10 minutes reading time
24th Annual Property Tax Seminar - Scottsdale, Arizona
The APTC is proud to announce that Scottsdale, Arizona will be the site of the 24th APTC Annual Property Tax Seminar.
Seminar Title: "Coming Attractions: Positioning Yourself in a Changing Real Estate Market"
October 24 - 26, 2018 - Hyatt Regency Scottsdale Resort and Spa at Gainey Ranch - Scottsdale, Arizona
APTC seminars provide an exclusive forum where invited guests can collaborate with nationally known presenters and experienced property tax attorneys to develop strategies to successfully reduce and manage property taxes. See the Featured Speakers appearing at the 2018 Seminar.
This year's seminar will address recent developments and current trends in the areas of property taxation and real estate. We will bring together nationally-known economic, technological, appraisal, and legal experts to provide valuable insight on how to navigate the quickly-changing and often turbulent real estate market
Linda Terrill, President
K.C. Conway is Director of Research & Corp Engagement at University of AL, Culverhouse College of Commerce - ACRE (AL Ctr. for R.E.). He has 30 years commercial real estate experience (25 private industry; 5 within Federal Reserve system 2005-2010). He has been Chief Appraiser, Env. Risk Manager and Sr. Market Intelligence Officer SunTrust Bank 2014-2017 and Chief Economist Colliers | United States 2010-2014 and author of North American Port, Industrial and Office Outlook reports 2012-2014. Conway was the 2007 recipient of the Appraisal Institute's President's Award; 2009 recipient of "Key Player" Award from the Atlanta Federal Reserve and the 2010 recipient of "Superior Contributions" Award by the FFIEC - Federal Financial Institutions Examination Council. He was CRE Risk Specialty Officer - NY FED during Financial Crisis 2009-2010 and briefed Federal Reserve's Board of Governors & Chairman Bernanke in June 2007 on the coming real estate crisis. Conway is a nationally recognized expert and speaker on a wide range of commercial real estate topics ranging from appraisal and bank regulation to ports and securitization. Areas of specialty include housing, industrial, litigation support, industrial and office real estate, North American ports and land development. He has been an expert witness in such prominent cases as the BCCI/First Atlanta Bank scandal and Crescent Resources bankruptcy and instructor and frequently requested speaker for the Federal Reserve, FDIC, FHLB, State bank commissioners, and numerous academic, professional organizations and industry associations, such as the Appraisal Institute, Counselors of Real Estate, ICSC, NAIOP, NAR, RMA, SIOR, ULI, University of Colorado, UF, Univ. of AL (ACRE) GA Tech, NYU, DePaul University, and University of CT.
William R. Emmons is an Assistant Vice President and Economist at the Federal Reserve Bank of St. Louis. He conducts policy analysis and speaks frequently on topics including the economy, housing and mortgage markets, banking, financial markets, and financial regulation.
Dr. Emmons has been with the St. Louis Fed since 1995. He also serves as an Adjunct Professor of Finance in the John M. Olin Business School at Washington University in St. Louis. Prior to joining the St. Louis Fed and Washington University, he was on the faculty of the Amos Tuck School of Business at Dartmouth College, in Hanover, New Hampshire.
Dr. Emmons received a PhD degree in Finance from the J. L. Kellogg School of Management at Northwestern University. He received bachelor's and master's degrees from the University of Illinois at Urbana-Champaign.
Collete English Dixon has more than 30 years in investment management with a focus on commercial real estate investing. Prior to her current role at Roosevelt University, she was Executive Director - Transactions for PGIM Real Estate (formerly known as PREI), a business unit of Prudential Financial, and co-leader of PREI's national investment dispositions program. In that role, she oversaw the sale of more than 200 investment properties located throughout the US, with a total value of more than $8.7 Billion, on behalf of PREI's investment funds. Prior to her role in dispositions, English Dixon was responsible for sourcing more than $2.75B of wholly-owned and joint venture real estate investment opportunities in the Midwestern markets covering all property types, including office, multi-family, hotel, industrial and retail properties. Collete's experience also includes property development and asset management.
She is a Past President of CREW Network, a Past Chair of the CREW Network Foundation, a Past President of CREW Chicago, a full member of ULI and the 2016-2019 Chair of the UDMU Council/Purple. She is a member of the Board of Directors and Chair of the Investment Committee for the Housing Partnership Equity Trust, a member of the Board of Directors for BDREX and a member of its Audit and Governance committees, a board member of the Chicago Forum of the International Women's Forum, and a member of the Board of Directors of the Oak Park River Forest Food Pantry.
David C. Lennhoff, MAI, SRA, AI-GRS, is a senior director with Altus Group US, Inc., which is officed in McLean, Virginia. His practice centers on litigation valuation and expert testimony relating to appraisal methodology, USPAP and allocating assets of a going concern. He has taught nationally and internationally for the Appraisal Institute, recently in Tokyo, Japan; Beijing and Shanghai, China; Berlin, Germany; and Seoul, South Korea. He has been a development team member for most of the Institute's income capitalization courses and was editor of their Capitalization Theory and Techniques Study Guide (3rd ed.). He also was lead developer for the new asset allocation course, Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets, and editor of the two accompanying business enterprise value anthologies, and he authored the Institute's Small Hotel/Motel Valuation seminar. David is a member of RECGA, a national organization of analysts and academicians founded by the late William N. Kinnard, Jr. Ph.D. He is a past editor-in-chief of and frequent contributor to the Appraisal Journal.
David Lennhoff, MAI, SRA,
Angie Adolph is a partner in the Baton Rouge office of Kean Miller. She joined the firm in 2011, and practices in the municipal finance and tax groups.
Angie has extensive experience in bond transactions, having served as bond counsel, underwriter's and disclosure counsel, issuer's counsel, trustee's and paying agent's counsel, and counsel in default proceedings. She has represented clients in the issuance of industrial development revenue bonds and has assisted non-profit organizations in connection with the issuance of qualified 501(c)(3) bonds. Angie represents Louisiana, national, and international clients in a variety of tax, business and corporate matters, including the negotiation of Cooperative Endeavor Agreements, Payments in Lieu of Taxes, and Public Private Partnerships. She is a member of the National Association of Bond Lawyers and is listed in the "Red Book" of bond professionals.
Brent Auberry is a Partner in the law firm of Faegre Baker Daniels LLP and concentrates his practice in state and local taxation. In more than a decade, he has represented property taxpayers across Indiana in real property tax assessment appeals and economic development/abatement matters involving office buildings, apartments, manufacturing facilities, and other commercial and industrial properties, as well as riverboat casinos. Brent has advised clients on personal property tax matters and counseled taxpayers on property tax exemptions and tax legislation. He has also represented taxpayers before the Indiana Department of Revenue and Tax Court on sales and use, income, gaming and other taxes.
David has extensive litigation experience and has tried hundreds of state and local tax matters before administrative tribunals and state and federal courts in Utah and numerous other states.
David is a frequent speaker on state and local tax issues and has presented at the annual Public Utilities workshop on Ad Valorem Taxation; the National Association of Property Tax Representatves, Transportation, Energy and Communications (NAPTR-TEC) Seminar; the American property Tax Counsel Seminar; and the Lincoln Institute of Land Policy; among others.
Morris Ellison's practice includes commercial real estate transactions, commercial litigation and banking law. He represents local, national and international investors, lenders, and real estate developers in the development, financing and disposition of commercial properties and other assets. Mr. Ellison has experience in a variety of complex real estate and business related issues including the development of several mixed-use projects, real property tax appeals, entity disputes and structuring and complex foreclosures and workouts.
Philip J. Giannuario, Esq. is a partner with the law firm of Garippa, Lotz & Giannuario. He has specialized in ad valorem taxation for over 30 years and has handled some of the more complex commercial and industrial litigation cases in the country. Mr. Giannuario has authored and lectured on a number of topics concerning taxation. He has also been an instructor at Institute of Property Taxation schools.
Mr. Giannuario is a member of the New Jersey State Bar section on taxation. He has testified before the New Jersey State Legislature and has been quoted in leading magazines and papers, such as the Wall Street Journal.
Bob Gordon is a partner in the Tax Practice Group of Michael Best & Friedrich LLP. His practice includes federal, state and local taxation, tax controversies, trial and appellate litigation, property taxation of commercial, industrial, utility, and special use manufacturing properties, and property tax exemptions. He has successfully argued three landmark tax cases in the Wisconsin Supreme Court, Nankin v. Village of Shorewood, which upheld the constitutional right of all Wisconsin property owners to challenge their tax assessments in court; Metropolitan Associates v. City of Milwaukee, which held that legislation limiting taxpayer appeal rights enacted after the Nankin decision was also unconstitutional; and Deutsches Land, Inc. v. City of Glendale, which established the rules under which nonprofit organizations in Wisconsin can obtain property tax exemptions. He is a former Chair of the Taxation Section of the State Bar of Wisconsin, and he currently serves as Chair of the Best Practices Committee of American Property Tax Counsel.
Lisa received her B.A. in 1983 and her J.D. in 1986, both from Mercer University. After her graduation from law school, she clerked for two Superior Court Judges in Douglas County, Georgia. In 1987 Lisa went to work as staff attorney for DeKalb County, Georgia where for several years she represented the county in ad valorem tax disputes. She then went into private practice first with Dearing & Klauber then Jones, Morrison, Womack & Dearing before joining Ragsdale, Beals, Seigler, Patterson & Gray, LLP in 1999. Lisa is the Chair of the Firm's Ad Valorem Tax Practice and frequently writes and speaks both to lawyers and laymen on that topic.
Michele M. Whittington is a Member in the Lexington, Kentucky office of Morgan Pottinger & McGarvey, where her practice focuses on property taxation and administrative law. She has represented numerous local and national companies in challenging real property tax assessments, personal property tax assessments, and public service company assessments before the Kentucky Department of Revenue, the Kentucky Claims Commission, and various state trial and appellate courts in Kentucky. She has also assisted industry groups in drafting legislation and regulations on tax issues.
Michele is a frequent speaker on state and local tax issues, and has counseled various industry groups on relevant tax issues. She is a member of the Council on State Taxation and the Institute of Professionals in Taxation, and is an affiliate member of the International Association of Assessing Officers. Michele is listed in The Best Lawyers in America for Administrative/Regulatory Law.
Michele serves as a member of the Publications Committee for the Kentucky Bar Association. She currently serves as President of the Alumni Board for Transylvania University in Lexington, Kentucky.
Michele Whittington, Esq.