Using the Historic Preservation Tax Credit for Small Projects – A GrowSmart Maine Breakfast Forum

Join GrowSmart Maine, PDT Architects and a panel of experts on April 29th for a forum discussing the opportunities and challenges in using the Historic Preservation Tax Credit for small projects.

This is the first of a series of conversational forums about topics relevant to sustainable growth in Maine. This first forum will focus on using Historic Preservation Tax Credits (HPTC) for small projects. You will hear from four panelists who bring expertise in development, historic preservation, public/private partnerships, financing and the legal work entailed in utilizing HPTCs and then the conversation will be opened up to all attending. Our goal is for you to leave more knowledgeable about the opportunities and challenges of using HPTCs and excited by the possibilities. Best of all, you will have had a great breakfast in good company.

Panel:

Kevin Bunker, Developers Collaborative
John Egan, CEI
Amy Cole Ives, Sutherland Conservation and Consulting
Christopher McLoon, Verrill Dana

 

Cost: $25 for members, $50 for non-members. Not a member?  Join today!

Panelist Bios:

Kevin Bunker, GrowSmart Maine Board Chair, is a founding principal of Developers Collaborative (DC), a smart growth real estate development firm located in Portland. Kevin founded DC with Richard Berman after graduating with distinction in 2007 from the Harvard University Graduate School of Design with a Master in Urban Planning degree. A former municipal planner and lobsterman in the Rockland area, Kevin is a principal on all of DC’s current projects, from Orono to Biddeford. Kevin brings experience in complex financing models including tax increment financing, use of tax credits, and other public private partnerships. Kevin is also an activist promoting the causes of smart growth and downtowns at the state and local level. Kevin sees great future growth in the area of public or institutional partnerships with the private sector and is responsible for DC’s continued expansion into this field. Kevin lives in Brunswick with his wife Amanda and their daughters Alex and Natalie.

John Egan has been in community development for 28 years. His current position as the Director of Housing Development at CEI also allows him to participate as a lender on the lending team at CEI. He has been with CEI for more than 13 years. CEI’s housing program operates throughout Maine, developing and lending on housing and other real estate projects. John also heads up CEI’s state historic tax credit investment in historic downtown properties. Before CEI, John worked for MaineHousing as manager of development programs, overseeing the tax credit and bond financed multifamily activity for Maine. He worked 12 years in Alaska as a developer and asset manager for several non-profits. He has attended numerous building science trainings and seminars on sustainability and energy efficiency. John holds a bachelor’s degree in Biology from Loyola University New Orleans, and a graduate certificate in public policy from the University of Maryland. John lives in Freeport with his wife and three kids.

 

 

Amy Cole Ives established Sutherland Conservation & Consulting (SCC) in 2007 to provide historic preservation and architectural conservation consulting services for private, non-profit and governmental clients. Since establishing SCC, Amy has facilitated NPS approvals for 28 Historic Tax Credit Part 2s and 18 Final Certifications and has been a regular speaker on the federal and state Historic Tax Credit programs throughout the state. Amy moved back to her home state in 1999 to work for the Maine Historic Preservation Commission after working as an architectural conservator in NY, PA and MA. While at the Commission, she co-authored L.D. 262 with Harry K. Schwartz, creating the 25% Maine Historic Rehabilitation Tax Credit. Amy received her undergraduate degree in American Studies from Smith College and her M.S. in Historic Preservation with a concentration in Architectural Conservation from the University of Pennsylvania. She lives in Hallowell with her husband, twin daughters and goofy dog.

Christopher McLoon is the chair of Verrill Dana’s Property & Community Development Group, a multi-disciplinary group designed to provide managed legal services to developers and investors of developments with a community impact. Christopher specializes in planning and documenting ownership, investment, and financing structures to achieve optimal business and tax results. Trained as a tax lawyer (NYU Law LL.M. `95), Christopher has a deep interest in unincorporated business entities. That explains why he chaired committees that drafted the current Maine statutes for partnerships, limited partnerships, and limited liability companies. And while he’s on all the usual prestige lists that lawyers (and only lawyers) love, Christopher delights and takes most pride in working with people who produce great projects.