Property Tax Management Workshop for Accounting & Finance Professionals

Course Details

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Course Description

Real and personal property taxes typically represent a significant holding cost to commercial and industrial property owners. Rising property tax rates and inflated 2020-year assessments may create unpredictability and unique planning opportunities for your company’s property taxes. Whether your clients own real estate or your company owns office buildings, manufacturing plants, hotels, apartments, retail stores, distribution centers, warehouses, senior care facilities or other properties, an opportunity may exist to protest the tax value.

Property taxes are often ignored until “surprises” happen with material increases.  Since property tax is likely your company’s first or second-highest property tax burden which will grow as you make capital investments, it's imperative that you, as a company leader, advisor, and accountant,  manage to avoid increases ahead of time. To lend insight, Josh Malancuk, a leading 28-year property tax specialist and company President, will discuss management best practices for improving your company’s property tax investigation process and overall profitability through lower property taxes – a burden that represents one of the largest ongoing expenses to your capital intensive company. 

Highlights of the webinar : 

  • Overview of Property Tax
  • Property Tax Rate Unpredictability
  • Assessment Differentials
  • Property Tax Review

If you have questions about best practices for managing your company property taxes, this webinar will address many of the answers. 

Webinar Qualifies for

  • 1 CPE credit of Taxes for all CPAs
  • 1 CE credit of Federal Tax Subjects for CRTPs (CTEC Approved - 6273)
  • 1 CE credit of Federal Tax for Oregon Tax Preparers
  • 1 CE credit of Federal Tax for Maryland Tax Preparers
  • 1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

Learning objectives

  • Best practices for managing your company property taxes
  • Improving your company's property tax investigation process
  • Insight in to overall profitability through lower property taxes

About Presenter

Josh Malancuk, CPA

President, JM Tax advocates

Joshua@jmtaxadvocates.com

Josh Malancuk, a leading 28-year property tax specialist serves our firm clients by delivering strategic planning opportunities with real and personal property tax reduction advocacy, value-added property tax compliance, and maximum level economic incentive procurement. Prior to founding JM Tax Advocates ten years ago, he gained 18 years of tax experience in public accounting by serving as national property tax practice lead for a top-10 regional accounting firm and a national tax director with a top Big-4 accounting firm.  
 
Education, Professional Licenses, and Designations:
  • Bachelors of Science, Indiana University in Business Accounting
  • Indiana State Certified General Appraisers License
  • Certified Tax Representative – State of Indiana
  • Indiana Registered CPA
  • CMI designation awarded by the Institute for Professionals in Taxation
  • Texas Senior Property Tax Consultant
  • Tennessee Registered Agent
 
National Speaker Experience:
  • National IPT Speaker - Incentive Clawbacks and FAS 141 Property tax Consequences of Business Combinations
  • National Business Institute – Indiana Property Tax Updates
  • Indiana Manufacturers Association – Property Tax Management
  • Indiana CPA Society – Property Tax Advocacy and Economic Development Incentive Planning
  • Kentucky CPA Society -- Property Tax Advocacy and Economic Development Incentive Planning
  • Financial Executives International – Employment and Facilities Expansion Strategies

At JM Tax Advocates, our diverse team of professionals provides tailored strategies to help our clients achieve cost reductions while maintaining control over their material annual property tax costs. We built our foundation on these three client-centered principles: 

  • Integrity
  • Honesty
  • Fairness  

Our goal is to become your long-term business partner.  

Year after year, our clients count on our team to deliver millions $$$ in achieved savings benefit through the following service areas:

  • Property tax reduction advocacy
  • Value-added property tax compliance planning
  • Maximum level state and local incentive procurement

Our team has over 50 years of national experience in reducing real/personal property taxes through co-sourcing initiatives and economic tax incentive procurement, including extensive experience by having served large industrial and commercial holdings nationwide.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.3
(229)
49%
33%
13%
3%
2%
  • EC
    ESSIE COFIELD , ACCT./BK
    Jun 4th 2020
    Exceptional course. In just 1 hours, Josh was able to give a "big picture" look at property taxes. Drawing upon his speciality in property tax was able to give me a sense of where property taxes are going in the future. Well worth the time even if you don't deal with property taxes on a regular basis.
NH
Nicole Haley , ACCT./BK, EA
The webinar was very informative and gave me new things to think about with my clients.
JA
Joseph Aube , CPA
There is so much more about property taxes that I never knew. This will help me add greater value to my client's work. Thanks, Josh for clearing my doubts.
JHL
Jin Ho Lee , EA, Attorney
Great insight shared by Josh on the profitability of property taxes.
JB
Joseph Bellinghieri , CPA, Attorney
Learned the practices that determine the company property tax bill. Definitely going to be helpful for my clients
VS
Varvara Salazar , CPA
The timeframe for this program was just right, the speaker was knowledgeable, the slides were pertinent. It had just the right quantity and quality of content

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

IRS Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary

CTEC Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
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Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
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Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
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Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
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Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
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Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
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Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • CE Credits 1
  • IRS Course ID GEHNZ-T-00151-20-O
  • CTEC Course ID 6273-CE-0162
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Practitioners CPA - Small Firm CPA - Mid Size Firm Tax Pros Tax Firm Young CPA CPA in Business Entrepreneurial CPA Tax Managers Tax Preparer
  • Handout Material Download

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
QuickBooks: Year-end Procedures
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Measuring and Managing Customer Profitability
Monday, July 06, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
Ethics for Arizona CPAs : Part 2 (Board of Accountancy)
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Monday, July 06, 2020 | 12:30 PM EDT View Details/Register
FRAUD ESSENTIALS: WHO? How? why? what?
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
LATEST UPDATES ON FBAR AND FATCA OBLIGATIONS FOR INDIVIDUALS AND ENTITIES (COVID-19)
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
Budgeting using Excel
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
Form 1040 Schedule C ( Updated 2020 )
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
TAX-FREE RETIREMENT - POWERFUL STRATEGY OF INFINITE BANKING
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register