

Personal Property Tax Compliance Training
In 2008 we will be offering a training class for people responsible for
managing personal property tax portfolios. No other company is currently
offering this training. We are willing to give you insights into our reporting
methodologies and compliance templates.
Much of our experience has been obtain through automating or centralizing
personal property tax reporting functions. This class will definitely help you
do your job with more confidence as you will learn all the secrets to doing
your work better and easier. And you will save your company money!
The three-day classes will be offered during the second and fourth weeks of
September. You will also have to the opportunity to share ideas with other
professionals and to receive a personalized review of your process from
Peter Salveson.
Classes will be held in Middlebury, Indiana and the entire class will be
treated to an Amish family style meal one night, and the opportunity to visit
the world-famous Shipshewana Flea Market, which is featured in the book
1000 Places to See Before You Die.
Bright Support Services LLC
MONDAY
+Brief History of Property Tax
+Brief Review of Valuation Theory
+What the Assessor Wants
+What the Assessor Needs
+What's on the Returns
+What's Not on the Returns
+Data Collection Tips
+Organizing Your Data
+Grouping Your Assets
+Non-Taxable Costs (light)
+Inventory Adjustments
+Discussion of General Issues
+Scheduled Portfolio Reviews
TUESDAY
+The Perfect Return Package
Putting it All Together
+Organizing Your Portfolio
+Tracking Changes
+Estimates & Accruals
+Identifying Reduction Potential
+Looking for Refunds
+Preparing for Audits
+Closing Accounts
+Idle Locations
+Discussion of Specific Issues
Early out to World Famous Flea
Market and Amish Dinner
WEDNESDAY
+Automation Options
+Identifying Reduction Potential
+Easy Abatements/Exemptions
+Other Incentives
+Non-Taxable Costs (detailed)
+Identifying Unrecorded Disposals
+Managing Consultants
+Negotiating Consultant Fees
+Discussion of Common Issues
+Scheduled Portfolio Reviews
CLASS DATES
September 8-10, 2008
September 22-24, 2008
+Class Size is Limited to 12
+Discount Available for Multiple
Attendees from Single Company
+Class is open to Consultants
and Corporate Professionals