Nathan Fineman

ROLE

Nathan specializes in identifying valuation discrepancies and uncovering property tax savings opportunities through comprehensive property tax reviews, with a focus on complex personal property. He collaborates with clients nationwide, offering strategic guidance in consulting, tax planning, due diligence, tax minimization, and audit defense. Nathan conducts in-depth analyses of fixed asset data, financial records, operational data, and compliance filings to pinpoint areas for potential tax reduction. His work includes on-site inspections of diverse facility and asset types, representation during audits and appeals, and assistance with preparing and submitting tax documentation, including securing exemptions, abatements, and other tax-saving mechanisms.

EXPERTISE

9+ years in property tax; 4 years with DMA

 

• Over 6 years of experience as a machinery and equipment appraiser, in addition to over 9 years in property tax
• Experience covers various industries, including consumer and industrial products, data centers, pulp and paper, specialty chemicals, automotive, healthcare, financial institutions, printing, railroad, food and beverage processing and packaging, retail, and hospitality
• Highly experienced in managing and performing complex valuation reviews and assignments for domestic and international clients worldwide
• Experience valuing assets throughout the United States, Canada, Mexico, South America, Europe, the Middle East, Australia, Asia, and South Africa
• Completed comprehensive on-site inspections at numerous locations in the United States, Canada, Europe, Asia, and the Middle East, with additional locations completed on a desktop basis

JURISDICTIONS

Alabama | Arizona | Arkansas | California | Colorado | Connecticut | District of Columbia | Florida | Georgia | Indiana | Kentucky | Louisiana | Maryland | Massachusetts | Mississippi | Missouri | Nevada | North Carolina | Oklahoma | Oregon | South Carolina | Tennessee | Texas | Utah | Virginia | West Virginia | Wisconsin | Wyoming

 

INDUSTRIES

Automotive | Banking & Financial Services | Data Centers | Distribution | Healthcare | Hospitality | Manufacturing | Mining | Pharmaceuticals | Retail | Transportation

 

TECHNOLOGY

S&P Capital IQ | Value Line | Kroll Cost of Capital Navigator

 

EDUCATION / CREDENTIALS

• Bachelor of Arts, Economics and Political Science (emphasis in Business Management) – Indiana University
• Accredited Senior Appraiser – American Society of Appraisers (ASA), Machinery and Technical Specialties
• Treasurer, Chicago Chapter ASA Board
• Regularly attends continuing education courses through the American Society of Appraisers and other institutions
• Regularly presents on personal property tax topics
• Speaker, Institute for Professionals in Taxation (IPT) Annual Conference
• Regularly conducts in-depth industry research