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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Corporate Tax

Date & Time
  • event Date

    Tuesday, June 13, 2023

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    110 minutes

Credit Information

  • BARBRI is a NASBA CPE sponsor and this 110-minute webinar is accredited for 2.0 CPE credits.

$247.00
CPE
ALL

Our panel of real estate tax and valuation professionals will discuss the steps necessary to successfully appeal commercial property tax assessments across the U.S. and review specific procedures for New York City and the state of California.

Faculty

Robert Carver
Partner
Ryan Law

Mr. Carver brings nearly three decades of sophisticated and multifaceted New York real property tax law practice to Ryan Law. He represents commercial and industrial property owners in all aspects of real property tax administrative protests and courtroom litigation. This includes applications to the New York City Department of Finance and New York City Tax Commission, hearings at the Tax Commission, litigation settlement negotiations with the New York City Law Department, and motion, trial and appellate practice in various New York State Courts.

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Scott Donald
Principal
Ryan, LLC

Mr. Donald has more than 29 years of property valuation experience handling clients’ properties in Alaska, California, Hawaii, Oregon, and Washington.

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Susan Orloff
Principal
Ryan, LLC

Ms. Orloff specializes in all aspects of general real estate valuation with primary emphasis on ad valorem issues. Areas of expertise include assessment appeals of commercial, industrial, retail, and hospitality properties.

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Steve Thompson
Principal
Ryan, LLC

Mr. Thompson specializes in commercial real estate appeals for new construction, redevelopment, and income-producing properties, including office, multifamily, hospitality, and mixed-use properties.

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Description

Property assessments continue to increase despite the fact many property owners are still recovering from the pandemic. Commercial property owners have a limited time to file property tax appeals with the local assessor, and it can be an extensive process. Taxpayers can take initial steps by reviewing their assessments to ensure accuracy, however even if their real estate is significantly overvalued; critical deadlines must be met in every state to qualify for relief.

The tax savings realized from successful appeals are imperative for owners in states like California and New York that hold some of the highest-valued real estate and highest tax rates.

Listen as our panel of real property tax experts reviews the process of appealing property tax assessments for commercial real estate owners.

Outline

  1. Determining fair market values and critical deadlines
  2. Jurisdictional requirements to file appeals
  3. New York City
  4. California
  5. Hiring a professional and best practices

Benefits

The panel will cover these and other critical issues:

  • The necessary steps to take and minimize property tax liability
  • When to hire a professional to handle the appeals process
  • The property tax appeals process in California and New York City

NASBA Details

Learning Objectives

After completing this course, you will be able to:

  • Determine when you should appeal
  • Decide what critical deadlines must be met during the appeals process
  • Understand the assessment process in California and New York City

  • Field of Study: Taxes
  • Level of Knowledge: Intermediate
  • Advance Preparation: None
  • Teaching Method: Seminar/Lecture
  • Delivery Method: Group-Internet (via computer)
  • Attendance Monitoring Method: Attendance is monitored electronically via a participant's PIN and through a series of attendance verification prompts displayed throughout the program
  • Prerequisite: Three years+ business or public firm experience preparing complex tax forms and schedules, supervising other preparers or accountants. Specific knowledge and understanding of SALT taxation, nexus and apportionment as it applies to multi-state businesses.

Strafford Publications, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of Accountancy have final authority on the acceptance of individual courses for CPE Credits. Complaints regarding registered sponsons may be submitted to NASBA through its website: www.nasbaregistry.org.