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Live Webinar

100-minute live streaming program
  • January 30
  • 1:00 - 2:40 pm EST

Also available as:

OnDemand Webinar
Audio & Reference Manual
MP3 Download

California Property Tax Update

January 30

Develop winning 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. Receive a broad overview of California's often complex property tax laws. Get the information you need to analyze your property tax situations, assessment appeals and 2018 ownership changes.

Learning Objectives

- You will be able to describe property tax assessment appeals.

- You will be able to identify reasons to appeal assessments in 2018.

- You will be able to recognize handling ownership changes in 2018.

- You will be able to explain how to prepare business personal property returns and respond to assessor audits.

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Why Lorman?

Over 30 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

Property Tax Assessment Appeals
  • Reasons to Appeal Assessments in 2018
  • Types of Assessments and Appeal Deadlines
  • Winning Strategies for Handling Property Tax Appeals
  • Seeking Judicial Review of Appeals Board Decisions
Preparing Business Personal Property Returns and Responding to Assessor Audits
Handling Ownership Changes in 2018
  • Proposition 13 Outlook
  • Change in Ownership Safe Harbors
  • Structuring Transactions Under Proposition 13
Documentary Transfer Tax
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More Program Information

Why Lorman?

Over 30 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

OnDemand Webinar

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

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CPE 2.0 including Taxes 2
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Audio & Reference Manual

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

MP3 Download

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

Who should attend?

This live webinar is designed for accountants, CPAs, controllers, tax managers, real estate professionals, presidents and vice presidents, CFOs, bookkeepers, tax preparers and attorneys.

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Why Lorman?

Over 30 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

Bradley R. Marsh, Esq.

Bradley R. Marsh, Esq.

Greenberg Traurig, LLP

  • Shareholder with Greenberg Traurig, LLP in San Francisco, California
  • Practice focuses on tax controversy matters including state and local tax, real estate purchase and sale, government relations and tax transactional
  • Frequent speaker and has written numerous publications
  • Former chair of California State Bar Association, taxation section
  • Tax professor, Golden Gate University LL.M. Tax Program; Tax professor, Santa Clara University School of Law
  • J.D. degree, University of California, Hastings College of Law; B.A. degree, with honors, California State University
  • Can be contacted at 415-655-1252 or [email protected]
Cris K. O'Neall, Esq.

Cris K. O'Neall, Esq.

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]
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More Program Information

Why Lorman?

Over 30 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 400612
Published 2016, 2017, 2018
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