2025 ASA Property Tax Valuation Conference

More About This Event

ASA Member Price: $249 | Non-Member Price $349

Wednesday, June 18, 2025

Unlock Insights. Enhance Your Expertise.

The 2025 ASA Property Tax Valuation Conference is designed for machinery and technical specialties (MTS) appraisers seeking a deeper understanding of personal property taxation and related valuation issues. The program features expert-led sessions that cover essential topics such as property tax fundamentals, valuation challenges, and the nuanced intersection between real and personal property.

Attendees will gain practical insights into how appraisal work intersects with property tax matters, how to identify overlooked elements like functional and economic obsolescence, and how classification impacts taxability. The day concludes with an essential session on preparing for deposition or trial, offering guidance on how to confidently deliver credible testimony.

Ideal for valuation professionals involved in or interested in property tax matters, this conference delivers actionable strategies and foundational knowledge to support accurate, defensible appraisals in complex tax environments.

This event offers up to 5 hours of ASA CE credit and will be recorded.

Conference Chairs

Jamie Allen, ASA | Director, Property Tax - National Complex | Ryan
Tim Roy, ASA | Senior Appraiser | Capitale Analytics

Virtual Platform

This conference is being held via Zoom. Please be sure to review Zoom's System Requirements. See the Event Access tab to join the live virtual conference after registering.

Thank you to our sponsors for supporting this important event!

Agenda

1:00pm - 1:05pm
Welcome/Introductions
Jamie Allen, ASA | Director, Property Tax - National Complex | Ryan, LLC

1:05pm - 1:10pm
ASA Update
Guillermo Ortiz de Zárate | Chief Executive Officer | ASA

1:10pm - 2:10pm
Personal Property Tax Basics for MTS Appraisers
Jaclyn Cannici, ASA | Managing Director | DuCharme, McMillan & Associates, Inc.

This presentation will cover the basics of property tax, with a focus on personal property (machinery & equipment) at locally-assessed industrial properties. We will also explore similarities and differences between a property tax assessment and an appraisal, as well as what an ASA should consider when preparing an appraisal report for use in a Property Tax matter.

2:10pm - 3:10pm
Property Tax Valuation: Adding Value without Adding Value
John Ray | Senior Vice President | BVA Group

Most taxing jurisdictions go through the motions when valuing business personal property. Taxpayers submit their rendition, or list of assets and cost basis, only for the taxing authorities to at best, apply published depreciation tables and at worst, feed the data into a Byzantine black box. Most depreciation tables only account for physical depreciation and do not consider functional or economic obsolescence. The cost approach to value stops one third the way through the valuation process. This is incorrect. However, if the jurisdiction applies this methodology uniformly wrong to all taxpayers it is considered proper.

3:10pm - 3:20pm
BREAK

3:20pm - 4:20pm
The Intersection of Real and Personal Property
Ashley Moore | Senior Manager, Property Tax Complex | Ryan, LLC

The classification of property is critical to ensure accurate property tax treatment. The intersection of real property and personal property poses a particularly unique classification challenge that can have a material impact on value and taxability.

4:20pm - 5:20pm
Preparing for Deposition and/or Trial and What to Expect
Kevin Reilly, ASA | Managing Partner | evcValuation LLC

Preparing for Deposition and/or Trial is key when determining success. Also understanding what to expect, knowing the key factors, and grasping the best process for preparing will help lead to confidence and credible testimony. Join us for a comprehensive hour of learning the keys to preparing, the potential pitfalls, and tips/tricks for successful testimony.

*Agenda subject to change.

Group Discounts

A 10% discount off the current, applicable registration fee is available for five or more individuals registering from the same organization. Individuals must be registered as a group to qualify for the discount. For additional details and instructions on how to register, please contact ASA Member Services at +1 800-272-8258 or +1 703-478-2228 or via e-mail at asainfo@appraisers.org.