| CONSERVATION
TAX CREDIT TRANSFER, LLC
Conservation Tax
Credit Transfer, LLC (CTCT) was founded in 2000
after Carl and Karen Spina placed a conservation
easement on their ranch and qualified for a
conservation easement tax credit that year.
They became very familiar with the conservation
easement donation process and the credit transfer
process through their donation and subsequent
sale of their tax credit. They sold most of
their credit in 2001 and realized that many
other landowners could benefit from selling
their credits as well.
CTCT
facilitated the transfer and sale of the
first two conservation tax credits in
Colorado in 2001. Since then CTCT has
transferred more than $110,000,000 of
tax credits. All of the credits that have
been accepted for transfer have been sold
each year. Our portfolio of credits includes
statewide conservation easement donations
from Colorado Coalition of Land Trusts
member land trusts and open space programs.
As a team, we bring
our professional knowledge and our enthusiasm
for land conservation to every credit
transaction. We attend and present at
conservation conferences and workshops.
We offer our credit transfer experience
in an effort to help strengthen Colorado's
conservation statutes and land conservation
programs.
We are very involved
in state and national conservation efforts.
We are members of the Colorado Coalition
of Land Trusts and the Land Trust Alliance,
our national conservation organization.
We maintain ongoing relationships with
officials at the Colorado Department of
Revenue, the Colorado Department of Real
Estate the Internal Revenue Service with
regard to conservation issues. We keep
current on state and federal legislative
processes.
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CTCT makes annual financial
and in kind contributions to the Colorado Coalition
of Land Trusts, land trusts and to landowners
in the form of grants to help with the costs
associated with making a donation.
OUR TEAM
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CARL SPINA
Carl was a co-founder of Poudre River
Valley Trust Bank; co-founder and President
of Family Business Consultants; a founding
director of the Center for Entrepreneurial
and Family Enterprises at Colorado State
University, College of Business; co-founder
of Eagle Spirit Outfitters; founder of
Integrated Psychotherapies; and founder
of Interface - Individual and Family Life
Center. He holds degrees from the University
of Kentucky and the University of Pennsylvania.
Carl has been a member and past President
of the Board of Directors for Legacy Land
Trust. He was appointed to and served
on Colorado’s Legislative Tax Credit
Task Force, which was responsible for
creating HB 08-1353. This successful reform
legislation expanded transparency and
accountability standards for conservation
easement donations.
email: carl@taxtransfer.net |
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KAREN
SPINA
Karen is a retired Certified Financial
Planner with over twenty-two years of
experience in providing financial planning
and wealth management services to clients
of James Sprout & Associates, Inc.,
Poudre River Valley Trust Bank and First
Western Trust Bank. She was a co-founder
of Eagle Spirit Outfitters a Colorado
based outdoor recreation business. She
has a B.S. from Cornell University. Karen
has been a volunteer at Legacy Land Trust.
email: karen@taxtransfer.net |
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JODY
BARBOUR
Jody Barbour is our Transaction Specialist.
She has over 19 years of experience in
business and commercial real estate transactions.
She holds a Colorado Real Estate Broker
License and is a graduate of the University
of Cincinnati with a B.A. in Paralegal
Studies. Prior to joining Conservation
Tax Credit Transfer, LLC, Jody was a senior
commercial real estate paralegal with
Isaacson Rosenbaum P.C. in Denver. She
has extensive experience in various areas
of real estate, transactional law and
environmental law. Jody served on the
Division of Real Estate’s Appraisal
Update Course Task Force to establish
the curriculum for the Division’s
mandatory Conservation Easement Appraiser
Update Course
email: jody@taxtransfer.net
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