Real and personal property tax compliance, assessment review, appeals, and exemptions.
Theory + practical training + case studies + activities + simulations + software
Level
Freshers
Subject
Specialist Tax
Format
5-day program
Day by day
Day 1
How property tax works
Real and personal property
Assessment ratios and millage rates
The annual property tax cycle
Practice: Recalculate a tax bill from assessment data.
Day 2
Valuation
Cost, income, and sales comparison approaches
Reading assessment notices
Common assessor errors
Practice: Review sample assessments and flag questionable values.
Day 3
Business personal property
Fixed asset listings
Depreciation schedules and renditions
Ghost assets and disposals
Practice: Prepare a rendition from a client's fixed asset register.
Day 4
Appeals
Appeal deadlines by jurisdiction
Building evidence
Informal review and formal hearings
Practice: Prepare an appeal package for an over-assessed property.
Day 5
Exemptions and capstone
Exemptions and abatements
Payment and compliance calendars
Client reporting
Practice: Complete a multi-location case study and compliance calendar.
More than theory
We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.
Theory
Code sections, forms, and the reasoning behind each rule.
Practical training
Hands-on preparation from realistic client source documents.
Case studies
Real-world fact patterns worked from start to finish, then discussed.
Activities
Group exercises, quizzes, and error-spotting drills that keep every concept active.
Simulations
Mock client files, review notes, and deadlines that mirror busy season.
Software training
Data entry, diagnostics, and e-file steps in the software your team uses.
Software covered
Hands-on sessions run in the platforms your team uses. See all software
Property tax
Renditions, assessment tracking, appeals, and bill payment.
ONESOURCE Property Tax
Avalara Property Tax
County assessor and collector portals
Fixed assets and depreciation
Asset records, depreciation schedules, and book-to-tax differences.
CCH ProSystem fx Fixed Assets
Fixed Assets CS
Sage Fixed Assets
Bloomberg Tax Fixed Assets
Data and AI tools
Cleaning client data, automating workpapers, and using AI with review controls.
Microsoft Excel
Power Query
Power BI
Alteryx
Microsoft Copilot
ChatGPT
CoCounsel
Your trainer
Vijay Narayandas
Two decades training tax teams and building US tax practices
Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.