PROGRAM INFORMATION
Date: November 10 – 13, 2024
Venue: JW Marriott Tucson Starr Pass Resort – Tucson, Arizona
The IPT’s Property Tax Symposium is a leader in property tax education. It stands out for its diverse and fresh perspectives on a broad range of topics crucial to property taxation. Attendees will gain access to the most up-to-date information and strategic insights from leading experts in the industry.
Sessions BY DMA’S Property Tax Experts
Communicating from Consultant to Client to Corporate
Tuesday, November 12 | 9:15 am – 10:15 am
Scott Mitchell, Managing Director, Property Tax
In today’s fast-paced interconnected world, effective communication is critical for corporations to thrive and succeed in meeting their objectives with outside partners. This session will dive into the dynamic between organizations and their tax advisors and how communication plays a critical role within a successful partnership. Participants will be provided real-life examples and strategies to effectively establish communication protocols for various situations within a property tax review and appeal. Whether you are looking to improve collaboration, manage a potential conflict, or deliver a successful outcome, this session will equip you with the essential techniques and strategies to improve communication within a corporate- consulting partnership.
After attending this session, participants will be able to:
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- Apply best practices for managing and maintaining successful relationships with outside partners
- Demonstrate techniques for delivering clear and persuasive messaging between all stakeholders
- Evaluate real-world examples for successful communication strategies within a property tax appeal
- Review pitfalls and potential conflicts that can arise from ineffective communication protocols
Hot Topic: “Embedded Intangibles”! Let’s Break Down the Opportunities
Tuesday, November 12 | 12:30 pm – 1:30 pm
Jaclyn Cannici, Managing Director, Property Tax Practice Lead
In this comprehensive session, participants will delve into the complex world of “intangible” assets, focusing on their classification and tax implications. By examining freestanding intangible, “embedded” software, and “embedded” indirect costs, attendees will gain a nuanced understanding of these asset types and their taxability.
After attending this session, participants will be able to:
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- Differentiate and identify freestanding intangibles, embedded software, and embedded indirect costs
- Discuss the taxability of each
- List the various quantification methods
- Define implementation strategies for each