Cloud Times - St. Cloud Times
1/25/2017 4:37:11 PM
St. Cloud Times Study: Past St. Cloud, pollution taints Mississippi - St. Cloud Times St. Cloud Times The Upper Mississippi River is in good condition until it flows past St. Cloud, where polluted runoff from farms and cities flows in and threatens its health. and more »

How the upper Mississippi goes from pristine to polluted - Star Tribune - Minneapolis Star Tribune
1/24/2017 8:09:51 PM
Minneapolis Star Tribune How the upper Mississippi goes from pristine to polluted - Star Tribune Minneapolis Star Tribune New MPCA report is the state's first comprehensive look at the entire upper Mississippi. Study: The Mississippi is pretty healthy, until it gets south of St ... Minnesota Public Radio News all 3 news articles »

'Rancher, Farmer, Fisherman': Film Review | Sundance 2017 - Hollywood Reporter
1/20/2017 11:54:29 PM
Hollywood Reporter 'Rancher, Farmer, Fisherman': Film Review | Sundance 2017 Hollywood Reporter Magnificent aerial shots of breathtaking landscapes from the mighty Mississippi River to the Great Plains and the Rocky Mountains open Rancher, Farmer, Fisherman, an enlightening film for Discovery Channel based on Miriam Horn's best-selling book of ...

USDA Announces $49 Million Public-Private Investment to Improve Critical Wetlands in 12 States - USDA.gov (press release)
7/7/2016 11:40:28 AM
USDA Announces $49 Million Public-Private Investment to Improve Critical Wetlands in 12 States USDA.gov (press release) Louisiana: Over the next three years, partners will enroll up to 2,100 acres of new conservation easements in seven Mississippi River Basin Initiative watersheds. Benefits to the region include increasing habitat for fish and wildlife, improving water ... and more »

Succession Planning News Items
Community college presidency opening attracts 47 applications - Education Dive
9/19/2017 10:15:24 AM
Community college presidency opening attracts 47 applications Education Dive At some institutions in Georgia, Florida, North and South Carolina, and Mississippi , new leaders were appointed by boards without going through the full search process, which caused quite a stir at the institutions, but which leaders defended as ...

Nashville District recognized for employee viewpoints in 2016 survey - DVIDS (press release)
9/11/2017 3:32:02 PM
DVIDS (press release) Nashville District recognized for employee viewpoints in 2016 survey DVIDS (press release) The Memphis District in the Mississippi Valley Division and Detroit District in the Great Lakes and Ohio River Division were also recognized in the medium category. ... Some best practices from the top-performing organizations include recurring senior ...

Top backers renew support for union at Nissan in Mississippi - WTOP
8/1/2017 7:33:17 PM
WTOP Top backers renew support for union at Nissan in Mississippi WTOP As agencies prep for reorg, OPM to sharpen its succession planning tools · SBA mobilizes 'surge staff' at call center, Houston area to help Harvey recovery · TSP falls flat in August, Hurricane Harvey brings relaxation of rules · The White House's new ... and more »

Cloud accounting software not expected to replace CPAs - Mississippi Business Journal
6/15/2017 10:16:59 AM
Mississippi Business Journal Cloud accounting software not expected to replace CPAs Mississippi Business Journal But Dr. Shawn Mauldin, CPA, director of the Mississippi State University Adkerson School of Accountancy, said he doesn't foresee cloud accounting leading to a decline in the job market for CPAs and accountants in tax and other areas. “Tax preparation ...

Cotton Equipment Showing Strong Prices as Acres Surge in Mississippi - AgWeb
3/28/2017 3:30:18 PM
AgWeb Cotton Equipment Showing Strong Prices as Acres Surge in Mississippi AgWeb Green Mississippi fields will be a blanket of white this fall as area farmers are eyeing cotton as a more profitable crop to plant this year. “Out of the 8,500 acres we farm, I'm going to farm about 5,000 acres of cotton, and the other half, what's ...

Cotton is King Again in Mississippi - AgWeb
3/22/2017 2:11:15 PM
AgWeb Cotton is King Again in Mississippi AgWeb The USDA's Prospective Planting report will give the industry a starting point on acreage for the spring planting season, and cotton is looking to win back farmers in 2017. Early estimates are predicting up to 1 million acres. For Mississippi farmers ...

Succession planning and the executive search: A 'both-and' proposition - Education Dive
3/16/2017 10:58:53 AM
Succession planning and the executive search: A 'both-and' proposition Education Dive Institutions in Georgia, Florida, North and South Carolina, and Mississippi have all garnered attention recently for having new leaders appointed by boards or governors without going through the full search process. And while this process has been met ...

Tax Credits and Deductions News Items
We're Fighting A Wave Of Private School Voucher Bills Across The Country - Americans United (blog)
1/25/2017 10:02:31 AM
Americans United (blog) We're Fighting A Wave Of Private School Voucher Bills Across The Country Americans United (blog) 12 states have already introduced ESA legislation: Arkansas, California, Indiana, Iowa, Mississippi , Missouri, Nebraska, New Jersey, North Dakota, Oklahoma, Oregon, and Virginia. And in Nevada, where the state supreme court recently struck down its ESA ... and more »

Montana's geothermal credit mainly benefits the rich - The Bozeman Daily Chronicle
2/7/2016 7:06:27 AM
The Bozeman Daily Chronicle Montana's geothermal credit mainly benefits the rich The Bozeman Daily Chronicle In most states — including Connecticut, Florida, Indiana, Maryland, Mississippi and Rhode Island — all incentives are reviewed at least once every three to five years, according to a 2015 report by the Pew Charitable Trust. And between 2012 and 2014 ... and more »