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Venue: JW Marriott, Tampa
Dates: November 5 – 8, 2023 | 8 AM – 5 PM ET

IPT’s Property Tax Symposium offers new and varied perspectives on a wide array of topics that are of utmost importance to those who work in property taxation. The Property Tax Symposium is where property tax professionals go to prepare for what’s coming next and fine-tune their strategies for the issues they encounter day-to-day.

IPT’s Property Tax Symposium is the quintessential program for property tax professionals representing businesses.  

Meet Our Experts

Steve Brunson

Managing Director, Credits & Incentives

Joshua Rhoads

CMI, Vice President of Operations


What Incentive? Balancing Appropriate Assessment Valuations Within C&I
Tuesday, November 7, 2023
10:30 – 11:30 AM
Steve Brunson, Managing Director, Credits & Incentives
DuCharme, McMillen & Associates, Inc. 

Property tax incentive programs can present many complexities and hurdles throughout the negotiation process – from public relations, government support, structuring, and legal review the list goes on! Unfortunately, current and future assessment valuation can often get lost in the process creating unexpected challenges, and even reducing or eliminating incentive benefits. Hear from industry experts on best practices within the entire property tax incentive lifecycle, specifically focusing on the impacts of assessment valuations on property tax incentive values. 

After the session, the participant will be able to: 

  • Analyze appropriate property tax valuation and assessment methodologies for new construction, investment, and redevelopment 
  • Learn how property tax assessments can impact incentive performance 
  • Learn how baseline assessments can impact tax increment financing, abatements, PILOTS, and more 
  • Evaluate risks and challenges associated with predetermined assessment agreements 
  • Best practices for managing assessment valuations and incentive agreements to maximize savings

Back to the Future! Technology & Innovation Within Property Tax
Wednesday, November 8, 2023
10:00 – 11:30 AM
Joshua Rhoads, CMI, Vice President of Operations
DuCharme, McMillen & Associates, Inc.

Explore the digital transformation sweeping the property tax industry. Learn how advanced technologies are reshaping valuation, collection, and compliance processes. Hear from industry leaders on successful tech implementations and the future of property taxation. Join us for a concise, insightful glimpse into the evolving landscape of property tax innovation.  

After the session, the participant will be able to: 

  • Analyze the practical implications of emerging technologies on property valuations and tax assessment methodologies 
  • Discuss key ethical considerations associated with the adoption of technology-driven solutions in the property tax industry 
  • Identify and evaluate real-world examples of successful technology implementations that have improved tax administration efficiency 
  • Apply critical thinking to predict the future trends and challenges in property taxation as technology continues to evolve 
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