Business Details
22 Years
experience
Expert Historic Tax Credit Consulting Services
Heritage Consulting Group has established itself as a national leader in historic tax credit consulting, combining deep industry expertise with a commitment to preserving architectural heritage. Founded in 2004, our firm specializes in navigating the complexities of federal and state historic tax credit programs, providing clients with strategic guidance from project inception through completion. Our team of seasoned professionals brings decades of collective experience in historic preservation, regulatory compliance, and real estate development, ensuring clients maximize incentives while maintaining historical integrity.With offices across the United States, we offer localized knowledge backed by a national network, serving as trusted advocates for developers, investors, and preservationists. Our proven track record includes securing billions in private investment for historic rehabilitation projects, demonstrating our ability to deliver results-driven solutions that align with evolving preservation standards and client objectives.
Services
Federal Historic Tax Credits
State Historic Tax Credits
Historic Real Estate Due Diligence
Investor Representation
Window Services
Historic Design Review
Section 106 Compliance
National Register Nominations
Details
- Year established: 2004
Highlights and features
- 30+ years of combined experience in historic preservation and tax credit programs
- Nationwide presence with localized market expertise in key regions
- Proven success securing billions in private investment for historic projects
- Comprehensive services spanning federal and state HTC applications
- Dedicated team of LEED-certified professionals and former SHPO reviewers
What people say
Unmatched knowledge
Critical historic equity
Superior strategic guidance
Timely answers
Effective advocate
Services
Federal Historic Tax Credits
We guide clients through federal historic tax credit certification, including application preparation, agency negotiations, and appeals. Our team ensures compliance with National Park Service requirements while maximizing investment opportunities. With expertise in complex regulatory frameworks, we help developers and investors leverage HTC incentives for commercial and residential rehabilitation projects.
Historic Real Estate Due Diligence
Our due diligence services identify historic tax credit opportunities and potential risks in property acquisitions. We assess redevelopment feasibility, regulatory compliance, and preservation requirements to inform investment decisions. This includes evaluating structural conditions, historic designation pathways, and incentive eligibility for both private and institutional clients.
National Register Nominations
We prepare comprehensive National Register nominations and local landmark designations for diverse property types. Our process includes archival research, architectural analysis, and stakeholder coordination to document historical significance. This service supports HTC eligibility and ensures regulatory compliance for preservation projects nationwide.
Investor Representation
We provide independent due diligence and compliance monitoring for investors and lenders involved in historic tax credit projects. Our services include application reviews, risk assessments, and certification tracking to protect financial interests. We ensure adherence to Part 3 certification requirements throughout the project lifecycle.
Section 106 Compliance
Our team manages Section 106 compliance for federally funded or permitted projects affecting historic properties. We coordinate with agencies, prepare documentation, and negotiate mitigation agreements to satisfy preservation requirements. This service ensures adherence to the National Historic Preservation Act while supporting project timelines.
People
Cindy Hamilton
President
Cindy Hamilton leads Heritage Consulting Group with 30 years of historic preservation expertise. She specializes in HTC strategy, regulatory negotiations, and architectural conservation. Holding degrees from SUNY Buffalo and University of Pennsylvania, she previously served as Mid-Atlantic regional historic consultant managing hundreds of HTC projects.
Elizabeth Rosin
Senior Vice President
Elizabeth Rosin brings 35 years of preservation leadership as Senior Vice President. She founded Rosin Preservation, overseeing $4.8B in historic investments. With dual master's degrees and Goldman Sachs entrepreneurship certification, she focuses on business strategy and industry advocacy.
Nick Kraus
Vice President
Nick Kraus specializes in HTC applications and due diligence with 17 years of experience. A LEED AP professional, he previously reviewed Section 106 projects at New Jersey SHPO. He holds historic preservation degrees from SUNY Buffalo and University of Pennsylvania.
Jen Davel
Midwest Regional Director
Jen Davel manages Midwest operations with 20 years as preservation architect and former Wisconsin SHPO reviewer. She holds architecture degrees from University of Minnesota and University of Wisconsin, focusing on regional preservation challenges and developer partnerships.
Sam Wharton
Window Specialist
Sam Wharton offers 47 years of construction experience, including 38 in commercial window systems. He advises on historic window replacements, leveraging industry relationships to meet regulatory requirements. Formerly represented major window manufacturers, developing custom solutions for historic buildings.
Questions
What historic tax credit services do you offer?
We provide federal and state HTC application preparation, certification, appeals, and investor due diligence services for commercial and residential rehabilitation projects.
How do you handle multi-state projects?
Our regional offices in Philadelphia, Kansas City, Milwaukee, West Newbury, and Austin enable localized expertise combined with national coordination for cross-state projects.
Can you assist with National Register nominations?
Yes, we prepare comprehensive National Register nominations and local landmark designations, including archival research and regulatory compliance documentation.
What project types do you specialize in?
We work with diverse property types including hotels, multifamily housing, commercial buildings, and institutional facilities requiring historic preservation solutions.
How do you ensure compliance with preservation standards?
Our team includes former SHPO reviewers and LEED-certified professionals who navigate Section 106 requirements and maintain regular communication with regulatory agencies.
