2022 Legal Seminar Agenda

Agenda subject to change 

Thursday, December 1, 2022

7:30-8:00 am

Continental Breakfast and Registration


8:00-8:15 am 

Opening Remarks

Legal Task Force Chair, Joel Moser, Esq., Shareholder, Bernstein Shur

8:15-9:15 am

Breakdown of the Assessment & Appeal Process

Joel Moser, Esq.

9:15-10:15 am

Preparing to be a witness

Robert T. Lee, Lee Law Firm (Lawyer’s perspective)
Edye McCarthy, Town of Greenburgh (New York) Assessor (Assessor’s perspective)
Stacy Fitts, Sr. Director, Asset Management Renewables, Onward Energy (Taxpayer’s perspective)

10:15-10:30 am

Break


10:30-11:15 am

Preparing to be a witness (Panel Discussion) 


11:15-12:30 pm

Cases of Note in Your Jurisdictions

Thomas A Jaconetty, Esq., Thomas Jaconetty Attorney At Law

12:30-1:30 pm

Luncheon provided at the hotel


1:30-3:00 pm

Direct & Cross Examination Strategies

Will Shepherd, Esq., General Counsel, Hillsborough County (Florida) Property Appraiser’s Office
Robert E.V. Kelley, Esq., Shareholder, Hill Ward Henderson

3:00-3:15 pm

Break


3:15-4:15 pm

Identifying and Recognizing When You Are Dealing with a Sovereign Citizen - "Tax Defiers"

J. Paige Butler, Intelligence Analyst, Federal Bureau of Investigation

December 2, 2022


8:00-8:30 am

Continental Breakfast


8:30-10:00 am

Mediation and Conflict Resolution – Joel Moser & Edye McCarthy


10:00-10:30am

Break


10:30-11:30 am

Engaging Experts & Attorney Client Privilege

Zack Brandwein, Attorney, Bernstein Shur

11:30-12:45 pm

Break & Luncheon provided at the hotel


12:45-1:45 pm

You appraised what? 

Paul Dailey, Multonamah County, (Oregon) Assessment & Taxation 

1:45-2:45 pm 

Anatomy of an Assessment Defense; Virginia International Gateway v. City of Portsmouth

Andrew McRoberts, Sands Anderson PC

2:45-3:00 pm 

Break


3:00-4:00 pm

Ethics – Preparing Demonstrative Evidence: Persuasion & Use of Technology or Strategies for Witness Examination, Yours and Their

Claude Ducloux, Esq., Affinipay

4:00-5:00 pm

Litigation Ethics: Rules, Real Stories, and Regrets

Claude Ducloux, Esq., Affinipay