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ABOUT
Carl
and Karen
Spina placed a
conservation
easement on
their ranch in
Colorado in
2000 and
qualified for
a newly
created
conservation
easement tax
credit in
Colorado. 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 formed
Conservation
Tax Credit
Transfer, LLC
in 2001 and facilitated
the transfer
and sale of
the first two
conservation
tax credits in
Colorado (and
the country)
in 2001.
Since then,
CTCT has
transferred
more than
$120,000,000
of tax credits
in
Colorado.
To date, all
of the credits
that have been
accepted for
transfer have
been sold each
year and none
of the credits
have been
disallowed, in
whole or part,
by state or
federal taxing
authorities.
Carl,
Karen, and
Jody Barbour
decided to
bring their
experience to
Georgia’s new
transferable
tax
credit.
They formed
Conservation
Tax Transfer,
LLC (CTT), a
Georgia based
company with
an office in
the small
historic town
of Madison,
Georgia.
Kristina
Sorensen
joined the
team as
Executive
Director in
November of
2011 and runs
the day-to-day
operations in
Georgia.
Elliott
Davenport and
Ric Felker
joined the
team in
October 2012
as Credit
Transfer
Agents. They
work closely
with
individuals,
professionals,
and
corporations
that are
interested in
purchasing
conservation
tax credits.
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
Georgia's
conservation
statutes and
land
conservation
programs.
We are very
involved in
state and
national
conservation
efforts.
We maintain
ongoing
relationships
with officials
at the Georgia
Department of
Revenue, the
Georgia
Department of
Natural
Resources and
the Internal
Revenue
Service with
regard to
conservation
issues. We
keep current
on state and
federal
legislative
processes.
CTT
makes annual
financial and
in-kind
contributions
to Georgia
Land Trusts
and to
landowners, in
the form of
grants, to
help with the
costs
associated
with making a
donation.
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OUR
TEAM
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CARL
SPINA
DIRECTOR OF
BUYING
SERVICES
Carl
is a
co-founder of
Conservation
Tax Transfer,
LLC, Georgia,
2011 and
serves as
Director of
Buying
Services. He
is a
co-founder of
Conservation
Tax Credit
Transfer, LLC,
Colorado,
2000. He works
in Georgia and
Colorado
facilitating
the transfer
of
conservation
tax credits.
He was
appointed to
and served on
Colorado’s
Legislative
Tax Credit
Task Force,
which was
responsible
for creating
H. B. 08-1353.
This
successful
reform
legislation
expanded
transparency
and
accountability
standards for
conservation
easement
donation. Carl
has been a
member and
past President
of the Board
of Directors
for Legacy
Land Trust.
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.
email:
carl@taxtransferga.com
Phone:
(706) 431-3662
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KAREN
SPINA
Karen is a
co-founder of
Conservation
Tax Transfer,
LLC, Georgia,
2011. She will
be working as
part of the
Georgia
Conservation
Tax Credit,
LLC Team. She
is a
co-founder of
Conservation
Tax Credit
Transfer, LLC,
Colorado,
2000. She
continues to
work in
Colorado
facilitating
the transfer
of
conservation
tax credits.
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.
email:
karen@taxtransferga.com
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JODY
BARBOUR
DIRECTOR OF
TRANSACTIONS
Jody
Barbour is a
co-founder of
Conservation
Tax Transfer,
LLC, Georgia,
2011, and
serves as our
Director of
Transactions.
She also
partners with
Conservation
Tax Credit
Transfer, LLC
in Colorado.
She works in
Georgia and
Colorado
facilitating
the transfer
of
conservation
tax
credits. Jody
has over 20
years
experience in
business and
commercial
real estate
transactions.
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,
conservation,
and
environmental
law. She holds
a degree in
Paralegal
Studies from
the University
of
Cincinnati.
Jody served on
the Colorado
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@taxtransferga.com
Phone:
(706) 343-8077
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KRISTINA
SORENSEN
EXECUTIVE
DIRECTOR
Kristina
Sorensen is
the Executive
Director of
Conservation
Tax Transfer,
LLC.
Prior to
working with
CTT, she
served as the
administrator
of the Georgia
Conservation
Tax Credit
Certification
Program with
the Department
of Natural
Resources,
since it’s
inception in
2006.
During that
time, she was
instrumental
in developing
Policies,
Rules, and
Procedures to
guide the
Department’s
review
process.
As part of her
work, she has
reviewed over
350
conservation
easements,
written
baseline
reports, and
drafted
conservation
easements for
the State of
Georgia.
As part of the
Georgia Land
Conservation
Program she
served on the
State’s
Conservation
Easement
Working Group
and developed
protocols for
the State’s
easement
program.
She is
actively
involved with
Georgia’s land
conservation
community, and
stays active
in policy and
outreach
activities.
email:
kristina@taxtransferga.com
Phone:
(706) 342-0073
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ELLIOTT
DAVENPORT
CREDIT TRANSFER
AGENT
Elliott
owns and operates The
Wings Group, a company
that manages
recreational hunting
lands throughout the
Southeast and Midwest.
Through his land
company, Elliott has
been deeply involved
with conservation
easements on
client-owned
properties and has
developed a thorough
understanding of this
conservation easement
process. Prior to
being in the land
business, Elliott
worked in the
investment markets. As
a Vice President of
Capital Markets at FTN
Financial, Elliott
worked with
institutional
organizations to help
them manage their
fixed income
investment portfolios.
Elliott has a
long-standing history
of conservation. His
family is responsible
for the creation and
growth of the Lula
Lake Land Trust, which
has become an
important natural
resource to the
residents and visitors
of Lookout Mountain.
Elliott also sits on
the Board of The
Nature Conservancy’s
Tennessee chapter.
Having this unique set
of skills that
includes a background
in finance, land
management and
conservation, Elliott
proves to be a great
asset to the credit
transfer process.
Elliott has a degree
in Finance from the
University of Georgia
and currently resides
in his hometown of
Chattanooga, TN.
email: elliott@taxtransferga.com
Phone:
(423) 364-2092
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RIC
FELKER
CREDIT TRANSFER
AGENT
Ric has
more than 25 years
experience as a
business development
specialist, building
strategic
relationships in the
investment,
philanthropic and
conservation fields.
An avid outdoorsman,
Ric has been an active
member of the
conservation community
in the Southeast. He
is an emeritus trustee
of Outward Bound, and
was recently in charge
of advancement for the
Georgia Conservancy.
Ric put together the
planned giving program
for Atlanta’s $800
million Community
Foundation and is a
past Senior Vice
President of Balentine
& Company, where
he also served as
Executive Director of
the wealth management
firm’s corporate
foundation. Through
Felker Advisors, Ric
currently serves as an
advisor to several
alternative investment
strategies. He is a
trustee of Rotary Club
of Atlanta, the
Environmental
Leadership Center and
the Brandon
Neighborhood
Association. A native
Atlantan, Ric holds
degrees from the
University of North
Carolina at Chapel
Hill and the Walter F.
George School of Law.
email: ric@taxtransferga.com
Phone:
(404) 307-4158
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Conservation
Tax Transfer, LLC ..l
..115
West Jefferson Street ..l
.Suite
E ..l
..Madison,
GA 30650
Tel: (706) 342-0073 ..l
..Fax:
877-542-1033
©2011 Conservation Tax
Transfer, LLC All rights
reserved. Site by TBI
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