The Art of Challenging Property Tax Assessments
Download MP3Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes.
Chapters
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Sponsor
MakersHub - https://earmarkcpe.promo/makershub
MakersHub - https://earmarkcpe.promo/makershub
Chapters
- (01:04) - Meet Josh Malancuk: Property Tax Specialist
- (02:09) - The Importance of Property Tax Specialization
- (06:07) - Understanding Property Tax Assessments
- (09:06) - The Appeal Process Explained
- (16:12) - Appealing an Asset Value
- (23:49) - What Is It Like Making an Appeal?
- (32:58) - Case Study: Mega Food Processor
- (40:36) - How to Work with JM Tax Advocates
- (45:10) - Advice for Aspiring Property Tax Specialists
- (46:41) - Conclusion and Contact Information
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Connect with Our Guest, Josh Malancuk, CPA, CMI
LinkedIn: https://www.linkedin.com/in/josh-malancuk-cpa-cmi-a5997619/
Learn more about JM Tax Advocates
https://jmtaxadvocates.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Creators and Guests
Guest
Josh Malancuk
Josh is a state property tax specialist who has significant experience with delivering property tax reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic incentives. He brings extensive experience in real and personal property tax appeal advocacy, real estate appraisal and testimony, economic incentive procurement and audits, property tax compliance planning and delivery, business combination property tax due diligence and research, fixed asset reviews and planning, property tax accrual reviews and planned value estimates, and Sarbox 404 property tax compliance control evaluation. Josh is currently the President of JM Tax Advocates LLC, in Indianapolis, IN. Prior to that, he gained 20 years of property tax experience in public accounting including serving as an Executive and National Practice Leader with Crowe Horwath LLP, as a Director with PricewaterhouseCoopers, as Manager with Deloitte & Touche, and as a Senior Associate with Geo S. Olive. Josh has taught at the Institute for Professionals in Taxation. He has been a speaker for the National Symposium regarding FAS 141 and Property Tax Consequences of Business Combinations as well as the National Business Institute of Indianapolis, IN regarding Indiana Property Tax Updates and is active in the Indiana Chamber in Indianapolis and the Indiana Manufacturers Association. Josh holds a Bachelors of Science from Indiana University in Business Accounting.
