PROGRAM INFORMATION
Date: September 11-13, 2024
Venue: AT&T Headquarters Dallas, TX
COST’s Property Tax Workshop will cover the latest property tax issues and trends companies are dealing with in 2024 and beyond – including an in-depth review of the latest developments in property tax legislation and litigation throughout the US. Presenters will be leading experts in the property tax field.
Check cost.org for the most up-to-date agenda.
Sessions by DMA’s Property Tax Experts
Incentives and Credits—Take Advantage of the Opportunities & Avoid the Pitfalls
Thursday, September 12 | 11:20 AM – 12:35 PM
Brian Anderson | Director, Credits and Incentives
In this environment of ever-shrinking incentives and exemptions, the speakers in this session will focus on being “in the know” on the property tax incentives and tax credit programs offered by states. Additionally, efforts by state and local governments, including assessors, to minimize incentives and exemption benefits, change the rules of the game after the incentive/credit package is in place, to inflate the market value of properties subject to an incentive, and to discuss strategies for managing those efforts. Conducting the proper research and negotiations are vital in this area. The dangers of not meeting the terms of an incentive and associated claw-back provisions, including ways to mitigate them, will also be addressed.
Obsolescence and Assessors Push for Special Valuation Methods for Certain Types of Properties
Friday, September 13 | 9:10 AM – 10:10 AM
Terry Accordino | Senior Tax Manager, Property Tax
State and local property tax assessors utilize tables that supposedly reflect (or do they?) both depreciation and obsolescence. Often, that obsolescence fails to reflect reality. The presenters in this session will discuss proactive ways to demonstrate reductions for obsolescence. Additionally, issues with assessors seeking to limit comparable sales and other valuation methods for certain types of property as “unique/special valued” properties will be discussed (both litigation and legislation).
Discussion of Texas Property Tax Issues with Assessors
Friday, September 13 | 10:30 AM – 12:00 PM
Moderated by: William Marchbanks | Vice President, Property Tax
It’s important to understand the perspective of the “other side” of the equation when practicing the art of property valuation. This panel of experienced former assessors will provide that perspective and help you understand the best way to approach and negotiate the valuation of your properties, with a specialized emphasis on Texas.