Historic Preservation: Easements, Tax Incentives and Other Considerations

Training Provided by Lorman Education Services Learn how to navigate through complex historic preservation procedures - and prevent costly mistakes. Attend this enlightening seminar and stay abreast of the latest issues relating to historic preservation in New York. Our seasoned professionals will provide practical answers to your most pressing questions about tax incentives. You'll get an inside look at how to respond to confusing issues surrounding easements. Take advantage of this opportunity to make sure you stay current and stay out of trouble. You'll hear proven techniques for getting results - and getting ahead. Benefits for You - Tips on using the tax credit program as a design and planning tool - Ease your worries concerning historic preservation easements - Guidance on navigating the New York City Landmarks Commission's application process - No-nonsense strategies for staying in compliance with approvals during the construction phase - Get expert advice on tax credits - including case studies to help you in your project

Historic Preservation: Easements, Tax Incentives and Other Considerations Agenda

8:00 am - 8:30 am Registration

8:30 am - 9:30 am Determining the Project Scope and Planning the Project

- Page Ayres Cowley, FAIA, RIBA

- Preservation Goals, Incentives and Criteria

- Using the Tax Credit Program as a Design and Planning Tool

- Selecting the Project Team and the Role of the Agencies Involved

9:30 am - 10:30 am Historic Preservation Easements

- Margery H. Perlmutter

- History and Application of the Historic Preservation Easement Program

- Derivation of the Historic Preservation Easement Program

- How and by Whom It Is Administered and Regulated

- Identifying Properties That Are Suitable Beneficiaries of the Program

- How to Apply for the Benefits and Comply With Program Guidelines

- How the Property Is Affected and Will Be Affected Once It Is Limited by the Terms of the Program

- Issues in Controversy to Consider Before Counseling Your Client to Enter Into the Program

10:30 am - 10:40 am Break

10:40 am - 11:40 am Easement Tax Incentive Program

- Alan B. Levine, CPA

- History of Program

- Current Events

11:40 am - 12:00 pm Questions and Answers

- Page Ayres Cowley, FAIA, RIBA,

Alan B. Levine, CPA, and

Margery H. Perlmutter

12:00 pm - 1:00 pm Lunch (On Your Own)

1:00 pm - 2:00 pm Historic Preservation Tax Incentives

- Mary B. Dierickx

- Historic Preservation Easements: Overview, Evaluating ­- Significance, the National Register, Typical Regulation After Easements

- Historic Preservation Rehabilitation Tax Credit Overview, New York State Homeowners' Tax Credit

- Tax Credit Case Studies

2:00 pm - 2:10 pm Break

2:10 pm - 3:10 pm Working With the New York City Landmarks Commission

- Elise M. Quasebarth

- Application Process

- Case Studies in Appropriateness

- Appropriateness and the Department of Interior Standards

3:10 pm - 4:10 pm Landmarks Preservation Commission: Procedures to Perform Exterior Work on LPC Designated Properties

- Tina M. Tapinekis, RA

- Procedures to Prepare LPC Application for Work on a Landmark or in a Historic District

- LPC Review of Application

- Types of Permits

- LPC Permits and the Restoration Contractor

- Case Study

4:10 pm - 4:30 pm Questions and Answers

- Mary B. Dierickx, Elise M. Quasebarth and

Tina M. Tapinekis, RA

About The Training Provider: Lorman Education Services

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