27 Aug.

Property tax in the current economic climate: Respond, recover, thrive

Multistate Tax

Thursday, 01:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will explore ways to manage their property values during an economic downturn and discover how planning now can help them prepare for the future.

Due to high demand, attendance is limited and on a first-come basis.

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Key takeaways

1 Overview CPE credit | Taxes

Host: Matthew Polli, partner, Deloitte Tax LLP

In these unprecedented times, property owners are considering ways to position themselves for the future. What affirmative steps can they take to align their property tax assessments with their fast-changing economic circumstances? We’ll discuss:

  • The identification and quantification of economic obsolescence resulting from extreme conditions external to a taxpayer’s business.
  • How to use available statutory exclusions in personal property reporting.
  • How addressing the economic climate in this property tax appeal season and upcoming filing season may identify potential cash tax savings in 2020, 2021, and beyond.

Meet the speakers

David Hurrell

David Hurrell

Managing Director | Deloitte Tax LLP

Dave is a managing director in Deloitte’s Cleveland office and leads the firm’s National Property Tax practice. A licensed certified public accountant in the state of Ohio, Dave has more than 35 years of experience in public accounting, 17 of which have been focused on property tax. Dave has provided property tax consulting, appeal, and compliance services nationally to large clients in industries that include manufacturing, power and utilities, publishing, broadcasting, retail, healthcare, and commercial real estate. He has helped clients navigate strategic property tax reviews and property tax process improvement reviews and implementations. He has also represented clients at administrative appeal hearings and conferences, and during major transaction planning with various taxing authorities. Prior to his 2019 return to Deloitte Tax LLP, where he previously worked from 1996 to 2006, Dave was the property tax leader for another Big Four accounting firm, a managing director with UHY Advisors, and a regional vice president at Burr Wolff, LLP. Dave also spent eight years working internally for a large manufacturer. Dave received his Bachelor of Business Administration in accounting from Cleveland State University.

Holly Swisher

Holly Swisher

Managing Director | Deloitte Tax LLP

Holly has more than 20 years of state and local tax experience specializing in the property tax area. Holly joined Deloitte Tax LLP in 1998 as part of the Property Tax Services group. Holly’s property tax consulting career has featured leadership positions with Deloitte, Thomson Reuters, Ryan, and Clarus Partners. Holly has worked across many different industries. Her clients have been companies with national portfolios in manufacturing, real estate, health care, retail, and rental. She has assisted clients with numerous property tax matters, from valuation analysis to assisting with incentives for new investment, to implementing new compliance software. A few of her property tax areas of focus are valuation and appeals, budget support, audit defense, and personal property tax compliance. Holly earned her Bachelor of Science degree in finance from The Ohio State University. She is a member of the Institute for Professionals in Taxation (IPT), the International Association of Assessing Officers (IAAO), and the Appraisal Institute.

Dbriefs resources

Thursday, 27 Aug 2020 01:00 p.m. ET
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