Annual Report 2017 · 2018. 5. 4. · Chamber of Commerce of the Palm Beaches, will develop...

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Annual Report 2017 National Tax Lien Association “Investing in America’s Communities”

Transcript of Annual Report 2017 · 2018. 5. 4. · Chamber of Commerce of the Palm Beaches, will develop...

  • Annual Report 2017

    National Tax Lien Association“Investing in America’s Communities” ™

  • The mission of the National Tax Lien Association (NTLA)™ is to be the primary

    organization advancing the legislative, regulatory, business, public relations and

    educational interests of the tax lien industry in the United States. The association

    is committed to upholding high standards of ethical conduct and operating in

    accordance with all applicable federal and state laws and administrative rules.

    Establish a “centralized voice” for the tax lien industry.

    Educate municipal and county revenue officials as well as state and federal legislators on the benefits of tax lien sales.

    Engage in legislative monitoring and lobbying activities.

    Establish positive, professional relationships with tax collectors, county treasurers, revenue commissioners and other local and state public officials involved with the orchestration of real property tax, land and tax lien sales.

    Establish and maintain a relevant continuing education and certification program for the NTLA membership.

    Create a professional image for the tax lien industry that emphasizes the significant financial investment in local government infrastructure made by tax lien investors through the ad valorem tax collection process.

    Adopt and adhere to a Code of Ethics for the tax lien industry.

    Establish and maintain a database of information relevant to tax lien investment that is accessible to NTLA members for research and business decision issues.

    Our Mission. Establish. Educate. Engage.

    Goals

  • © 2017 National Tax Lien Association (NTLA). All Rights Reserved. Tel: (561) 449.2484 | Fax: (561) 449.2483 | [email protected] | NTLA.org

    The United States is changing at an unprecedented rate. Rapid advances in technology and communication are transforming the way we work, play, think and act. How tasks were accomplished yesterday has little bearing on how we do them today. This breakneck pace of change also presents the National Tax Lien Association, 3,141 Counties and 7,527,630 delinquent taxpayers with issues, situations and challenges that have never been experienced before. The solutions are going to be found within the hearts and minds of dedicated, committed and industrious tax collectors, treasurers and legislators who assess the problems in fundamentally honest and comprehensive ways and addresses them in a manner that helps current taxpayers, delinquent taxpayers, local governments and tax lien investors. In 2016, the NTLA made historic strides in representing the tax lien industry across the country. Some highlights include:

    City of Philadelphia +NTLA Press Conference, to announce the issuance of an RFP for tax recovery solutions. Mayor Jim Kenney, Finance Director Frank Breslin, City Councilor Allan Domb and NTLA Exec Director Brad Westover

    Feasibility Study for the City of Philadelphia following the New York City Model Legislative Oversight: Tracked 108 bills in 2016. 19 were enacted, 7 failed. Each bill was given an NTLA position and

    a priority. Legislative Committee has 19 actively engaged members. Public Relations: Responded to 26 media requests and implemented PR Management Software and Media outreach

    capabilities. Conference Representation: New Jersey League of Municipalities, Florida Tax Collectors Fall + Executive Session,

    Florida Tax Collectors Legislative Days, Center For Community Progress, American Society of Association Executives, North Carolina Tax Collectors and Treasurers Assoc., National Association of Collectors, Treasurers and Finance Officers, Debt Buyers Assoc., National Creditors Bar Assoc., County Treasurers Assoc. of Ohio

    Sherman Anti-trust Video Training – Offered FREE to New Jersey Municipal Officials Fundraised and Participated in Home building projects for Habitat for Humanity and Rebuilding Together Alexandria Renewed Trademarks for National Tax Lien Association, NTLA, Certified Tax Lien Professional, CTLP and NTLA

    University. Constructed and Conducted inaugural NTLA University, a 3 day intensive and in-depth tax lien training. Formed the subcommittee, Tax Deed Investor Group, to give voice to the Tax Deed investment community. Conducted two successful webinars: The Year in Review and Tax Lien Servicing Essentials

    In addition to the increased activity and accomplishments of the year, the NTLA also produced its highest revenue and attendees to the annual conference. It is estimated that 80% of all tax liens sold in America is sold to a member of the NTLA. With its two decades of increasingly successful experience, the National Tax Lien Association is uniquely qualified to help local governments through their critical fiscal, economic and budgetary challenges that lie ahead. We are grateful for the numerous contributions and support of members who have assisted us for 20 years and hope that you can introduce our efforts to others that may benefit from this important work. We thank you for your continued involvement in and commitment to helping the NTLA build stronger, healthier, more prosperous communities because of you! All my best, Bradley P. Westover NTLA Executive Director

    January 26, 2017

    MESSAGE FROM THE EXECUTIVE DIRECTOR

    The United States is changing at an unprecedented rate. Rapid advances in technology and communication are transforming the way we work, play, think and act. How tasks were accomplished yesterday has little bearing on how we do them today. This breakneck pace of change also presents the National Tax Lien Association, 3,141 Counties, and 7,527,630 delinquent taxpayers with issues, situations and challenges that have never been experienced before. The solutions are going to be found within the hearts and minds of dedicated, committed

    and industrious tax collectors, treasurers and legislators who

    assess the problems in fundamentally honest and comprehensive ways and

    addresses them in a manner that helps current taxpayers, delinquent taxpayers, local

    governments and tax lien investors. In 2017, the NTLA made historic strides in representing the tax

    lien industry across the country.

    In addition to the increased activity and accomplishments of the year, the NTLA also produced its highest revenue and

    attendees to the annual conference. It is estimated that 80% of all tax liens sold in America are sold to a member of the NTLA.

    With its two decades of increasingly successful experience, the National Tax Lien Association is uniquely qualified to help local governments through their critical fiscal, economic and budgetary challenges that lie ahead. We are grateful for the numerous contributions and support of members who have assisted us for 21 years and hope that you can introduce our efforts to others that may benefit from this important work. We thank you for your continued involvement in and commitment to helping the NTLA build stronger, healthier, more prosperous communities because of you!

    All my best,

    Bradley P. Westover NTLA Executive Director

    Some highlights include:

    • We moved! NTLA New Office: 1135 W. Indiantown Road, Jupiter, FL 33458

    • NTLA Foundation was established in January

    • Board of Directors: Ed Marcus, Phil Sivin, Jim Truitt, and Troy Ritter all re-elected to a three (3) year term

    • Legislative Oversight 1. Tracked 182 bills in 2017.

    2. 21 High Priority, 73 Medium Priority, 63 Low Priority, 25 unassigned

    3. 35 Support, 69 Monitor, 28 Oppose, 50 No position

    • Conference Representation 1. Florida Tax Collector Spring Conference & Executive

    Session • Met with Tim Qualls, discussed Florida Auctions • Met with many Tax Collectors to discuss upcoming

    auctions…their interests are as diverse and varied as our NTLA membership.

    • Sent a Letter (attached) to the NTLA Executive Committee & Executive Director

    2. Networking/New Markets • Spoke at the 2017 SCATT Fall Conference (South

    Carolina Assoc. Treasurers)

    • Attended the 2017 NCAAO Fall Conference (North Carolina Assessors)

    3. North Carolina TCTA Conference, Cherokee, NC Established relationship with Neal Dixon, Mecklenburg

    County (Charlotte) Tax Collector

    4. County Treasurers Association of Ohio, Sandusky, OH Attended and was given marketing booth opportunity to

    attract new members

    • Florida Tax Certificate Auctions 2017 Post Mortem discussion about deposits, affidavits, etc.

    • Partnered with MemberDeals To bring members added benefits

    • Joined Maryland State Task Force Committee Met 2x to resolve concerns 4 pieces of Legislation to be introduced:

    • Florida Tax Certificate Auctions 2017 All 67 County Bidding Protocols gathered and distributed to

    NTLA members

    Bradley P. Westover,NTLA Executive Director Message

  • NTLA Annual Report 2017

    Robert W. Keyser, Esq.

    Carly Cahur

    Jamie Walton

    Meet our New Chairman of the Board

    Meet the Team

    Mr. Keyser is a principal and member of the Commercial Litigation Department of Kaplin Stewart in its Haddonfield, NJ, office. Mr. Keyser represents a broad range of businesses and individuals in real estate transactions, commercial lending, work-outs and bank-ruptcy-related issues. His practice also includes the representation of real estate tax lien investors and commercial lenders in lien foreclosures. Mr. Keyser frequently lectures on bankruptcy and real estate issues, government-backed lending programs, and issues which confront tax lien investors in New Jersey.

    Carly works closely with the NTLA staff on everything from membership management to creating dynamic website content for our members and potential members. Her previous work experience brings excellent skills in copy editing, website management, SEO, and Social Media management to the NTLA. She received a Bachelors of Science degree in Journalism from The University of Florida.

    Strengthening its work in advancing the legislative, regulatory, business, public relations and educational interests of the tax lien industry, NTLA welcomed Jamie Walton as its new Director of Marketing & Events. This position will cultivate and steward relationships with corporations, businesses and professionals and create a robust marketing and events program to generate revenue in support of NTLA’s mission.

    Walton, who joins the National Tax Lien Association after a successful tenure at the Chamber of Commerce of the Palm Beaches, will develop strategies to attract and retain sponsors at all giving levels. In addition to enhancing and refining the NTLA’s menu of sponsorship package alternatives, Walton will also develop new relationships with tax lien

    partners while deepening relationships with existing sponsors and event attendees.

    Prior to her work at the Chamber of Commerce, Jamie honed her relationship building and fundraising skills at prominent area nonprofits such as Easter Seals, March of Dimes and South Florida Science Center and Aquarium.

    HELLO

  • NTLA Annual Report 2017 5

    NTLA Fall Symposium Recap

    Philadelphia

    The City of Philadelphia continues to muddle along in sorting out solutions to the enormous delinquent tax issues. Consensus building on the right solution for the City is very difficult with the Mayor, City Council, Revenue Department, Land Bank and others all appealing to different constituents. To date, two pilot tax lien sales have taken place. Picking up steam and interest was the thought of moving to a New York City model of Securitization. The land bank folks have yet to realize or understand that a securitization and land banking can mutually co-exist and benefit as the trust is “City-Owned.” So long as the City cooperates with their own land bank and establishes the ability to utilize land banked projects, there will be no conflict. The requested proposal responses for guidance and direction on what the City should do in the forth quarter of 2016.

    The one consistent theme of tax liens is they never ever get better with time! This does not bode well for the City’s increasing aged tax liens.

    NTLA’s Fall Symposium in New Orleans, LA, was once again a smashing success. Our event kicked off with a home building project of Ms. Betty Ann Johnson, a homeowner who was affected by Hurricane Katrina. A BIG thank you goes out to all who participated!

    At the Symposium, the 10+ hours of networking proved invaluable for those looking for a new lender, a new technology platform, a new foreclosure attorney, a new servicer or a new secondary market trading platform. We had great engagement with our Keynote Speaker, Mark Lucker - Teacher, Writer, Poet, New Orleans Educator.

    THANK YOU SPONSORS!

  • The NTLA Foundation was formed to help the elderly and disabled avoid property tax foreclosure by paying off their back taxes,” said NTLA’s Executive Director Brad Westover. “We can’t solve all the world’s problems, but it sure feels great to save the

    homes of some wonderful people in need.

    “”NTLA Annual Report 2017

    For local resident Ms. Betty Ann Johnson, keeping ownership of her family’s 1969 two-story wood frame home hasn’t been an easy road. The original structure was weak due to shoddy work and contractor fraud, but was exacerbated after Hurricane Katrina wreaked havoc with flood waters entering the home. Once retired, there wasn’t spare cash to make the necessary repairs, and she fell behind on her property taxes. “I understand the importance of paying taxes, I just ran out of resources because of various challenges,” said Ms. Johnson. “Today is a blessing, my home is being saved and repaired.”

    For any repairs to begin on the house, Rebuild Together New Orleans required the delinquent property taxes be paid in full. On October 26th, from a most unlikely source, Ms. Betty’s prayers were answered. The NTLA Foundation, a non-profit who saves elderly or disabled homeowners from property tax foreclosure, paid the delinquent taxes. Beyond saving Ms. Betty’s homeownership, volunteers from the NTLA Foundation, CivicSource and Rebuild Together New Orleans spent a day of service painting, removing moldy drywall, and prepping the home for a new roof. Collectively, they raised over $20,000 to make the necessary repairs.

    Non-profit homesaver NTLA Foundation comes to the rescue to prevent tax foreclosures for the elderly and disabled

    NTLA Gives Back

  • NTLA Annual Report 2017 7

    Market report

    SECONDARY MARKET REPORT 2017[ ]

    772.324.6436 | lumentumllc.com | [email protected]

    FLORIDA , OHIO DOMINATE 2017 SECONDARY MARKET TRANSACTIONS; TOTAL CERT IF ICATE INVENTORY DOWN

    As 2018 dawns, Lumentum’s tax lien data team is crunching the numbers on the year that passed – and the year ahead. The bottom line: While the secondary market as a whole remains quite active (with more than $50 million in certificate value changing hands via Lumentum brokers alone), attention is focused on a relatively small amount of counties and municipalities, with overall available inventory lagging roughly 20 percent behind January 2017.

    INVESTOR FOCUS

    Somewhat unsurprisingly, the focus of tax lien investors dealing with Lumentum’s secondary market brokers is on the traditionally active Florida market. Nearly half of all transaction volume in 2017 focused on the Sunshine State. The second-most active state in the Lumentum exchange, interestingly, was Ohio; the Buckeye State’s $14.46 million transaction total eclipsed stalwarts Maryland, Illinois and Colorado – combined.

    INVENTORY LEVELS

    Florida, naturally, dominates currently available certificate inventory, with $672 million in total face value available as of Jan. 1. This is roughly 20 percent off Jan. 1, 2017’s $837 million in inventory. A significant part of this drop can be attributed to Miami-Dade ($201million to $157 million) and Broward ($122 million to $72 million) counties. Inventory is up in several key counties, however; Palm Beach, in particular, is up some $9 million year-over-year.

    K E Y T A K E A WAYS

    • Florida and Ohio continue to generate significant interest among secondary market investors, with Maryland, Colorado, Alabama and South Carolina representing a strong second tier.

    • Overall Florida inventory – a strong indicator of the industry as a whole – is off roughly 20 percent year-over-year.

    • Inventory drops are largely attributable to several key counties, while a few – particularly Palm Beach – are trending up.

    FLORIDA CERT IF ICATE INVENTORY LEVELS ( JAN. 1, 2018)

    2017 SECONDARY MARKET TRANSACTIONS BY LUMENTUM

  • NTLA Annual Report 2017

    NTLA 2018 Annual Conference

    February 28 - March 221st Birthday Celebration Ft. Lauderdale, FL W Hotel

    Expert speakers and panelists from all sectors will come together to share ideas and enhance the knowledge of attendees.

    Special 21st Birthday Celebration Black Jack Casino Night 15 Hours of Networking 36 Breakout Sessions

    This annual event returns to The W Hotel in Ft. Lauderdale, FL with the Presidents Reception Wednesday evening followed by TWO days of educational break-out-sessions. Mention the NTLA Conference when booking hotel for extra savings!

    This event is open to NTLA Members and Non Members.

    1st Time Attending? We offer a special discount for you! Bring new faces from your office!*Must be a first time attendee to any NTLA event.

    More Information: [email protected] or visit us at ntla.org/events

    NTLAAnnual Conference & Meeting

    JOIN THE CONVERSATION

    Subject { Tax Leins }

  • NTLA Annual Report 2017 9

    2018 State Legislative Sessions

    State Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

    Pre le Yes Yes* Yes Yes No Yes* No Yes* No No Yes No Yes Yes* Yes TBD Yes Yes TBD Yes Yes No No Yes* TBD Yes N/A No N/A Yes Yes Yes No No N/A No Yes Yes No Yes Yes Yes Yes N/A Yes* Yes Yes Yes No No No

    Convenes 1/9/18 1/16/18 1/8/18 2/12/18 1/3/18 1/10/18 2/7/18 1/9/18 1/2/2018 1/9/18 1/8/18 1/17/18 1/8/18 1/10/18 1/2/18 1/8/18 1/8/18 1/2/18 3/12/18 1/3/18 1/10/18 1/3/18 1/10/18 2/20/18 1/2/18 1/3/18 N/A 1/3/18 N/A 1/3/18 1/9/18 1/16/18 1/3/18 5/16/18 N/A 1/2/18 2/5/18 2/5/18 1/2/18 1/2/18 1/9/18 1/8/18 1/9/18 N/A 1/22/18 1/3/18 1/10/18 1/8/18 1/10/18 1/16/18 2/12/18

    Adjourns 4/24/2018 4/15/2018 4/28/2018 3/14/2018 8/31/2018 5/9/2018 5/9/2018 6/30/2018 12/31/2018 3/9/2018 3/31/2018 5/3/2018 3/30/2018 5/31/2018 3/16/2018 4/17/2018 4/17/2018 4/13/2018 6/4/2018 4/18/2018 4/9/2018 7/31/2018 12/31/2018 5/21/2018 4/1/2018 5/11/2018 N/A 4/18/2018 N/A 6/30/2018 1/14/2020 2/15/2018 1/2/2019 6/30/2018 N/A 12/31/2018 5/25/2018 3/9/2018 11/30/2018 6/30/2018 5/10/2018 3/26/2018 4/27/2018 N/A 3/8/2018 5/4/2018 3/17/2018 3/8/2018 3/10/2018 5/9/2018 3/15/2018

    Carryover No Yes No No Yes No No Yes Yes No Yes Yes No Yes No Yes Yes No No Yes No Yes Yes Yes No No N/A Yes N/A Yes No No Yes Yes N/A No Yes No Yes No Yes No Yes N/A No Yes No Yes Yes Yes No

    Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Carryover

    FISCALNOTE, INC. INFORMATION

    DC: 1 Thomas Circle, 8th Floor, Washington DC 20005

    Phone: (202) 793-5300

    NYC: 291 Broadway, 9th Floor, New York, NY 10007

    Phone: (202) 899-5285

    Seoul: 417 Yeongdong-daero, Daechi 2(i)-dong, Gangnam-gu, Seoul, South Korea 서울 : 서울 강남구 대치 2 동 417 영동대로

    * denotes single chamber. TBD indicates session dates have not yet been established. All data current as of 10/19/2017.

    FiscalNote

  • NTLA Annual Report 2017

    NTLA Conference Schedules

    2017 CONFERENCES ATTENDED

    Florida Tax Collector Spring Conference Executive Training, Ft. Myers, FL

    North Carolina TCTA Conference, Cherokee, NC

    County Treasurers Association of Ohio, Sandusky, OH

    National County Collectors, Treasurers and Finance Officers, Columbus, OH

    NRTCTA Northeast Regional Tax Collectors and Treasurers Assoc., Narragansett, RI

    SCATT Fall Conference (South Carolina Asses. Treasurers)

    NCAAO Fall Conference (North Carolina Assessors)

    Assoc. of Alabama Tax Administrators

    Arkansas County Tax Collectors Assoc.

    Arizona County Tax Collectors Assoc.

    Colorado County Treasurers Assoc.

    Northeast Regional TCTA

    Florida Tax Collectors, Inc.

    Georgia Assoc. of Tax Officials

    Assoc. of Public Teasurers of the US and Canada

    Illinois County Treasurers Assoc.

    Iowa County Treasurers Assoc.

    Indiana County Treasurers Assoc.

    Kentucky Assoc. County Treasurers & Finance Officers

    Louisiana Association of Tax Administrators

    Massachusetts Collectors and Treasurers Assoc

    Mississippi Municipal Clerks and Tax Collectors

    Missouri County Treasurers Assoc.

    TCTA of New Jersey (League of Munis)

    North Carolina Tax Collectors Assoc.

    North Carolina Assoc. of County Commissioners

    County Treasurers Assoc. of Ohio

    Pennsylvania State Tax Collectors Assoc.

    Rhode Island Tax Collectors Assoc.

    South Carolina Association or Auditors, Treasurers and Tax Collectors

    County Treasurers Assoc. of Texas

    Wisconsin County Treasurers Assoc.

    National Assoc. of County Collectors, Treasurers and Finance Officers

    Government Finance Officers Assoc.

    US Conference of Mayors

    CONFERENCES ATTENDING IN 2018

  • NTLA Annual Report 2017 11

    Code of Ethics

    1. NTLA members will be informed on local, state, and national issues, important to the tax lien industry.

    2. NTLA members will conduct business affairs in a manner which recognizes the rights of property owners and the responsibilities of public revenue officials, and which brings credit to the tax lien industry.

    3. NTLA members and prospective NTLA members, will always provide accurate and full disclosure for those membership categories based upon a dollar value.

    4. NTLA members will maintain appropriate competency to enhance the professional image of the Association through continuing education and business experience.

    5. NTLA members will work cooperatively with tax collectors, county treasurers, revenue commissioners, and other public revenue officials responsible for ad valorem tax lien and tax sale laws.

    6. NTLA members shall not make false or misleading statements about competitors, their business or business practices.

    7. NTLA members shall conduct business practices in accordance with local, state, and federal laws governing the purchase, issuance, and investment of tax liens, tax deeds, and the administration of tax lien sales, tax land sales, and foreclosure proceedings.

    8. NTLA members shall obey all local, state, and federal laws and regulations, particularly those concerning the registration and sale of securities; the buying and selling of tax liens, and tax deeds; the collection of taxes, tax liens and other municipal, state, and federal debt sold to third persons; real property foreclosures; fair debt collection practices; truth in lending; and unfair trade, anti-competitive, and antitrust behavior.

    Every member of the NTLA signs and adheres to its Code of Ethics. The Code is vital because it promotes moral behavior, acts as a guideline for ethical decision making, enhances the reputation of the industry and encourages long lasting positive relations. Thanks to all of our members for honoring the Code by living by its principals.

  • NTLA Annual Report 2017

    What are the benefits of becoming a Certified Tax Lien Professional®?

    Certification is an investment in one’s career and professional advancement. Being certified demonstrates a designated level of knowledge in all facets of tax lien financing. Increasing your education and investing in your future will greatly benefit you and your chosen profession.

    Where can I track my progress?

    my.certificationbank.com/NTLA/SignIn

    Are there prerequisites prior to sitting for the exam?

    Yes. The are specific prescribed experience, education and participation components. Additionally, a case study demonstrating charitable business practices is required.

    I’m certified! How can I let the world know?

    Congratulations! You’re free to add your certification status in your email signature line, on your business card, your LinkedIn profile, etc. – anywhere you go to tell the world about yourself. We also have a snazzy CTLP® logo that you can now utilize as you see fit.

    Where can I find the CTLP® Application?

    my.certificationbank.com/NTLA/CreateAccount

    Where can I find the requirements for the CTLP® designation?

    taxlienpro.org

    Once I pass the exam, what’s next?

    A diploma of CTLP Certification will be sent to you. All CTLP designees will be acknowledged on the NTLA website and all future NTLA Conference and Symposium programs.

    LEARN MORE

    taxlienpro.org

    NTLA Certified Tax Lien Professional (CTLP®) is a certification that validates professional and financial tax lien expertise through rigorous training and assessment.

    Becoming A Certified Tax Lien Professional Begins Here

  • NTLA Annual Report 2017 13

    We are pleased to announce our new partnership with MemberDeals. Now you’ll have access to exclusive discounts, special offers and access to preferred seating and tickets to top attractions, theme parks, shows, sporting events, movie tickets, hotels and much more. Be sure to visit often as new products and discounts are constantly being added!

    Memberdeals

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    The Best Prices.ON HOTELS!60%

    SAVE UP TO

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    40%SAVE UP TO

    Get 5 Days for thePrice of 4 Days!

    40%!Save Over

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    SAVE OVER 30% ON SELECT SEATS!

    35%!SAVE UP TO

    OFF DISNEYGATE PRICES!

    55$SAVE UP TO

    We are pleased to announce our new partnership with MemberDeals. Now you’ll have access to exclusive discounts, special offers and access to preferred seating and tickets to top attractions, theme parks, shows, sporting events, movie tickets, hotels and much more. Be sure to visit often as new products and discounts are constantly being added!

    WELCOME!EXCLUSIVE MEMBER

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  • NTLA Annual Report 2017

    N T L A F O U N D A T I O N . O R G

    For more information or to donate, please contact [email protected]

    The mission of the NTLA Foundation is to support owner-occupied homeowners with hardships. The purpose of the NTLA Foundation is to provide property preservation solutions to troubled homeowners, and is a resource for local governments and members of the National Tax Lien Association.

    Members of the National Tax Lien Association have generously donated funds to protect homeowners with hardships. The NTLA matched those donations to augment the scope and outreach in order to preserve home-ownership for more recipients.

    Who do we help?

    We work with the elderly, disabled

    veterans, and other hardship cases

    who owe back taxes to avoid property

    tax foreclosures.

    Who can apply for assistance?

    Local governments and Members of

    the National Tax Lien Association are

    allowed to submit applications.

    Who evaluates the application?

    The NTLA Foundation’s Board of

    Directors ultimately decides who

    receives assistance. The NTLA

    Foundation committee determines the

    scope of assistance.

    "Hardship Solutions for Homeowners"

    The mission of the NTLA Foundation is to support owner-occupied homeowners with hardships. The purpose of the NTLA Foundation is to provide property preservation solutions to troubled homeowners, and is a resource for local governments and members of the National Tax Lien Association.

    Members of the National Tax Lien Association have generously donated funds to protect homeowners with hardships. The NTLA matched those donations to augment the scope and outreach in order to preserve home-ownership for more recipients.

    Who do we help?

    We work with the elderly, disabledveterans, and other hardship cases

    who owe back taxes to avoid propertytax foreclosures.

    Who can apply for assistance?

    Local governments and Members ofthe National Tax Lien Association are

    allowed to submit applications.

    NTLAFOUNDATION.ORG

    “Hardship Solutions for Homeowners”

    Who evaluates the application?

    The NTLA Foundation’s Board ofDirectors ultimately decides whoreceives assistance. The NTLA

    Foundation committee determines thescope of assistance.

    For more information or to donate,please contact [email protected]

    N T L A F O U N D A T I O N . O R G

    For more information or to donate, please contact [email protected]

    The mission of the NTLA Foundation is to support owner-occupied homeowners with hardships. The purpose of the NTLA Foundation is to provide property preservation solutions to troubled homeowners, and is a resource for local governments and members of the National Tax Lien Association.

    Members of the National Tax Lien Association have generously donated funds to protect homeowners with hardships. The NTLA matched those donations to augment the scope and outreach in order to preserve home-ownership for more recipients.

    Who do we help?

    We work with the elderly, disabled

    veterans, and other hardship cases

    who owe back taxes to avoid property

    tax foreclosures.

    Who can apply for assistance?

    Local governments and Members of

    the National Tax Lien Association are

    allowed to submit applications.

    Who evaluates the application?

    The NTLA Foundation’s Board of

    Directors ultimately decides who

    receives assistance. The NTLA

    Foundation committee determines the

    scope of assistance.

    "Hardship Solutions for Homeowners"

  • NTLA Annual Report 2017 15

    The NTLA is organized by a 14-member Board of Directors, responsible for guidance and the overall planning and direction of our mission. The Board of Directors is comprised of highly skilled and educated leaders in all facets of the tax lien industry, including asset management, government finance, collections, community redevelopment and real estate law.

    Board of Directors

    Robert W. Keyser | President Taylor & Keyser

    John Garzone | Vice President Tower Capital Management

    Gary Branse | Treasurer The Kislak Organization

    James F. Truitt Jr. | Secretary James F. Truitt, Jr., PA

    Donald R. Dinan | General Counsel Goetz Fitzpatrick

    Jim Meeks | Legislative Chair MTAG Services

    Bruce Bronster | Board Member Windels Marx Lane & Mittendorf

    Doug Gale | Board Member Terra Echelon

    Troy Ritter | Board Member Capital One Bank

    Edward Marcus | Board Member The Marcus Law Firm

    Adam Greenberg | Board Member Honig & Greenberg

    Philip M. Sivin | Board Member M.D. Sass

    Albert Friedman | Board Member Alterna Tax Asset Group

    Tom Meyerer | Board Member * Not Pictured Capital One Bank

    Trey Gulledge | Board Member Cazenovia Creek Investment Management

    NTLA PAST PRESIDENTSGeorge Noga | 1999 Trans AM

    Steve Morison | 2000 National Tax Assistance Corp.

    James Meeks | 2001, 2004, 2005 MTAG Services

    Vinay Jessani | 2002, 2003 M.D. Sass

    Gary Branse | 2006, 2007 Bank Atlantic

    John Garzone | 2008, 2009 Xspand

    Mary Haggerty | 2010 JP Morgan Chase

    Marshall Atlas | 2011 Salta Group

    Douglas Gale | 2012, 2013 REO America

    Bruce Bronster | 2014, 2015 Windels Marx Law

    Trey Gulledge | 2016, 2017 Cazenovia Creek Investment Management

  • Committee Reports

    EXECUTIVE

    The Executive Committee consists of six individuals: President, Vice-President, Treasurer and Secretary, Executive Director and General Counsel. The President is responsible for conducting all Board Meetings and the overall direction of the Association. The Vice-president chairs the membership committee and supports the needs of the President. The Treasurer is responsible for the management and oversight of all financial matters. The Secretary is charged with keeping the Board meeting minutes. The Executive Director is responsible for the day-to-day operations of the Association. The General Counsel oversees all legal matters of the NTLA.

    LEGISLATIVE

    The Legislative committee is one of the largest and most active groups. This committee is comprised of a Government Affairs Director, and Committee Chair and Legislative monitors. The Government Affairs Director and the Committee Chair provide oversight and direct interaction with State Legislators. The Legislative monitors review bills and label the NTLA position (favor, oppose, neutral) or priority (high, medium, low). The committee produces weekly legislative reports for all NTLA members.

    PUBLIC RELATIONS – NEW MARKETS

    The Public Relations committee supports the mission of the NTLA with legislators and the media. The committee seeks to enhance the overall image of the tax lien industry through words and deeds. These goals are accomplished through proactive media coverage of positive interactions with local governments, taxpayers and the communities in which we serve.

    MEMBERSHIP

    The membership committee oversees the value proposition of NTLA membership. The committee seeks to increase membership in all segments of the industry the benefit of all. Lastly, the committee protects the good name of the NTLA by evaluating any background checks with derogatory remarks and processes any code of ethics complaints by current members.

    TAX DEED INVESTOR GROUP

    The Tax Deed Investor Group acts as the representative arm of tax deed investors by providing a centralized voice in a fragmented market. The TDIG tackles best practice methods for obtaining clear and marketable title while protecting property rights of taxpayers.

    CERTIFICATION

    The Certification Committee monitors the requirements and educational offerings for obtaining NTLA’s Certified Tax Lien Professional designation. The committee seeks experienced candidates to obtain the CTLP designation.

    ELECTIONS

    The Elections Committee oversees the annual elections of the NTLA Board of Directors and Board Officer elections. NTLA bylaws require a minimum of 11 Board Members (currently 14) of which the majority must come from the membership category “Investor-Servicer.”

    FOUNDATION

    The NTLA Foundation was formed in 2017 with the sole purpose of saving homeownership of elderly and disabled homeowners facing tax foreclosures. The 501C3 non-profit corporation management is funded by the National Tax Lien Assoc. assuring that 100% of fundraising goes towards homeowners in need.

  • ONLINE

    www.ntla.org

    TELEPHONE

    561.449.2484

    ADDRESS

    1135 W. Indiantown Road Jupiter, FL 33458

    National Tax Lien Association“Investing in America’s Communities” ™