You are Invited to a Breakfast Briefing on Conservation Easements for
Tax, Legal and Real Estate Professionals
Thursday, April 26th, 8 am – 11 am
Bistro at the Golf Club at South River
3451 Solomon’s Island Road
$45 per person
Please join us to learn more about this important land and tax planning tool in honor of
8:00 am: Breakfast service begins with a gourmet buffet
8:25 am: Welcome and recognition of SRLT – Lex Birney, The Brick Companies, Ben Wechsler, Linowes and Blocher LLP
8:40 am: Comments from Rand Wentworth, President of the Land Trust Alliance, with national prespective on the easement industry and current tax law issues
9:00 am: Legal mechanics of conservation easements-Ben Wechsler, Linowes and Blocher LLP
9:30 am: Tax mechanics and implications of easements – Carter Heim, HeimLantz CPAs
10:00 am: Closing remarks and adjourn to informal discussion with speakers and guests
Pre-Registration by April 23rd is required. Please provide names of attendees and payment of $45 per person to Scenic Rivers Land Trust at PO Box 2008, Annapolis, MD 21404 (or you may register through their website at srlt.org). For questions or additional information contact Rick Leader at 410-310-6541 or Rick@srlt.org
Special Opportunity for Breakfast Guests – The Brick Companies would like to invite all of the golfers in attendance to play the beautiful South River Golf Course after breakfast at the member rate of $55 for 18 holes. Not enough time for 18 holes? Join us for nine holes at the member rate of $30! Please RSVP for golf by April 20th to Shelly Ford, firstname.lastname@example.org or call 443-951-2025.
Lex Birney – CEO of The Brick Companies, a privately held company based in Edgewater, that owns, develops and manages real estate in the Baltimore/Washington metropolitan area. Assets include the Golf Club at South River and Queenstown Harbor, the Atlantic Marina Resort on the Patapsco and Atlantic Marina on the Magothy in Pasadena, and more than 500,000 square feet of commercial buildings in Maryland and Virginia. The company has large easements on its Queenstown and Potomac Ridge Golf Course properties and all of its properties are connected through the goal of socially conscious management and development of real estate.
Ben Wechsler – Partner, Linowes and Blocher LLP, a Maryland land use and environmental attorney based in Annapolis. His practice focuses on the management of land and water resources, including the Maryland Forest Conservation Act, the Chesapeake and Atlantic Coastal Bays Critical Area Program, and the various federal, state, and county programs regulating land use, water quality, and wetlands protection. A portion of his practice is devoted to counseling property owners and developers on pairing the use of creative conservation easement and private mitigation banking opportunities with traditional residential and commercial real estate development in order to achieve development goals.
Carter Heim – President of HeimLantz CPA’s, with offices in Annapolis and Alexandria, the firm serves organizations throughout the Mid-Atlantic with a full Wealth Management division, certified Business Valuation experts, and specialists in a host of other financial disciplines. Mr. Heim applies expertise gained across income taxation, estate taxation, business valuations and financial planning to address a wide range of client needs including succession planning, estate tax planning, business growth, and the sale or purchase of businesses. Mr. Heim has recently been appointed to the Chesapeake Bay Trust Board of Trustees by Governor Martin O’Malley.
Scenic Rivers Land Trust (SRLT) – A non-profit organization working since 1988 to protect the scenic and natural qualities of the Severn, South, West and Patuxent Rivers and their surrounding lands in Anne Arundel County. SRLT is celebrating reaching the milestone of having protected 50 properties, totaling over 2,200 acres, through easement or ownership. SRLT has assisted with the protection of thousands of additional acres through a variety of partnerships with Anne Arundel County government and other organizations.