Where Conservation Meets Tax Planning
WHEN: June 25, 2026, at 1pm via ZOOM
REGISTERBuilding on the legacy planning conversations at the New York Forest Owners Association May annual meeting, this free webinar takes the conservation toolkit one step further — into the specifics of how different financial situations match different conservation strategies.
Robert Davis (CEO, Winnakee Land Trust) and Nick Jensen (Mercer Advisors and NYFOA Treasurer) will walk through several typical forest landowner profiles — a retiree managing RMDs or Roth conversions, a recently retired couple selling some acres to fund retirement, a landowner with significant land value but modest income, an heir uncertain what to do with inherited forest land — and show how conservation tools (easements, donations, bargain sales, the NY Conservation Easement Tax Credit, FCELT) might work for each.
If you’ve ever thought “that conservation idea sounds interesting, but I have no idea whether it would actually work for me” — this session is built for you. We’ll reserve time at the end for questions. Please note that this event is geared toward general education only, not personalized financial, tax, or legal advice. (Decisions about your specific situation should be made with your own CPA and attorney.)
If you have a specific scenario that you would like to see covered in this webinar,
please email uri@winnakee.org, and we will do our best to cover it.
This webinar is presented by The Woodland Stewards Collaborative: A new program partnership putting conservation-forward landowner education at its center.
The Woodland Stewards Collaborative, is a joint program partnership of Winnakee Land Trust and the New York Forest Owners Association (NYFOA), dedicated to empowering private landowners across New York with the knowledge and resources needed to be conservation-first stewards of their land. LEARN MORE ABOUT THE COLLABORATIVE
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