Property Tax Management

Date: Wednesday, September 25, 2024
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenters: Marty Tschida, CMI, Principal, Moss Adams LLP, Michael Clayton, Managing Director, Moss Adams LLP
Moderator: Wayne Sine, Education Director, National Society of Accountants for Cooperatives
Learning Objectives:
• Understand the importance of accurate property tax assessments.
• Develop strategies for property tax mitigation.
• Have the understanding to implement best practices for property tax management.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.

Course Description

Cooperatives often lack the necessary internal resources to properly manage property tax assessments—exposing the entity to inaccurate assessments, inflated tax liabilities, and possible penalties and interest. By proactively reviewing your real and personal property tax assessments, you can position your organization to potentially reduce property taxes to the lowest legal amount.  This session will provide tips for reducing the risks and costs associated with incomplete, incorrect, or late property tax filings and pursuing exemptions, abatements, and other tax mitigation opportunities.

Presenter and Moderator Bios

Presenter: Marty Tschida, CMI, Principal, Moss Adams LLP

Marty Tschida is a Principal with Moss Adams and has practiced public accounting since 2007. He specializes in state and local tax consulting and compliance services, including severance tax, property tax, sales and use tax, and income and franchise tax. Marty assists clients with state audit controversy, refund studies, process implementation, and state tax planning. While he has addressed state tax issues in a variety of industries, Marty primarily focuses on the energy, technology, and retail industries.

Marty currently manages over $15B in his role of property tax leader at Moss Adams. Further, Marty leads the consulting group within Moss Adam’s Energy practice. His previous experience includes four years working in state and local tax at a national firm.

Presenter: Michael Clayton, Managing Director, Moss Adams LLP

Michael Clayton is a Managing Director at Moss Adams and has practiced property tax since 1986. Throughout his career, Michael’s expertise includes representing owners in the real estate, hospitality, golf, ski, manufacturing, hi-tech, electric, pipeline, oil and gas, telecommunications, cable, and airline industries.

Michael’s experience includes advising hundreds of companies throughout the country regarding their ad valorem taxes. He has served many Fortune 500 companies as well as clients with large, national property portfolios.

Michael has served in a national capacity, primarily responsible for client development, management, and relations. His responsibilities include an emphasis on complex properties with focus on utility, manufacturing, industrial, and resort property.

Prior to running his own consulting firm, Michael worked at a Big Four firm.

Moderator: Wayne Sine, Education Director, National Society of Accountants for Cooperatives

After retiring as Tax Director for Southern States Cooperative, Wayne Sine was asked to serve as Education Director for NSAC. He has been a long-time and active member of NSAC, having served as past President of the Atlantic Chapter and past Chair of the Tax Committee. In addition to his work with NSAC, Wayne has served on the Legal, Tax, and Accounting (LTA) Committee of the National Council of Farmer Cooperatives, Chaired the Tax Committees for both the Virginia Chamber of Commerce and the Virginia Manufacturers Association, served on the Tax Policy Committee of the Virginia Society of CPAs, and served as past Region Vice President for the Tax Executives Institute.

Cost
Free for NSAC Members / $56.00 for Non-Members

  Online Registration

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.