Descriptions

Seminar Descriptions

Collection, Interpretation, Model-Building of Income & Expense Data

Description:

The purpose of this workshop is to assist appraisers in the collection and interpretation of income and expense data for the construction of income models for establishing market value. The workshop concentrates on the following areas: Income approach definition and formulas, forms and methods for data gathering and additional sources, templates for storing and using data, review of reconstructing income and expense statements, extraction and development of the capitalization rate, data analysis, interpretation and model building, and testing the income model.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: April 1, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Development of Capitalization Rates

Description:

This workshop will explore the difference between capitalization rates used in direct capitalization and a yield rate used in yield capitalization. We will discuss the difference between an overall capitalization rate, a land capitalization rate and a building capitalization rate along with some other common terms used in capitalization rates discussion such as unloaded versus loaded capitalization rates, terminal capitalization rates.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: April 2, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Registration Deadline: March 19, 2020

Exemption Administration Seminar 2019

Description:

Back by popular demand . . . TAAD presents a seminar for CAD staff that administer exemptions, both partial and total. This is a two-day seminar that outlines major categories of property tax exemptions, as well as litigation and administrative and application issues associated with them:
• Residence Homesteads
• Charitable Organizations and Housing
• Business Exemptions
• Other Exemptions and Application/Administrative Issues
• New exemptions from 86th Session

This is a chance to get information on current exemptions, as well as new and amended exemptions passed by the recent legislative session.

Duration: Registration 8:30-9; Day 1 class 9-5; Day 2 class 9-3; Lunch on your own

Dates: December 5-6, 2019 |

Location: North Austin Marriott - 2600 La Frontera Blvd, Round Rock, TX 78681

Instructor: Instructors for the seminar will be a who’s who of property tax attorneys . . . Barry Gaines of Harris County Appraisal District, Robert Mott of Perdue Brandon Fielder Collins and Mott (retired), Sands Stiefer of Olson &Olson, and Matthew Tepper of McCreary Veselka Bragg & Allen.

Fees: 2019 Member District: $150 | 2019 Associate/Affiliate Member: $200 | Nonmember: $250 |

Credits: 12.25 CEs (requested)

Registration Deadline: 14 days prior to class

Mass Appraisal Analysis & Benchmarks

Description:

This one-day workshop is designed to help refresh the mass appraisal technics used in the valuation process and also to help establish some processes and procedures for unusual or more challenging events. Topics discussed will include: USPAP, Scope of Work, Mass Appraisal, Market Value, Highest and Best Use Analysis, Neighborhood Analysis, Benchmarks, Sales Validation, Sales Ratio Analysis, Sales Chasing and Trending.

Students will understand the annual application of the mass appraisal process, consider various analyses for fine-tuning neighborhood values, understand what data to analyze when establishing benchmarks as well as review and expansion of sales ratio analysis, review processes to detect and avoid sales chasing, and understand the proper application of trending valuations.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: March 19, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Registration Deadline: March 5, 2020

Understanding Methods & Assistance Program (MAP) Review for New Chief Appraisers

Description:

Are you anxiously preparing to experience a Methods and Assistance Program (MAP) Review? If you area new-to-the-process chief appraiser, this half-day session will be just what you need! Representatives of the Comptroller’s Property Tax Assistance Division will be on hand to outline the process, answer your questions and concerns, and help you prepare for your appraisal district’s review.

Note: Class size will be limited to 32… don’t delay in registering!

Duration: Registration 8:30-9am; Class 9am-Noon

Dates: January 10, 2020 |

Instructor: PTAD Staff

Fees: 2020 Member District: $25 | 2020 TAAD Associate/Affiliate Member: $50 | 2020 Non-Member: $100 |

Credits: 3.0 CEs

Registration Deadline: One week prior to seminar or until class max size has been reached

USPAP Refresher

Description:

This one/half-day (3.5 hours) USPAP update workshop covers the following topics:

  • 2014/2015 edition of the Uniform Standards of Professional Appraisal Practice (USPAP) revisions.
  • When does USPAP apply?
  • Review revisions to the Conduct section of the Ethics Rule.
  • Review revisions to Reporting Requirements Advisory Opinion (AO) 11.
  • Review revisions to Standard Rule 3-5.
  • Review Standard Rule 6 – Mass Appraisal

Each Registered Professional Appraiser (RPA) may take this workshop during his or her two-year recertification period in order to meet Texas Department of Licensing & Regulation (TDLR) continuing education requirements for USPAP training for all mass appraisers effective January 1, 2014.

NO ONSITE REGISTRATIONS WILL BE ACCEPTED

Duration: Class Hours: 1-4:30pm

Dates: February 23, 2020 |

Location: Renaissance Dallas Hotel - 2222 N Stemmons Fwy, Dallas, TX 75207, USA

Instructor: Sands Stiefer

Fees: 2020 Member District: $75 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 3.5 CEs

Registration Deadline: February 14, 2020

Valuation of Metal Buildings/Barndominiums

Description:

The purpose of this workshop is to provide some guidance and suggestions on the process of analysis and valuation of metal buildings converted to living areas, or what we call “barndominiums.”  These are structures that appear to be metal-clad farm buildings, but part or all the structure has been finished on the interior and used as living area. Some are used as a temporary living area while the owners construct a new stick-built home, while others are built as a permanent residence. The framing can be pole or steel.

Duration: Registration 8-8:30am; Class 8:30-5

Dates: March 18, 2020 |

Instructor: Rick Stuart, CAE

Fees: 2020 Member District: $100 | 2020 Affiliate/Associate Member: $150 | 2020 Nonmember: $200 |

Credits: 7.5 hours

Registration Deadline: March 4, 2020