The Hidden Property Tax Mistakes Costing Your Clients Thousands
Property tax remains one of the most significant—and frequently overlooked—expenses impacting clients with real estate and equipment-intensive operations. Yet many CPA firms underutilize legislative planning opportunities embedded within evolving property tax frameworks, including changes in assessment methodologies, exemption eligibility, nexus considerations, and audit enforcement environments.
In this technical CPE webinar, McGuire Sponsel’s specialty tax professionals will move beyond surface-level trends to focus on actionable legislative planning strategies that uncover hidden risks and missed savings opportunities. Designed with growth-minded managers in mind—while remaining highly relevant to emerging directors and seasoned partners—this session will equip attendees to identify valuation missteps, optimize appeal timing, and implement portfolio-level property tax strategies that drive measurable client value and support practice growth.
Attendees will gain practical insights into identifying systemic overassessment issues, navigating jurisdictional nuances, and integrating property tax planning into broader advisory conversations. The session will also explore how proactive property tax strategies can strengthen client relationships and create recurring revenue opportunities within your firm.
Learning Objectives:
By the end of this session, participants will be able to:
-Identify common property tax errors and legislative-driven misapplications that result in client overpayments
-Recognize key statutory and regulatory factors influencing property valuations, exemptions, and audit exposure
-Evaluate appeal timing requirements and jurisdictional considerations to preserve client rights and maximize outcomes
-Apply portfolio-level property tax planning strategies across multi-state operations
-Integrate property tax advisory into client engagements to enhance value delivery and support business development efforts
Event Details
Date: Wednesday, May 6, 2026
Time: 1 p.m. ET / 12 p.m. CT / 10 a.m. PT
Presenters: Matthew Barnhill & Rebecca Patterson
CPE: 1 Credit