Course Descriptions

State Certification Course Descriptions

Course 101

Intro to the Texas Property Tax System

Description:

Course 101: Introduction to Property Tax Administration is one of two courses designed to introduce students to the elements of the Texas property tax system. It is intended to satisfy education requirements for a first year Texas Department of Licensing and Regulation (TDLR) registrant working towards the Registered Professional Appraiser (RPA), Registered Texas Assessor/Collector (RTA), or Registered Texas Collector (RTC) certifications. The course will cover the following topics:

  • What are property taxes?
  • Why are they important?
  • Levels of property tax administration
  • Tax calendar
  • Appraisal phase
  • Equalization phase
  • Assessment phase
  • Collections phase

Duration: Two full days of instruction with an exam on the morning of the third. Generally offered back-to-back with Course 102, which would start the afternoon of the third day.

Dates: October 8-10, 2018 | December 3-5, 2018 |

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

Fees: TAAD Member Districts: $200 | TAAD Associate/Affiliate Members: $250 | Non-Members: $300 |

Credits: 15 CEs

Course 102

Introduction to Appraisal

Description:

Course 102: Introduction to Appraisal is designed to introduce students to property tax appraisal and to satisfy education requirements for a first year Texas Department of Licensing and Regulation (TDLR) registrant working towards the registered professional appraiser (RPA), registered Texas assessor/collector (RTA), or registered Texas collector (RTC) certifications. The course will cover the following topics:

  • Property and Value Concepts
  • The Appraisal Process
  • General Data in the Appraisal Process
  • Approaches to Value
  • Land Identification and Maps
  • Math for Appraisers

Duration: Two and a half days, including the exam. Typically offered back-to-back with Course 101, beginning Wednesday afternoon and going through Friday afternoon.

Dates: October 10-12, 2018 | December 5-7, 2018 |

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

Fees: TAAD Member Districts: $200 | TAAD Associate/Affiliate: $250 | Non-Members: $300 |

Credits: 15 CEs

Course 203

Appraisal of Real Property (Sales Comparison and Cost Approach)

Description:

Course 203: Appraisal of Real Property (Sales Comparison and Cost Approach) introduces students to the foundational principles of appraising real property and provides the tools for estimating market value using the sales comparison approach and provides the tools for estimating market value using the cost approach to value.

Duration: Four days of instruction with an exam at the conclusion of Sales Comparison Approach and an exam at the conclusion of Cost Approach (fifth morning).

Dates: September 17-21, 2018 | December 3-7, 2018 |

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

Fees: TAAD Member Districts: $350 | TAAD Associate/Affiliate Members: $375 | Non-Members: $425 |

Credits: 20 CEs

Course 3

Income Approach to Value

Description:

Course 3: Income Approach to Value teaches income approach terminology, direct capitalization formulas, (including multipliers), the theory of residual techniques, and income and expense analysis. Covered also is the development of overall capitalization rates and discounted cash flow.

Duration: Three full days of instruction with an exam the morning of the fourth day.

Materials:

The IAAO Property Assessment Valuation (PAV) Third edition © 2010 is a required supplemental text. You can obtain it directly from IAAO.

Dates: September 17-20, 2018 | December 3-6, 2018 |

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

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 17.5 CEs

Course 4

Personal Property Appraisal

Description:

Course 4: Personal Property Appraisal is the theory and practice of identifying personal property and valuing it for property taxation. Included are the techniques for discovering property, determining jurisdiction and situs, procedures for appraising use items, leased items, and business inventory. Special techniques for mobile homes, airplanes, vehicles, and taxable leaseholds are examined.

Duration: Three full days of instruction with an exam the morning of the fourth day.

Materials:

The IAAO Property Assessment Valuation (PAV) Third edition © 2010 is a required supplemental text. You can obtain it directly from IAAO.

Dates: September 17-20, 2018 | December 3-6, 2018 |

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

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 18 CEs

Course 5

Mass Appraisal Concepts

Description:

Course 5: Mass Appraisal Concepts covers the basic concept of Mass Appraisal, including the development of valid property samples, calculating measures of central tendency and uniformity, discovering bias and adjusting schedules, using sales information to develop property classes, and basic mass appraisal administration.

Duration: Three full days of instruction with an exam the morning of the fourth day.

Materials:

The IAAO Property Assessment Valuation (PAV) Third edition © 2010 is a required supplemental text. You can obtain it directly from IAAO.

Dates: September 17-20, 2018 |

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

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 17.5 CEs

Course 7

Texas Property Tax Law

Description:

Course 7: Texas Property Tax Law covers a thorough examination of the code, including legislative changes and court decisions since the previous edition was written. Students will work from an outline format and will need a copy of the Property Tax Code for class.

Duration: Three full days of instruction with a short exam at the end of each day.

Materials:

Please bring your own copy of the Property Tax Code, which can be downloaded from the Comptroller’s website.

Dates: August 13-15, 2018 | December 3-5, 2018 |

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

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 15.5 CEs

Course 8

Assessment and Collection

Description:

Course 8: Assessment and Collection includes a comprehensive study of the property tax calendar, as well as property tax assessment and collections procedures and administration; levying a property tax; rate calculations; procedures after rate calculations; tax bills and special assessment activities; and collecting property taxes. The 2009 version replaces the old Course 8, and it includes only one end of course exam.

Duration: Two and a half days of instruction with an exam the afternoon of the third day. Usually offered back-to-back with Course 28.

Dates: May 21-23, 2018 |

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 20 CEs

Course 9

Advanced Assessment and Collections

Description:

Course 9: Advanced Assessment and Collections reviews current and delinquent collections with a focus on the use of seizures and sales and foreclosure suits as tools in delinquent collections is included. An overview of the phases and elements in a tax suit, and the impact of bankruptcies on property tax collections is covered.

Duration: Two full days of instruction with an exam the morning of the third day.

Dates: July 23-25, 2018 |

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 20 CEs

Course 10

Analyzing a Real Property Appraisal

Description:

Course 10: Analyzing a Real Property Appraisal includes an end of course examination and is offered to Registered Professional Appraiser candidates in lieu of submitting a demonstration appraisal for their RPA designation. Sections include appraisal analysis, USPAP, analyzing the single-family residence, analyzing the commercial property appraisal, reviewing a self-contained appraisal report, and reviewing appraisals for legal purposes. This is a rigorous course requiring reading and assignments outside of class.

Duration: Three full days of instruction with an exam the morning of the fourth day.

Dates: August 13-16, 2018 | December 3-6, 2018 |

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

Fees: TAAD Member Districts: $280 | TAAD Associate/Affiliate Members: $330 | Non-Members: $380 |

Credits: 17.5 CEs

Course 28

Truth in Taxation

Description:

Course 28: Truth in Taxation covers effective tax rate and rollback rate calculations, as well as agricultural-use rollback calculations and current Truth-In-Taxation requirements. This is a new class; the contents were previously included in Courses 8 and 9.

Duration: Two full days, including exam. Typically offered back-to-back with Course 8.

Dates: May 23-25, 2018 |

Fees: TAAD Member Districts: $250 | TAAD Associate/Affiliate Members: $300 | Non-Members: $350 |

Credits: 12 CEs

Course 30

Ethics for Tax Professionals

Description:

Course 30: Ethics for Tax Professionals is a course about ethics for property tax professionals. Students will learn about a number of the various standards of conduct that apply to them in their respective jobs. Primary attention is given to the ethical rules of the Texas Department of Licensing and Regulation, but also covered are laws that frequently impact the activities of tax professionals.

Duration: One and a half days, including exam.

Dates: October 8-9, 2018 |

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

Fees: TAAD Member Districts: $250 | TAAD Associate/Affiliate Members: $300 | Non-Members: $350 |

Credits: 8 CEs

Course 31

USPAP (refresher)

Description:

Course 31: USPAP (refresher) 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.

Duration: 3.5 hours of instruction; no examination.

Materials:

If available, please bring a copy of the USPAP. It can be obtained from The Appraisal Foundation.

Dates: November 7, 2018 |

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

Fees: TAAD Member District: $75 | TAAD Associate/Affiliate Members: $125 | Non-Members: $150 |

Credits: 3.5 CEs

Course 32

USPAP (new registrants)

Description:

Course 32: USPAP (new registrants) addresses the requirement that each Registered Professional Appraiser (RPA) complete this examined course within the calendar year following the reaching of Level 4 RPA status. This two-day (15 hour) USPAP update course will cover the following topics: orientation to USPAP; The Appraisal Foundation; structure of USPAP; definitions and basic rules of USPAP; scope of work decision; 10 Standard Rules with emphasis on Standard Rule 6 – Mass Appraisal Development and Reporting; the statements on USPAP; and Advisory Opinions from the Appraisal Standards Board (ASB).

Duration: Two full days of instruction with an exam the morning of the third.

Materials:

If available, please bring a copy of the USPAP. It can be obtained from The Appraisal Foundation.

Dates: November 5-7, 2018 |

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

Fees: TAAD Member District: $250 | TAAD Associate/Affiliate Members: $300 | Non-Members: $350 |

Credits: 12.5 CEs