Section 1 - How to Become a Property Tax Assessment Consultant & Appeal Representative
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Introduction (3:18)
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Pt. 1 What is a Property Tax Assessment Consultant (3:02)
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Pt. 2 Customers and Clients of PTA-Consultants (2:42)
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Pt. 3 Services of a PTA-Consultant (17:51)
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Pt. 4 Legal Matters for Agents, Brokers, and Appraisers (20:58)
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Section 1 Quiz
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Homeowner's Questionnaire
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Chart: Property Tax Assessment Consulting Services
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Chart: Services and Suggested Retail Pricing Plan
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Table: Types of Valuation Reports
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Appeal Due Diligence Checklist
Section 2 - Property Tax Assessments & Appeal's Process Explained
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Introduction (1:45)
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Pt. 5 Mass Appraisals vs Fee Appraisals (6:39)
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Pt. 6 Assessed Values, Property Taxes, and Property Appraisers (8:55)
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Pt. 7 Valuation Methods in Property Tax Assessments (4:40)
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Pt. 8 Stages of an Appeal (5:52)
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Pt. 9 Steps of the Appeal Process (3:03)
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Section 2 Quiz
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Table: "Mass" Appraisals vs "Fee" Appraisals
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Glossary
Section 3 - Steps to Filing an Appeal
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Introduction (1:12)
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Pt. 10 Diving into the Notice of Assessment (3:55)
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Pt. 11 Performing an Assessment Review (10:56)
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Pt. 12 Filing the Appeal (17:33)
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Pt. 13 Collecting Subject Property Data (6:23)
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Pt. 14 Charting the Appeal Process Timeline (2:37)
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Pt. 15 Letters of Authorization (1:20)
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Section 3 Quiz
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Assignment #1 Collecting Data (1:09)
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Chart: Appeal's Due-Diligence Checklist
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Gantt Chart: Appeal Process Timeline
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Linear Chart: Appeal Process Timeline
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Sample Letter of Authorization
Section 4 - Developing Reports and Packages
Section 5 - Appealing Market (Fair Market) Value
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Introduction (1:19)
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Pt. 20 Property Tax Assessment Valuations (15:22)
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Pt. 21 Components of Property Tax Assessment Valuations (12:57)
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Pt. 22 SFR Comparable Sale Spreadsheets (11:23)
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Pt. 23 Property Conditions (10:17)
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Pt. 24 Adjusting Comparable Sales (8:57)
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Pt. 25 Concluding Adjusted and Unadjusted Values (14:41)
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Section 5 Quiz
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Form: Comparative Sales Valuation Segments
Section 6 - Making the Argument of Uniformity
Section 7 - Providing Appeal Representation
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Introduction (2:52)
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Pt. 29 The Assignment of Representatives (12:41)
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Pt. 30 Prepare PTA-Packages for Representative (10:06)
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Pt. 31 Negotiating with Tax Appraisers (27:16)
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Pt. 32 Emotional Intelligence Influences Outcomes (25:23)
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Pt. 33 Prepare for the Hearing (25:04)
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Section 7 Quiz
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Assignment #3 Developing and Reporting Values (1:31)
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20-Minute Hearing Time Chart
Section 8 - Bonus: Tools to Get Started
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Getting Started (4:34)
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Strategies to Writing Engagements
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Residential PTA Course Manual
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PTA-Report Template -Sample
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Letter of Authorization Template -Sample
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Service Agreement Form Template -Sample
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Homeowner's Questionnaire Template -Sample
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Property Tax Assessment Glossary
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Homeowner Prospecting Letter -Sample
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Homeowner Association Prospecting Letter - Samples
