Descriptions

Seminar Descriptions

Agricultural Use Appraisal / Agricultural Schedule Building

Description:

TAAD presents a seminar for appraisers!

Did you know the agricultural valuation course has been retired? To provide training in that area, TAAD is sponsoring a one-day seminar designed to instruct about the basics of developing ag values and calculating rollbacks as well as building ag schedules (using cash and share leases).

Registration fees must reflect current membership status.

Requests for refunds must be in writing and submitted by October 4; a $75 cancellation fee will be deducted. No refunds for cancellations after October 4.

Duration: Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 12, 2021 |

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

Instructor: Carla Pope-Osborne, Perdue Brandon Fielder Collins & Mott

Fees: 2021 TAAD Member District: $150 | 2021 TAAD Associate/Affiliate Member: $175 | 2021 Non-member: $200 |

Credits: 7.5 CEs

Registration Deadline: October 1, 2021

** Chief Appraiser Ethics

Description:

TAAD presents an online seminar for TDLR registrants needing mandatory CEs!

(Reminder: TDLR counts this for mandatory “ethics” credit, whether or not you’re a chief appraiser!)

CHIEF APPRAISER ETHICS (OFFERED VIA ZOOM)

  • Monday, October 18, 2021 OR Monday, December 6, 2021
  • Class Location: ZOOM online. Log in info will be sent the week prior to class.
  • Class Hours: October 18: 10am-noon; December 6: 1:30-3:30pm
  • Registration deadline: 3 days prior to session
  • Primary Instructor: Marya Crigler
  • CEs: 2.0 hours of MANDATORY TDLR CEs

Registration fees must reflect current membership status.  Requests for refunds must be in writing and submitted by no later than 7 days prior to the class; a $50 cancellation fee will be deducted. No refunds for cancellations made less than 7 days prior to the class.

** Virtual Offering (this session is pre-recorded)

Duration: Class Hours: October 18: 10am-noon; December 6: 1:30-3:30pm

Dates: October 18, 2021 | December 6, 2021 |

Location for October 18: Zoom

Location for December 6: Zoom

Instructor: Marya Crigler, Travis CAD

Fees: 2021 TAAD Member District, Affiliate Member, Associate Member : $50 | 2021 Non-member: $100 |

Credits: 2 CEs

Recommended Prerequisites: Must be registered to receive credit.

Registration Deadline: 3 days prior to session

Deeds, Records, and Title Transfers

Description:

TAAD presents a one-day seminar for appraisal district staff members with the responsibility to handle deed transfers, record changes and title research.

Registration fees must reflect current membership status.

Requests for refunds must be in writing and submitted by October 4; a $75 cancellation fee will be deducted.  No refunds for cancellations after October 4.

Duration: Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 11, 2021 |

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

Instructor: Sandra Griffin, Perdue Brandon Fielder Collins & Mott; Roland Altinger and Bonnie Hebert, Harris CAD

Fees: 2021 TAAD Member District: $150 | 2021 TAAD Associate/Affiliate Member : $175 | 2021 Non-member: $200 |

Credits: 6.5 CEs

Registration Deadline: October 1, 2021

Exemption Administration Seminar 2021

Description:

TAAD presents a seminar for CAD staff!

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 87th Session

Registration fees must reflect current membership status.

Requests for refunds must be in writing and submitted at least 7 days prior to class; a $75 cancellation fee will be deducted. No refunds for cancellations later than November 8, 2021.

Duration: Registration 8:30-9; Day 1 class 9-5, Day 2 class 8:30-3); breakfast included, lunch on your own

Dates: November 15-16, 2021 |

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

Instructor: Barry Gaines, Low Swinney Evans & James Chris Jackson, Perdue Brandon Fielder Collins & Mott Sands Stiefer, Olson & Olson Matthew Tepper, McCreary Veselka Bragg & Allen

Fees: 2021 TAAD Member District: $175 | 2021 TAAD Associate/Affiliate Member: $225 | 2021 Nonmember: $300 |

Credits: 13.5 CEs

Registration Deadline: November 1, 2021

** Leased Fee vs. Fee Simple (presented by the TAAD-IAAO Chapter)

Description:

This 3.5 hour workshop is designed to help participants understand important areas:

Fee Simple
• Ambiguity: Appraisal Institute definition v. legal definition
• What is an encumbrance?
• What is a lease?

Alternative to fee simple: Leased Fee
• Legal definition (Duration, alternative to fee simple: leasehold)
• TARE 15th ed. on the two definitions
• Different purposes of the two definitions (Appraisal Institute: identify
how above / below market rent might impact value; Legal: identify the value of a permanent interest)

Leasehold
• What is a lease? (revisited)
• Real property or personal property?

Applications
• Fee simple in condemnation in the unit rule
• Fee simple absolute v. defeasible fee
• Intangibles

Please check registration form for pricing information. To register, submit form with check payable to TAAD-IAAO Chapter.
(credit cards not accepted for this event)

Registration Form

Registration fees must reflect current membership status. Cancellation fee of $50 deducted; must notify in writing by no later than Oct. 15 for partial refund. No refunds for late cancellations.

** Virtual Offering

Duration: Class Hours: 9a-12:30p

Dates: October 22, 2021 |

Location: Zoom

Instructor: Josh Wood, MAI, JD, AI-GRS, with Valbridge Property Advisors

Credits: 3.5 CEs

Recommended Prerequisites: Must be registered to receive credit.

Registration Deadline: October 15, 2021

** New Laws & Rules 2021 Update

Description:

Need credit for your New Laws & rules 2021 Update mandatory continuing education?

To provide this training to as many registrants as possible, TAAD is periodically providing it online via Zoom.  Check the date you’ll attend.  The Zoom link will be sent during the week prior to class.  This class is 3 hours and is pre-recorded.

Registration fees must reflect current membership status. Requests for refunds must be in writing and received by TAAD at least 2 days prior to the session. A $50 cancellation fee will be deducted.

** Virtual Offering

Duration: Class Hours: 1:30-4:30pm

Dates: October 7, 2021 | November 4, 2021 | December 1, 2021 |

Location for October 7: Zoom

Location for November 4: Zoom

Location for December 1: Zoom

Instructor: Tracey Foster, Hugh Landrum & Associates

Fees: 2021 Member District or Associate/Affiliate Member: $75 | 2021 Non-Member: $100 |

Credits: 3 CEs

Recommended Prerequisites: Must be registered to receive credit.

Personal Property Topics 2021

Description:

TAAD presents a seminar for personal property appraisers!

Have you been looking for a seminar related to personal property appraisal? To provide training in that area, TAAD is sponsoring a one-day seminar designed to address the needs of personal property appraisers.

Tentative topics:

  • Billboard Valuation
  • Inventory Adjustments-When to Make Them?
  • Adjusting for Functional Obsolescence
  • Determining Useful Life of Fixed Assets
  • Legislator Panel/Discussion of Property Tax Issues
  • Freeport and Goods in Transit
  • BPP Rendition Processing – Best Practices
  • Legislative Update and Case Studies for BPP
  • plus more!

Registration fees must reflect current membership status.

Requests for refunds must be in writing and submitted by October 4, 2021; a $75 cancellation fee will be deducted. No refunds for cancellations later than October 4, 2021.

Duration: Tentative - Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 14, 2021 |

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

Instructor: Various

Fees: 2021 TAAD Member District: $150 | 2021 TAAD Associate/Affiliate Member: $175 | 2021 Non-member: $200 |

Credits: 6 CEs

Registration Deadline: October 1, 2021

**Public Funds Investment Training for Appraisal Districts

Description:

The purpose of this workshop is to provide training mandated by Texas Government Code, Chapter 2256. This two-day seminar meets the required 10 hours of PFIA training needed every two years by all individuals serving as financial officer, treasurer or investment officer of a local government, including an appraisal district.

Topics discussed:

  • Public Funds Investment Act Compliance
  • Texas Public Funds Collateral Act
  • Developing a certificate of deposit program, investment policies, investment basics, factors that affect interest rates, using excel for investment controls, investment pools, internet resources for investment decisions, internal.

Registration fees must reflect current membership status. Requests for refunds must be in writing and submitted by November 1; a $75 cancellation fee will be deducted. No refunds for cancellations after November 1.

**Virtual Offering

Duration: Day 1: Class 8:30-12, 1:30-5; Day 2: Class 8:30-12

Dates: November 8-9, 2021 |

Location: Zoom

Instructor: Patrick Shinkle, Center for Public Management, University of North Texas

Fees: 2021 TAAD Member District: $200 | 2021 TAAD Associate/Affiliate Member: $250 | 2021 Nonmember: $300 |

Credits: 11.25 CEs

Registration Deadline: November 3, 2021

**USPAP Update with Tracey Foster

Description:

Here’s a chance to knock out credit for your USPAP Update continuing education!

To provide this training to as many registrants as possible, TAAD is periodically providing it online.  Please note the August and November offerings are pre-recorded.

Registration fees must reflect current membership status. Requests for refunds must be in writing and postmarked at least 7 days prior to the session. A $75 cancellation fee will be deducted.

** Virtual offering

Duration: Class Hours: 1-4:30pm

Dates: November 3, 2021 |

Location: Zoom

Instructor: Tracey Foster, Hugh Landrum & Associates

Fees: 2021 TAAD Member Districts: $75 | 2021 TAAD Affiliate/Associate Member: $160 | 2021 Nonmember: $225 |

Credits: 3.5 CEs

Wildlife Appraisal Seminar

Description:

TAAD presents a seminar for appraisers!

Did you know the wildlife appraisal course has been retired? To provide training in that area, TAAD is sponsoring a one-day seminar designed to instruct about the basics of
wildlife management activities, determining qualifications for wildlife appraisal, and calculating the value of property under wildlife appraisal. You will learn key features to look for when monitoring wildlife properties. This year’s seminar has new material, new examples and more to offer!

Registration fees must reflect current membership status.

Requests for refunds must be in writing and submitted by October 4; a $75 cancellation fee will be deducted.  No refunds for cancellations later than October 4.

Duration: Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 13, 2021 |

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

Instructor: Carla Pope-Osborne, Perdue Brandon Fielder Collins & Mott; Daniel Van Schaik

Fees: 2021 TAAD Member District: $150 | 2021 TAAD Associate/Affiliate Member: $175 | 2021 Nonmember: $200 |

Credits: 7.5 CEs

Registration Deadline: October 1, 2021