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Online Manual

Property Tax

Do you have the most effective strategies for managing real and personal property tax? Understanding how California's unique property tax system works is crucial. Moreover, many taxpayers believe that little can be done to reduce their property tax burden. Purchase these reference materials and get a broad overview of California's often complex property tax laws. Don't wait - order today and get the information you need to analyze your property tax situations. Benefits for You •Determine what property is taxed •Learn the critical components of valuation methods •Review the essentials of completing a business property statement •Successfully navigate the assessment appeal application procedure •Find out what you need to know about judicial remedies
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Who and What Property Is Taxed?
— C. Stephen Davis, Esq. and Cris K. O'Neall, Esq.
  • Constitutional Principles and Proposition 13
  • Property Subject to Tax
    • Real Estate (Land and Improvements)
    • Personal Property and Fixtures
    • Exemptions and Immune Property
    • Exclusions
  • Who Is Taxed?
    • Real Estate (Land and Improvements)
    • Personal Property and Fixtures
  • Place of Taxation
    • Real Estate (Land and Improvements)
    • Personal Property and Fixtures
  • Taxable Date
Assessment Procedures
— Robert E. Slavin, Esq.
  • Assessment Rolls
    • Preparation and Correction of Roll
  • Escape Assessment
  • Supplemental Assessment
  • Assessment of Personal Property and Fixtures
  • Penalty Assessments
  • Notice to Taxpayers
  • Payment and Collection of Tax
Valuation and Assessment of Property
— Cris K. O'Neall, Esq.
  • Standard of Value
    • Constitutional and Statutory Definitions
    • Definition of Fair Market Value
  • Methods of Valuation
    • Cost Method
    • Income Method
    • Comparable Sales Method
    • Selection of Proper Method(s)
  • Specific Properties and Issues
    • Possessory Interests
    • Intangible Property
    • Open-Space Property
Assessment Appeals and Judicial Remedies
— C. Stephen Davis, Esq., Cris K. O'Neall, Esq. and Robert E. Slavin, Esq.
  • Application for Reduction of Assessment
    • Time to Apply
    • Contents of Application
    • Jurisdiction of Board of Equalization
  • Hearing on Application for Reduction
    • Prehearing Issues, Including Discovery
    • Time for Hearing
    • Hearing Procedures
    • Burden of Proof and Evidentiary Standards
    • Board Rulings and Findings
  • Judicial Remedies and Review
    • Claim for Refund and Lawsuit for Refund
    • Other Judicial Remedies
    • Relief Available
    • Interest
    • Attorneys' Fees
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Online Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Cris K. O'Neall, Esq.

Cris K. O'Neall, Esq. – Moderator

Greenberg Traurig, LLP

  • Shareholder at Greenberg Traurig, LLP in Irvine, California
  • Practice devoted exclusively to ad valorem property tax counseling and litigation
  • Co-writer, California Chapter of American Bar Association’s Property Tax Deskbook
  • Member of the board of directors of California Taxpayers’ Association
  • Organizer and chair of the Advanced Property Tax Seminars and Property Tax Symposium for the American Bar Association and Institute for Professionals in Taxation
  • Chair of the State and Local Tax Committees of the California State Bar Association and the Los Angeles County Bar Association
  • Published numerous articles on property taxation in national real estate industry journals
  • Conducted more than three dozen one-day courses on California property taxation
  • Has spoken on various topics relating to California property taxation on more than 100 occasions
  • J.D. degree, UCLA Law School; B.A. degree, summa cum laude, Claremont McKenna College
  • Can be contacted at 949-732-6610 or [email protected]
C. Stephen Davis, Esq.

C. Stephen Davis, Esq.

Cahill, Davis & O'Neall, LLP

  • Partner with the law firm of Cahill, Davis & O’Neall, LLP
  • Practices exclusively in property tax counseling and controversies
  • Adjunct professor, Loyola Law School, teaching California property tax
  • Frequent speaker before numerous groups on California property taxation issues
  • Regularly participates in rulemaking proceedings and drafting assessor handbooks relating to various assessment issues before the California State Board of Equalization
  • J.D. degree, Loyola Law School; B.A. degree, University of California, Los Angeles
  • Can be contacted at 213-622-0600 or [email protected]
Robert E. Slavin, Esq.

Robert E. Slavin, Esq.

Assessment Counselling Services

  • Principal with Assessment Counselling Services
  • Represents taxpayers in real and personal property tax disputes against various assessing offices
  • Specializes in dealing with assessor staff at the administrative and board level
  • Holds a California broker’s license
  • Veteran 12-year city council member of the city of Westlake Village and a two-time mayor
  • Involved with various property tax related and appraisal organizations
  • Frequent speaker before various organizations regarding property tax matters
  • J.D. degree, George Mason University School of Law; B.A. degree, California State University, Northridge
  • Can be contacted at 805-374-9500 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 384163
Published 2011
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