Document / Guidance

Tax Shelter Advisory Flowchart

Posted 2017 Updated November 21, 2024
Source
Land Trust Alliance
About This Guidance

Due to recent changes in federal law, the information formerly contained on this page is no longer accurate.

Do you need to use the tax shelter advisory? Use this flowchart to find out if it applies to your transaction.

Disclaimer

These resources are provided "as is" for informational purposes only, without warranty of any kind. They do not constitute legal or professional advice and do not create an attorney-client relationship. They may not reflect current legal developments and should be adapted for your organization with qualified professional help. The Alliance is not liable for any damages arising from use of or reliance on these resources. Views in individual posts and third-party links/logos are not Alliance endorsements. The Alliance is committed to equal opportunity and does not condone unlawful discrimination.

For accreditation-related materials, please also consult the Land Trust Accreditation Commission website.