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LAST-MODIFIED:20250113T201746Z
UID:1038-1737545400-1737545400@copassa.org
SUMMARY:PASSA Meeting - January 22\, 2025
DESCRIPTION:PASSA Meeting\nWednesday\, January 22nd\, 2025\n11:30 am – 1:00 pm (lunch provided-free)\nSan Antonio Petroleum Club\nSign-in Begins at 11:00 am\nGuests are welcome: lunch fee is $25 \nSpeaker Name: David Clay \nSpeaker Bio: David boasts a multifaceted background in energy finance\, geo-analytics\, and petroleum geology\, which he uses to cater to the diverse needs of his clients. He blends his Geological subsurface expertise\, data analytics\, and years of Property Tax experience to offer unmatched services to his clients. David has previously held the roles of Geological Manager and Chief Advisor at Ames Energy Advisors\, LLC\, where he served mineral clients for over a decade. Originally from Houston\, Clay established roots in San Antonio\, where he received his undergraduate degree in Geology and Finance from Trinity University. He later earned a master’s degree in Energy & Earth Resources at the University of Texas at Austin\, with a concentration in Petroleum Geology and Energy Finance. \nCompany Name: CRA Advisors\, LLC \nTopic: Mineral Property Ad Valorem Appraisal & Taxation \nCourse Description\nThis course is a detailed presentation on the Texas Property Tax Code\, how it specifically relates to Mineral Property and the technical appraisal method of what is behind “Market Value”. We will review 1) the Texas Tax Code: how it governs mineral property\, 2) the County Appraisal Districts: how they are structured and who is involved\, 3) mineral property appraisal methodology: how reservoir depletion models are involved and how subjective they can be\, 4) and lastly\, the process of protesting the property appraisal if you disagree with the valuation. \nLearning Objectives\n1. Texas Property Tax Code Overview\n2. County Appraisal District Structure and Process\n3. Mineral Property Appraisal Methodology\n4. Reserve Modeling and Cash Flow outputs\n5. How to protest Mineral Property Appraisals \n• Program Level: Basic\n• Pre-requisites: None\n• Advance Preparation: None\n• Delivery Method: Group Live\n• Field of Study: Taxes\n• CPE Credits: 1.0 \nCouncil of Petroleum Accountants Societies (COPAS)\, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://copassa.org/event/passa-meeting-january-22-2025-2/
LOCATION:San Antonio Petroleum Club\, 8620 N New Braunfels\, Suite 700\, San Antonio\, TX\, 78217-6363\, United States
CATEGORIES:COPAS San Antonio Events
ORGANIZER;CN="Kirk Foreman":MAILTO:kforeman6@hotmail.com
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