Historic Tax Credits 101: The Basics for Towns, Building Owners, and Investors

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Recorded April 22, 2020

Session overview

In this session, you’ll learn:

  • How to apply for the credits

  • Which expenditures qualify for the credits

  • Deal structuring approaches to leverage credits

  • How to avoid credit recapture

This webinar is for anyone who is new to historic tax credit concepts and those who want a refresher on the foundational concepts. Building owners, real estate developers, investors, city officials, organizations focused on economic development and community revitalization, attorneys, and consultants are encouraged to attend.

Session Materials

About the Presenters

John Egan, Chief Investment Officer, Loans & Investments, CEI

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John is responsible for oversight of CEI’s Loans & Investments group and loan production. In addition, he leads CEI Housing as it achieves its mission to provide multifamily and ownership units in the CEI marketplace. John has been working in housing development since 1986, mostly at the community level with nonprofit agencies, as both a developer and manager of a variety of multi-family projects and special needs housing. Prior to CEI, John worked as Manager of Multi-Family Programs at Maine State Housing Authority.

Greg Paxton, Executive Director,  Maine Preservation

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Greg joined Maine Preservation in 2008. He serves on the Maine Downtown Center Advisory Council and was formerly on the Board of Directors of CEI Capital Management LLC. He has overseen development of three reports evaluating the impact of the historic tax credits in Maine. Greg has more than 40 years’ experience in historic preservation including as a former Trustee of the National Trust for Historic Preservation.

Anne Ball, Program Director, Maine Development Foundation

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Anne serves as the Program Director of Maine Downtown Center and Statewide Coordinator for Maine's National Main Street Program. Ball has been heavily involved in the success of the Healthy Maine Streets Program, Grants to Green, and Making Headway in Your Community.

Sponsored by:

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