Hilton DFW Lakes ExecutiveConference Center

Grapevine, Texas

August 5-9, 2018

Property Tax School

Institute for Professionals in Taxation®

SUNDAY, August 5, 20183:00-5:00pm Registration

5:00pmOrientation (Mandatory Attendance)Welcome: Overview of School Purpose and Logistics

5:40-6:30pm General Session: Ethics in Property Tax *

6:45-7:15pm Concurrent Breakout Sessions by Group

7:15-8:30pm Dinner on your own in conference dining room (Included in package)

MONDAY, August 6, 2018

6:30-7:45am Breakfast on your own in hotel dining room (Included in package)

8:00am Course Introduction

8:30am-12pmGeneral Session: Property Tax Administration, Management and Practice

12:00-1:00pm Luncheon (Included in package)

1:00-2:30pmGeneral Session (continued): Property Tax Administration, Management and Practice

2:45-5:00pmConcurrent Workshop on Property Tax Administration, Management and Practice

6:00-8:00pm Dinner on your own in conference dining room (Included in package)

Study room is available in the evening

TUESDAY, August 7, 2018

6:30-7:45am Breakfast on your own in hotel dining room (Included in package)

8:00am Quiz and Review

8:40-9:40am General Session: Valuation Theory and Principles

9:55-11:15am General Session: Sales Comparison Approach

11:30am-12:30pm

Concurrent Workshop on the Sales Comparison Approach

12:30-1:30pm Luncheon (Included in package)

1:30-3:30pm General Session: Cost Approach

3:45-5:15pm Concurrent Workshop on the CostApproach

6:00-8:00pmInformal Group Dinner and Networking Austin Ranch (located on property)

Study room is available in the evening

WEDNESDAY, August 8, 2018

6:30-7:45am Breakfast on your own in hotel dining room (Included in package)

8:00am Quiz and Review

8:40-10:30am General Session: Income Approach

10:45am-12:00pm

Concurrent Workshop on the Income Approach

12:00-1:00pm Luncheon (Included in package)

1:00-1:30pmGeneral Session: Summary of Three Approaches, Reconciliation of Value Conclusions

1:30-3:45pm General Session: Personal Property Tax

4:00-5:15pm Concurrent Workshop on Personal Property Tax

6:00-8:00pm Dinner on your own in conference dining room (Included in package)

Study room is available in the evening

THURSDAY, August 9, 2018

6:30-7:45am Breakfast on your own in hotel dining room (Included in package)

8:00-9:00am General Session: Tax Research and Course Wrap-up

9:15amGeneral Session: Course Review and Property Tax Challenge

11:00am Final Quiz

11:30 am Conclusion of School

* Attendance at the ethics session is required for successful completion of the School. (See page 9 for further information)

Property Tax School At-A-Glance(For full program, please see page 4)

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The purpose of the Property Tax School is to provide a basic but comprehensive foundation in the theory and practice of property tax management for businesses, including demonstration of valuation techniques used by property tax professionals.

The school is recommended for individuals with less than five years of experience in the field and little or no exposure to appraisal training.

The course will be conducted by a faculty team of experienced tax professionals who will facilitate an informative, cooperative and effective educational environment consistent with the highest standards of adult continuing education and the Institute.

About IPT’s Property Tax School:

Purpose of the Property Tax School

• Develop an understanding of ad valorem property taxation within the business environment

• Develop a working knowledge of the business prop-erty tax profession, beginning with property tax administration, management and practice, and in-cluding real and personal property issues, valua-tion, taxation, compliance, audits, and tax-saving opportunities

• Develop an applied understanding of property valu-ation and appraisal principles

• Develop a clear understanding and appreciation of proper ethical conduct in the business property tax profession

• Facilitate the development of a network of profes-sional colleagues to assist each other in solving prop-erty tax administration problems

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The Institute, founded in 1976, is a 501(c)(3) not for profit educational association serving more than 4,500 members who represent approximately 1,500 businesses throughout the United States and Canada. It is the only professional organization that educates, certifies and establishes strict codes of conduct for property, sales and use tax, state and local income tax, VAT, and credits and incentives professionals who represent taxpayers (government officials or organizations do not qualify for membership).

About IPT

Objectives of the Property Tax School

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2018Sunday, August 5, 20183:00-5:00pm Registration

5:00pmOrientation (Mandatory Attendance)WelcomeOverview of School Purpose and Logistics

Thomas D. Blair, CMIChair, 2018 Property Tax SchoolBlair Tax Consulting IPT Welcome:Rick H. Izumi, CMIITA, LLCPresident-ElectInstitute for Professionals in Taxation®

5:40-6:30pmGeneral Session: Ethics in Property Tax*This session is to acquaint participants with the definitions, key questions and thought patterns concerning ethical be-havior in property taxation. This session will emphasize the 20 Canons that comprise IPT’s Code of Ethics.

At the end of this session, the participant should be able to:

• Recognize the importance of professional ethical behavior and why it is important to act in an ethi-cal manner.

• Recognize unethical behaviors as related to IPT’s Code of Ethics.

Instructors:Joshua E. Estes, CMI, Esq. Shareholder and Attorney Estes & Gandhi, P.C. Dallas, TX

Robert J. Sperling, CMITax ProfessionalIrvine, CA

* Attendance at the ethics session is required for successful completion of the School. (See page 9 for further informa-tion)

6:45-7:15pm Concurrent Breakout Sessions by Group

7:15-8:30pm Dinner on your own in hotel dining room(Included in package)

Monday, August 6, 20186:30-7:45amBreakfast on your own in hotel dining room(Included in package)

8:00am Course Introduction

8:30am-12:00pm General Session: Property Tax Administration, Management and PracticeThis session familiarizes participants with the staffing of a property tax department and the functions of that depart-ment.

The participant develops a basic understanding of effective tax rates, abatements and exemptions, and depreciation ta-bles.

This session also discusses leases, tax prorations, depart-ment budgeting, management reporting, sources of infor-mation, and practical application of information.

At the end of this session, the participant should be able to:

• Illustrate the history and purpose of property tax-es.

• Explain the basic functions, duties and issues that arise in a property tax department; identify per-sonal and real property information to maintain these functions.

• Identify and explain the classification of property to be used by a property tax professional.

• Define the methods used in identifying the legal description of land.

• Recognize, utilize and calculate the following: as-sessed value; assessment ratios; tax rates; and ef-fective tax rates.

Instructors:Rick H. Izumi, CMI PartnerITA, LLCChatsworth, CA

Mark R. Young, CMI Property Tax Manager Andeavor Carson, CA

12:00-1:00pm Luncheon(Included in package)

PROPERTY TAX SCHOOL

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1:00-2:30pm General Session (continued): Property Tax Administration, Management and Practice

Instructors:Rick H. Izumi, CMI PartnerITA, LLCChatsworth, CA

Jennifer S. Keierleber, CMI Senior Manager Altus Group Richardson, TX

Mark R. Young, CMI Property Tax Manager Andeavor Carson, CA

2:45-5:00pmConcurrent Workshop on Property Tax Administration, Management and PracticeThis workshop exercise is designed to improve participants’ understanding of effective tax rates in a practical application similar to problems often encountered in the work place.

At the end of this session, the participant should be able to:

• Calculate acreage from legal descriptions.

• Calculate tax rates and effective tax rates.

• Estimate property tax liabilities.

• Identify some of the property tax advantages and disadvantages for different locations.

6:00-8:00pmDinner on your own in hotel dining room(Included in package)

Study room is available in the evening.

Tuesday, August 7, 20186:30-7:45amBreakfast on your own in hotel dining room(Included in package)

8:00amQuiz and Review

8:40-9:40amGeneral Session: Valuation Theory and PrinciplesThis session provides an overview of valuation theory, prin-ciples, methods and techniques for real and personal prop-erty. This is not an appraisal course. The objective of this

and subsequent sessions is to provide the participant with the basic understanding of the concepts and principles of property valuation and fundamentals of appraisal as they relate to ad valorem tax disputes. Participants gain limited exposure to valuation methodology. They should be able to differentiate between flawed and sound appraisals based on knowledge of valuation principles. Included, is a dis-cussion of all three approaches to value: Sales Comparison (market), Cost, and Income.

First, we begin with an explanation of the context of property valuation and concepts important for property tax practice.

At the end of this session, the participant should be able to:

• Recognize the three approaches to value.

• Identify the principles of appraisal theory.

• Recognize the various factors that can affect the value of a property.

• List certain rights that affect property appraisal.

• List the four elements that create value.

• Define various market values based on intended uses.

Instructors:Joshua E. Estes, CMI, Esq. Shareholder and Attorney Estes & Gandhi, P.C. Dallas, TX

John C. Balboa, CMITax Manager John C. Balboa North Hollywood, CA

9:55-11:15amGeneral Session:Sales Comparison Approach At the end of this session, the participant should be able to:

• Identify and define real estate concepts and terms such as real property, fee simple, situs leasehold estate, and market value.

• Analyze sales information to derive property values via the sales comparison approach.

• Complete a sales comparison grid.

• Calculate gross income multipliers.

Instructor:Mindy McLees, CMI Director Great American GroupDallas, TX

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11:30am-12:30pmConcurrent Workshop on the Sales Comparison Approach

12:30-1:30pmLuncheon(Included in package)

1:30-3:30pmGeneral Session: Cost Approach

At the end of this session, the participant should be able to:

• Recognize the differences between physical, func-tional and external obsolescence.

• Recognize the principle of substitution and its ap-plication.

• Identify those situations where the cost approach is most reliable.

• Distinguish between the different methods of esti-mating costs and understand which method is ap-propriate in your specific situation.

• Observe and determine actual age vs. effective age.

• Compare the differences between replacement cost and reproduction cost.

Instructors:Thomas D. Blair, CMIOwnerBlair Tax Consulting Midlothian, TX

William J. Dearien, CMI Senior Manager Baden Tax Management Frisco, TX

3:45-5:15pmConcurrent Workshop on the Cost Approach

6:00-8:00pmInformal Group Dinner and Networking Austin Ranch (located on property)

Study room is available in the evening.

Wednesday, August 8, 20186:30-7:45amBreakfast on your own in hotel dining room(Included in package)

8:00amQuiz and Review

8:40-10:30amGeneral Session:Income ApproachAt the end of this session, the participant should be able to:

• Define the income approach to capitalization.

• Apply the appropriate appraisal principles as they relate to the income approach to value.

• Explain the basic assumptions of the income approach as well as its applicability and limita-tions.

• Identify and apply the income approach model using specific examples Define each step of the basic model.

• Define IRV and its inter-relationships; apply IRV in mathematical applications.

Instructors:John M. Schindler, CMI Senior Manager Real Estate Tax Target Corporation Minneapolis, MN

Robert J. Sperling, CMITax ProfessionalIrvine, CA

10:45am-12:00pmConcurrent Workshop on the Income Approach

12:00-1:00pmLuncheon(Included in package)

1:00-1:30pmGeneral Session: Summary of Three Approaches, Reconciliation of Value Conclusions

At the end of this session, the participant should be able to:

• Reconcile the three approaches to value in order to determine a final valuation amount or range.

• Identify the component parts of an appraisal report.

• Begin to review appraisals with an eye toward reason-ableness.

Instructors:Mindy McLees, CMI Director Great American GroupDallas, TX

Ann Marie Person, CMI Senior Manager - Property Tax International Paper Company Memphis, TN

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1:30-3:45pm General Session: Personal Property TaxThis session acquaints the participants with definitions, classifications, reporting practices and valuation issues of personal property taxation. The session will emphasize the importance of understanding fixed asset property records which form the primary basis of reporting. A better aware-ness of the property records and other company financial in-formation can result in achieving significant tax savings for your company.

At the end of this session, the participant should be able to:

• Define and classify the various types of personal property.

• Discuss the basic elements of a fixed asset report and its use in property tax reporting.

• Recognize the requirements for accurately filing a personal property rendition.

• Identify the various methods used to value per-sonal property.

• Recognize tax saving opportunities.

Instructors:Pat W. Sloan, CMI, ASA Principal - Property Tax Merit Advisors, LLC Gainesville, TX

Susan B. Starnes, CMI Business Personal Property Compliance Manager Paradigm Tax Group Dallas, TX

4:00-5:15pmConcurrent Workshop on Personal Property TaxThis session provides a forum for the discussion of personal property valuation as it applies to filing the rendition, review and valuation comparisons. Specific goals include reinforc-ing the concept that the LIFO method understates the mar-ket value of the inventory, determining tax saving opportu-nities through the reclassification of assets from longer life categories to shorter life categories, and identifying the tax exempt assets and capitalized costs which do not add value and should be excluded.

At the end of this session, the participant should be able to:

• Identify personal property filing and valuation procedures.

• Recognize errors and deficiencies in the valua-tion process.

• Calculate an inventory valuation using both LIFO and FIFO methods.

• Analyze a fixed asset listing to file a personal property rendition.

6:00-8:00pmDinner on your own in hotel dining room(Included in package)

Study room is available in the evening.

Thursday, August 9, 2018 6:30-7:45amBreakfast on your own in hotel dining room(Included in package)

8:00-9:00amGeneral Session: Tax Research and Course Wrap-upThis session will acquaint the participants with various re-search tools and resources relevant to property tax profes-sionals.

At the end of this session, the participant should be able to:

• Recognize the importance of research to the prop-erty tax profession.

• Identify various research tools and resources rel-evant to property tax professionals.

Instructor:Rebecca Sobel, CMI Manager Ernst & Young LLP Milwaukee, WI

9:15amGeneral Session:Course Review and Property Tax Challenge

Instructors:Thomas D. Blair, CMIOwnerBlair Tax Consulting Midlothian, TX

William J. Dearien, CMI Senior Manager Baden Tax Management Frisco, TX

11:00amFinal Quiz

11:30amConclusion of School

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Chair:Thomas D. Blair, CMI

OwnerBlair Tax Consulting

Midlothian, TX

Co-Vice-Chair:Joshua E. Estes, CMI, Esq.

Shareholder and Attorney Estes & Gandhi, P.C.

Dallas, TX

Co-Vice-Chair: Mark R. Young, CMI

Property Tax Manager Andeavor

Carson, CA

John C. Balboa, CMI Tax Manager

John C. Balboa North Hollywood, CA

Montgomery E. Brantley, CMIProperty Tax Manager

Martin Marietta MaterialsDallas, TX

William J. Dearien, CMI Senior Manager

Baden Tax Management Frisco, TX

Rick H. Izumi, CMI Partner

ITA, LLCChatsworth, CA

Jennifer S. Keierleber, CMI Senior Manager

Altus Group Richardson, TX

Mindy McLees, CMI Director

Great American GroupDallas, TX

Ann Marie Person, CMI Senior Manager - Property Tax International Paper Company

Memphis, TN

John M. Schindler, CMI Senior Manager Real Estate Tax

Target Corporation Minneapolis, MN

Pat W. Sloan, CMI, ASA Principal - Property Tax

Merit Advisors, LLC Gainesville, TX

Rebecca Sobel, CMI Manager

Ernst & Young LLP Milwaukee, WI

Robert J. Sperling, CMITax Professional

Irvine, CA

Susan B. Starnes, CMI Business Personal Property

Compliance Manager Paradigm Tax Group

Dallas, TX

Overall Chair, Property Tax Education:Paul A. Wilke, CMI

Director, Ad Valorem TaxWeingarten Realty Investors

Houston, TX

2018 Property Tax SchoolCommittee/Faculty

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Registration

Join today!If non-members so elect, they may join as a Member (applicable 2018 calendar year dues required) and save the $500 differential by taking advantage of the lower registration fee. To apply for or renew membership, please visit the membership section of the IPT website. 2018 Consultant Membership Dues are $375. For those qualifying as a Corporate Member (not a Consultant), check the website to determine cost of joining under your company’s fee tier. Membership Dues are nonrefundable even if registration is cancelled. Please note that registrants who have not paid their membership dues for 2018 will not be granted the reduced registration fee. NOTE: In cases where local registrants from the Grapevine area are not residing at the Hilton DFW Lakes Executive Conference Center, there is an added registration fee supplement of $625.00. This fee must be paid by anyone not listed under the IPT block of rooms. See page 10 of the “Hotel Accommodations” section for further information.Registrations must be completed in advance of the School through the IPT Office. There are 3 different ways to register:1. Online Registration: (Preferred Method) - or -2. Complete a registration form and email to:

tmiller@ipt.org (Emailed/Faxed registrations may not be secure and it is recommended to register online) - or -

3. Mail to: 1200 Abernathy Road, N.E., Suite L-2, Atlanta, GA 30328.

Any on-site registration will incur a surcharge of $50. Full refunds will be issued for any applications not accepted. Confirmation of acceptance will be sent via email after registration has been received. Names received after July 27th may not appear in the printed registration list.

Cancellation/Substitution FeeThe cancellation fee is $100 for any filed registration. After July 20, 2018, no refunds will be made. No cancellations will be valid unless submitted in writing to IPT. For more information regarding administrative policies, such as com-plaint and refund, contact our office at (404) 240-2300.

Substitution FeePrior to July 5, 2018

$40.00 After July 5, 2018

$50.00 (plus the cost of delivery of any materials, etc.)

AttendanceAll participants must arrive no later than 5:00pm on Sunday, August 5th. The registration desk will be open from 3:00 - 5:00pm on Sunday, August 5, 2018. Registrants should pick up their materials at this time. Note: Hotel check-in is not available until 3:00pm. Orientation, scheduled for 5:00pm on Sunday, August 5, 2018, is required for all participants. Attendance will be electronically recorded, and all registrants will be required to complete a final quiz on Thursday, August 9, 2018, that will be administered at 11:00am. (Please make your travel arrangements accordingly).Quizzes will be given during the week. Participants are expected to attend 90% (i.e., earn 27.36 CE credit hours) of the school including the one-hour ethics session. The 90% attendance, including the required ethics session must be reflected in the official certificate of attendance. Certificates of completion and result letters will not be sent unless this requirement is satisfied. In addition, a cumulative passing score must be realized on the quizzes for successful completion of the school.

School NotebookAn integral part of the School is the notebook that contains all of the learning materials. As part of the registration fee, participants will receive a printed version of the notebook at the School and will be granted web access seven days before the School and during the School. Accessible power outlets are not available in the meeting rooms to power a computer if the materials are stored on a hard drive. Registrants should bring along a battery-operated calculator, scratch pads, pencils, pens, etc.No phones are permitted on the table during the quizzes. Using your cell phone with a downloaded calculator application is not authorized.

Registration Fee(applicant or someone from company must belong to IPT):

By July 5, 2018$895 includes printed course notebook(applicant personally belongs to IPT)

After July 5, 2018$945 includes printed course notebook (applicant personally belongs to IPT)

By July 5, 2018$1,395 includes printed course notebook

(non-member whose company has members in IPT)

After July 5, 2018$1,445 includes printed course notebook

(non-member whose company has members in IPT)

Substitution Fee

Prior to July 5, 2018 $40.00

After July 5, 2018 $50.00

(plus the cost of delivery of any materials, etc.)

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Hotel AccommodationsRegistrants for this program are expected to reside under the group block at the Hilton DFW Lakes Executive Conference Center which is located at 1800 Highway 26 East, Grapevine, Texas 76051. The nightly package rate for this program is $325 plus state and local applicable taxes and fees.For one occupant, the room package for Sunday to Thursday provides:

• Overnight guest room accommodations ($169 plus tax) and

• The CMP package ($156 plus tax) that includes confer-ence dining breakfast, lunch and dinner during the School, DFW Airport transfers, guest room and meeting WiFi, applicable service charges and the daily participant fee charged by the hotel that is applied to audio visual and meeting room space costs.

Please contact the hotel directly for double occupancy rates. For those who wish to stay Saturday night prior to the school, the rate is $169 plus tax. This Saturday rate does not include any meals. Check-in time is 3:00 PM and check-out time is 12:00 PM. Reservations requested after the room block is filled or beyond the cut-off date (July 6, 2018), whichever comes first, are subject to availability and not necessarily at the group rates. All reservations are subject to the appropriate state and local tax. The hotel accepts all major credit cards. In order to guarantee a reservation, a deposit equivalent to one night’s room and tax or the guarantee of the same by a major credit card is required.Dallas area registrants are encouraged to stay at the hotel. The peer interaction that takes place is an essential part of the program as well as the optional study hall night sessions where instructors are available for questions. Should election be made, however, to stay at home, or not under the pack-age plan in IPT’s block of rooms, there is a supplemental registration fee of $625 to cover some of the overhead costs that are a part of the hotel package. For each local at-tendee or attendee outside of the IPT block of rooms, the supplemental fee covers Monday - Thursday buffet break-fast, Monday - Wednesday lunch, Sunday - Wednesday dinner, refreshment breaks, wireless internet and the daily participant fee charged by the hotel that is applied to audio visual and meeting room space costs.Reservations should be made in a timely manner with the hotel by using one of the following options:1. Go to the following website and enter your arrival

and departure information: http://www.hilton.com/en/hi/groups/personalized/D/DFWAHHF-1PT-20180805/index.jhtml?WT.mc_id=POG

King and queen bedding accommodations have been blocked for this group. Please note that all guests rooms are non-smoking. For any other requests or inquiries, please enter this information within the appropriate request boxes during the reservations process or call the hotel directly at the num-ber below.2. Call the Hilton DFW Lakes Executive Conference Center reservation office at 817-481-8444 (reference the IPT room block) to secure the appropriate package rate. For any additional nights needed before or after the posted group dates, please contact the hotel reservation office at the above phone number to check availability. The rate will not include the meal package.Reservations should be made with the hotel by July 13, 2018, to ensure receiving the group rate. After this date, or once the room block is filled, reservations requested will be on a space available basis.All reservation dealings are with Hilton DFW Lakes Executive Conference Center and not the IPT Atlanta office. Only your school registration form and registration fee should be sent to the IPT Atlanta office. A one night’s deposit of $325 plus applicable taxes will be charged at the time the reservation is made. The Hilton DFW Lakes Executive Conference Center requires credit card information when making online reserva-tions and upon arrival, each guest will be required to present a valid credit card on which an amount of sufficient pre-autho-rization can be obtained to cover the anticipated use to Hilton DFW Lakes Executive Conference Center’s services.

Hotel CancellationsA cancellation notification must be given no later than 5 days prior to arrival (Monday, July 30, 2018) or you will be charged the full package rate.

Location and Ground TransportationThe Hilton DFW Lakes Executive Conference Center is located approximately 3 miles from the Dallas/Ft. Worth International Airport with the DFW International Airport Shuttle provides complimentary transportation to and from the hotel. After claiming your luggage, please contact Hilton DFW Lakes Transportation dispatcher at (817) 410-6778 or (817) 481-8444. When speaking with the Hilton DFW Lakes dispatcher, you will need to give your terminal and gate number. Once you have informed the dispatcher of your location, you will be instructed where to board the Hilton DFW Lakes shuttle. The Hilton DFW Lakes shuttles are white with a blue cityscape on the sides.

Cab fare is estimated at $25 one way. Contact the hotel for other options such as direct limousine service. Complimentary self-parking is available for overnight guests of the hotel. Guests that are not staying overnight will be charged $15 per day for parking. Valet parking is currently, $15 per day.

Hotel Accommodations

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Facts about the Hilton DFW Lakes Executive Conference Center

The hotel is located in Grapevine, TX, approximately 3 milesfrom DFW International Airport and 25 minutes from down-town Dallas, Fort Worth or Arlington. Set in a 40-acre lakesidelocation featuring fishing and jogging trails, the hotel providesa fitness center, indoor and outdoor pools, tennis courts, jog-ging and walking trails, racquetball courts, 2 on-site restau-rants, lounge, 24-hour room service and complimentary Wi-Fiin guest rooms and meeting space.

IPT PublicationWhile course-specific material (participant notebook) is used during the school, IPT’s Property Taxation, 4th Edition, is an excellent reference for those in the property tax area. This “go-to” resource helps to resolve and further define property tax issues. It’s essential reference material for every business property tax practitioner, whether you’re just starting out or have been in the profession for years. For those new to the field, it offers a thorough introduction to the intricacies of property tax and serves as a “must have” guide to navigating through complex taxation issues. For those with more experience, it is a manual that provides comprehensive coverage on key issues, statutes and case law and acts as an excellent resource to help navigate unique and unusual topics that occasionally surface. For your convenience, the book is now available on a flash drive format, which is user-friendly, easily searchable and highly portable. The flash drive costs $100 for registrants of the school.

Dress CodeStudies have shown that the optimum classroom temperature is 65°. The Hilton maintains an optimum learning environment. Please bring appropriate sweaters or long-sleeved shirts to class. Attire during the day is business casual. While the entire hotel and meeting complex is enclosed, clothing appropriate for the season should be brought for any outdoor activities.

PhotosPhotos will be taken at this event. These may be published in IPT publications, multimedia presentations, website, LinkedIn and Facebook pages, and other IPT related social media sites. Registration and attendance at, or participation in, IPT meetings or other activities constitutes agreement by the registrant/speaker/attendee to IPT’s use and distribution of the registrant’s, speaker’s, or attendee’s image or voice in photographs, videotapes, electronic reproductions, and tapes of such events and activities. Tape recording of sessions is not permitted.

Continuing EducationThe Institute for Professionals in Taxation® 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.Approximately thirty point four (30.4) continuing educa-tion credits including one (1) IPT Ethics credit hour are available for full attendance. In accordance with the stan-dards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. CMIs will ob-tain hour-for-hour continuing education credits for attendance up to a maximum of 30 credit hours.IPT has filed with the Texas Department of Licensing and Regulation for Texas Property Tax Consultants Credit.IPT also files for Continuing Legal Education in the program’s host state so, therefore, has filed for CLE in the State of Texas. Many other CLE states and accrediting organizations have reciprocal agreements with other states. It is the responsibility of the attendee to file with any other organization/agency. Any fee imposed by an individual state based on an individual’s credit hours is the responsibility of the individual. The Institute provides a standardized Certificate of Attendance that may be presented to other organizations two weeks after the program. Please contact the IPT office for assistance as needed.Prerequisites: NoneProgram Level: BasicField of Study: Taxes and Regulatory EthicsInstructional Method: Group LiveAdvance Preparation Required: NoneAs required by regulatory agencies, IPT must verify individual attendance at sessions in order to grant Continuing Education Credits. Each registrant’s name badge has a unique bar code that identifies that individual. In order to obtain CE credit, the individual must have his or her bar coded badge scanned during the first 15 minutes of each session. No credit for the session will be given to unscanned registrants. Each attendee will be able to obtain a copy of his or her scanned attendance (Certificate of Attendance) through the IPT website on the “My Participation” tab approximately two weeks after the end of the program. Participants will receive their official results and scanned attendance data by email.

Further Information

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Ernst & Young LLP

Marvin F. Poer and Company

National Association of Property Tax Attorneys

R.E. McElroy, LLC

Tax Advisors Group, LLC

2018 Property Tax School Sponsors

The generosity of our sponsors allow us to deliver industry-recognized, top-level educational program-ming and IPT’s Board of Governors and members thank all of the sponsors for this program. If you are interested in learning more about how to become a sponsor, visit the following link from our website: Sponsorship Opportunities.

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CMI Designation - Property TaxThe Institute for Professionals in Taxation®‘s designation, Certified Member of the Institute (CMI), is available to anyone who meets specific educational requirements, has five or more years of property tax experience, and is an active member of the Institute in good standing. Successful completion of both the written and oral CMI examinations is required.The educational requirements to achieve the CMI Property Tax professional designation include attendance and successful completion of the Personal Property Tax School and the Real Property Tax School. Successful completion or challenge of the Property Tax School is a prerequisite for both the Personal Property Tax School and Real Property Tax School. The CMI requirements and the CMI Candidacy Application can be downloaded from the IPT website at: www.ipt.org.

Professional Designation

Event Location City, State Dates

2018 Real Property Tax School Georgia Tech Hotel & Conference Center Atlanta, GA August 19 - 24, 2018

2018 Personal Property Tax School AT&T Executive Education &Conference Center Austin, TX September 23 - 27, 2018

2019 Real Property Tax School Georgia Tech Hotel & Conference Center Atlanta, GA August 18 - 23, 2019

2019 Personal Property Tax School AT&T Executive Education & Conference Center Austin, TX October 20 - 24, 2019

Upcoming Dates for 2018/2019

Institute for Professionals in Taxation®600 Northpark Town Center, 1200 Abernathy Rd., Suite L-2

Atlanta, GA 30328-1040 Phone: (404) 240 - 2300 | Fax: (404) 240 - 2315