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California Personal Property Tax:
What Every Taxpayer Needs to Know

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Recorded Thursday, July 18, 2019

Patrick Broome, CMI, Vice President, Property Tac

Over 20 years of property tax consulting experience
Certified Member of the Institute for Professionals in Taxation 
Holds a B.S. in Mathematics and Business Administration from Vanderbilt University and a Masters in Real Estate from Johns Hopkins University

The uniqueness of California’s personal property tax system makes it difficult to navigate, even for experienced property tax professionals. The state’s guidelines on differentiating between real and personal property can make property assessment complex and arbitrary, requiring taxpayers to diligently monitor local county assessments for potential double taxation of fixtures and structural improvements. 

This webinar will address the issues unique to California, such as: Secured vs. Unsecured Tax Roll, Structural Items vs. Business Fixtures, Abnormal Depreciation, Reverse Trending and Mandatory Audits.

Discussion during the webinar include:

  • Understand standard CA assessment procedure and what to look for when reviewing the issued  assessments
  • Confirm how a particular property is being assessed and learn how to determine which costs are included in the value
  • Recognize potential over-assessment and evaluate potential appeal opportunities
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Brandon Lancer, CPA, Director, Property Tax

Over 10 years of property tax consulting experience 
Licensed Certified Public Accountant 
Holds a B.S. in Business Administration and Accounting from West Virginia University


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Mark Miller, CPA, Director, Property Tax

Over 11 years of property tax consulting experience 
Licensed Certified Public Accountant 
Holds a B.S. in Business Administration and Accounting from West Virginia University


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