Aug
27

Event Start

1:00PM

Aug
27

Event Ends

2:00PM

Program Information

Embedded intangibles—such as software bundled within equipment or nontaxable indirect costs buried in project budgets—are a hot topic in the property tax world. When properly identified and quantified, these assets can often be excluded from taxable value, leading to meaningful tax savings.

In this webinar, Accredited Senior Appraisers Jaclyn Cannici and Nathan Fineman will demystify the concept of embedded intangibles and explore their implications across jurisdictions. Drawing on deep valuation experience and recent industry case studies, they’ll share practical approaches for identifying and defending embedded intangible claims within your assessment process.

Discussion topics will include:
  • Differentiating between freestanding and embedded intangible assets
  • How embedded software and indirect costs can inflate property tax assessments
  • State-specific considerations and legal precedents impacting taxability
  • Common pitfalls in quantifying embedded intangibles—and how to avoid them
  • Best practices regarding documentation, support, and appeal strategies
Who Should Attend?

This webinar is designed for tax professionals and financial decision-makers responsible for managing real and personal property taxes within capital-intensive industries—including manufacturing, utilities, energy, and data centers. Recommended for tax directors, property tax managers, and corporate finance professionals at organizations with complex fixed asset portfolios.

Practitioners, service providers, and representatives from state and local tax agencies may attend by invitation only.

Learning Objectives

By attending this webinar, participants will:

  • Be able to differentiate between freestanding and embedded intangible assets
  • Understand how to identify embedded intangibles
  • Recognize the implications of embedded intangibles on property tax assessments
  • Gain familiarity with best practices for quantifying and supporting embedded intangible claims

Additional Information

Cost: There is no cost to attend
Credits: 1.0 available*
Field of Study: Taxes
Course Level: Intermediate level program
Delivery Method: Group Internet Based
Prerequisites: Previous experience in corporate tax
Advanced Preparation: None

* You will need to participate in 50+ minutes for each hour of instruction, answer all poll questions, and complete the post-webinar survey.

Refunds and Cancellations: Programs are presented free of charge. For more information regarding administrative policies such as refund, complaint, and/or program cancellation, please contact events@dmainc.com.

DuCharme, McMillen & Associates, 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 credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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