This conference provides an intensive look at various real estate development incentive programs available in the state of Washington at the federal, state, and local levels including low income housing tax credits and grants, new market tax credits, state excise tax incentives, public financing, land use incentives, green building and energy efficiency, conservation easements, and the economic benefits of public and private partnerships.
Representatives from developers, equity investment syndicators, government agencies and other industry participants will discuss what they look for, how they evaluate, and how they can assist a real estate development project. Case studies will be presented to demonstrate innovative solutions and use of incentive programs to overcome development hurdles.
Featuring Speakers From:
Mayor’s Office - City of Seattle
K&L Gates LLP
Kantor Taylor Nelson & Boyd PC
Foster Pepper PLLC
Dept. of Community, Trade and Economic Development for the State of Washington
National Development Council
Public-Private Development Solutions
Who Should Attend:
Attorneys & Legal Staff
Government Officials
Developers
Accountants & Tax Experts
Real Estate Professionals
Planners
Lenders
Friday, Nov. 6, 2009
| 9:00 | Introduction and Opening Remarks |
K&L Gates LLP
| 9:10 | Tax Credits: Low Income Housing |
Low-Income Housing Tax Credit Overview
with Emphasis on 2008 and 2009 Legislative
and Programmatic Changes
Kantor Taylor Nelson & Boyd PC
| 9:50 | Tax Credits: New Market Tax Credits |
Overview Focusing on Allocation, Qualifying
Projects, Current Program Initiatives and
Hurdles
Kantor Taylor Nelson & Boyd PC
| 10:45 | State Excise Tax Incentives - What’s New? |
Sales and Use Tax Incentives for Certain
Manufacturing, R&D, and High Technology
Investment Projects
PricewaterhouseCoopers LLP
How to Save Money but “Not Get Buried
Alive” Using Tax Increment Financing;
Assessment Districts and Other Tax-Exempt
Financings
Foster Pepper PLLC
TDRs; Community Renewal Laws; Fee
Exemptions; Bonus Density Opportunities
Foster Pepper PLLC
Mayor’s Office, City of Seattle
| 2:15 | Climate and Clean Energy - Key Issues
for Real Estate Professionals |
Policy Context: What’s Coming Out of the
Governor’s Climate Action Team and
Legislature; Federal and State Tax
Incentives for Renewable Energy, Green
Building and Energy Efficiency; Staying
Ahead of the Wave
Dir., Energy Policy Div.
Dept. of Community, Trade and Economic Development,
State of Washington
| 3:15 | Conservation Easements |
Advantages over Restrictive Covenants; Tax
Benefits / Substantiation Requirements for
Donated Easements; Issues for Developers
K&L Gates LLP
| 4:00 | Economic Benefits of Public/Private
Partnerships |
• Private Procurement for Public Facilities:
63-20 and 501(c)(3) Bonds; When Does a
Private Approach Make Sense? When is it
Wrong? What are the Characteristics of a
Project? What Makes a Good Client and
What Doesn’t?
National Development Council
• Best Value Procurement, Private Sector
Development Techniques; Team Building;
Design-build Delivery Approaches; Project
Appropriate Incentives and Disincentives;
Budgets and Schedules; Tax-exempt Debt
Financing Strategies
Public-Private Development Solutions
| 5:00 | Questions and Answers |
Diane R. Stokke, Program Chair, is a partner with K&L Gates LLP where her practice emphasizes the representation of real estate investors and lenders in the acquisition, development and financing of commercial real estate, hotels, health care facilities, office buildings, apartment complexes, industrial, power plant and other infrastructure facilities. She has represented local and national leaders in the development of loan programs, establishment of lending policies, and structured multi-state acquisitions and financings.
William K. Angle, dba Public-Private Development Solutions, helps local government entities structure public/private approaches to delivering public facilities. Since 1993, he has led, structured, managed, or consulted on a series of successful public-private, developer driven delivery projects totaling over $750 million dollars. Mr. Angle holds a degree in Economics with honors from the University of California at Berkeley.
Jeremy Eckert is presently practicing land use law with Foster
Pepper PLLC. He was previously Director of TDR Programs
with the Cascade Land Conservancy, where he worked on the
development and implementation of Transfer of Development
Rights programs (land-use options that respect property rights,
encourage responsible growth and conserve farmlands and
working forests).
John Finke is the Senior Director for the Western United States
for the National Development Council, a not-for-profit corporation specializing in economic and development finance. He serves as a community development finance advisor to the cities of Seattle, Tacoma, Portland, Yakima, and Vancouver, as well as King County, Washington.
Mark B. Kantor, is a founding shareholder of Kantor Taylor Nelson and Boyd PC. He represents for-profit, not-for-profit and public entities, as well as investors and syndicators, in all aspects of the financing, planning, and development of affordable housing and economic development projects. In addition to facilitating hundreds of transactions, he has led numerous policy advocacy efforts in support of affordable housing.
Michael S. Kelley, LLM, CPA, is the Pacific Northwest Market Leader for State and Local Taxes for ricewaterhouseCoopers LLP. He recently rejoined PwC after nine years as a partner with K&L Gates LLP. He teaches state and local taxes in the University of Washington Graduate Tax Program, and is active in state tax policy matters through his membership in the Tax and Fiscal Policy Committee of the Association of Washington Business, and the State and Local Tax Section of the Washington Bar.
Konrad J. Liegel is a partner at K&L Gates LLP, represents individuals, municipalities and corporations on conservation, natural resource, real estate, environmental and land use matters, family estates, land use permitting, environmental compliance, open space and property taxation, and cultural and natural resource preservation and restoration. He has been named one of The Best Lawyers in America for Environmental Law.
Thomas H. Nelson is a shareholder with Kantor Taylor Nelson & Boyd PC. His expertise combines an understanding of federal, state and local tax issues, organizational structures and the financing of real property transactions.
Hugh D. Spitzer, a member with Foster Pepper PLLC, has
practiced municipal and public finance law for more than 30
years. Since joining the firm, he has served as bond counsel on
numerous general obligation, revenue, special assessment and
conduit financings for government facilities, and is closely
involved in the development of law affecting local governments.
He teaches local Government and State Constitutional Law at
the University of Washington School of Law.
Nathan Torgelson is Executive Manager for Community
Development, City of Seattle, Office of Mayor Greg Nickels. He previously served as the City of Kent’s Economic
Development Director where he managed Kent’s Economic
Development Program. Prior to that, he was with the Office
of Economic Development (OED), where he led the City’s
South Lake Union property sale negotiations and directed work
in distressed communities and business districts.
Anthony J. Usibelli, Director of the Energy Policy Division at the Washington State Department of Community, Trade and Economic Development, analyzes and implements state energy policy. He helped pass legislation for the most stringent greenhouse gas power plant mitigation standards in the nation and the West Coast Governors’ Global Warming Initiative.
This seminar is approved for the following credits
Washington State Bar Association
6.5 General Hours
State of Washington, Dept. of Licensing, Real Estate Division
7.5 Clock Hours
If this seminar has not been approved for the credits you require, let us know and we will look into it for you.
Information on Continuing Education Credits
| Single Registration |
$495.00 |
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| 2 or more (each) |
$470.00 |
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| Government Employee |
$395.00 |
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| Non-Profit / NGO |
$395.00 |
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| New Associate |
$360.00 |
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| Paralegal |
$360.00 |
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| Student |
$297.00 |
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| Printed Course Materials |
$100.00 |
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| DVD Homestudy |
$505.00 |
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| CD Homestudy |
$505.00 |
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| Downloadable Course Materials |
$100.00 |
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Fee Description
Cancellation Policy
We will refund your tuition less a $50 cancellation charge if we receive your cancellation by 10/30/2009.
| This seminar is being held at: |
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| Washington State Convention Center |
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800 Convention Place
Seattle, WA 98101
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| Phone: 206-694-5000 |
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Please call the facility directly
for directions/questions. MENTION THE SEMINAR GROUP.
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Get directions to seminar location.
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