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Promotional Package
[Register+Book] Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets (Course + Book) $ 500.00 AI Price  
$ 600.00 Full Price  
Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets Course
Details
[Oth]   15  Jul 18 - 19, 2019, Take Advantage of our BEST VALUE RATE: Register by 5/17 - Save up to $160! Fairfield, CA Northern California Chapter                   
Book: A Business Enterprise Value Anthology, Second Edition                   

Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets

    Date: July 18 - 19, 2019, Take Advantage of our BEST VALUE RATE: Register by 5/17 - Save up to $160!   Location: Fairfield, CA
 
  Course  
Category  Other [Oth]  
Attendance Hours  14.0  
Exam Hours  1.0  
Current Price  $ 455.00 AI Price  
$ 555.00 Full Price  
Note
Please register early  
After Jun 21, 2019
$ 30.00  
 Late Fee
 
  Instructor  
Kerry M. Jorgensen, MAI  
    
 
  Location  
Name  Brandman University  
Address  2450 Martin Road  
City  Fairfield  
State  CA  
Zip  94534  
 
Click Here to check state approvals
    
 
  Sponsor / Contact  
Chapter  Northern California
Website  www.norcal-ai.org  
Contact Name  Lisa M. Estes  
Email  lisa@norcal-ai.org  
Phone  (925) 932-7753  
Fax  (925) 932-7754  
 
  Description  

Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets provides the theoretical and analytical framework for separating the tangible and intangible assets of real estate centric businesses. Through discussion, lecture, readings, and case studies, participants will apply the theory of the firm and the concept of economic profit to the solution of problems and case studies related to ad valorem taxation, eminent domain, loan underwriting, and transaction price allocation.

An overview of business valuation procedures and clarification of real estate and business valuation terminology will be provided so participants become familiar with the terminology relevant to separating asset values. The class will review the legal foundations for property rights, be introduced to the methodologies, and become aware of the controversial and unresolved issues in this field. Finally, participants will learn about allocating real estate, personal property, and intangible asset values.

Note. Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets contains diverse opinions regarding appraisal theory and applications. Neither this course nor the Appraisal Institute advocates a particular theory or method. Rather, each appraiser must come to his or her own conclusion based on the property type, local market customs, and scope of work.

Upon completion of the course, participants should be able to:
• Recognize operating properties as distinct from pure space properties
• Recognize when the scope of work requires the separation of various kinds of assets to produce a credible appraisal
• Understand the concepts, terminologies, and economic principles that underlie the asset claims to the revenue stream
• Understand the terminology relevant to separating asset values and the roots of that terminology in accounting, business valuation, and valuation for financial reporting
• Understand the complexity of valuing a property as it relates to appraisal problems, separating asset values, valuation for financial reporting
• Understand the legal foundations for property rights
• Identify when there is a need to work with a professional in another field, such as a business or tangible personal property valuers
• Recognize the methodology
• Objectively articulate the various issues that are considered controversial and unresolved
• Understand the parallels between the business valuation methodologies and real property valuations

Required text
A Business Enterprise Value Anthology, 2nd ed. 

Note. This course is in the Valuation of the Components of a Business Enterprise Professional Development Program. Click here for a FAQ that includes information regarding the courses you'll need to successfully complete the program.


Recommended Texts
Intellectual Property: Valuation, Exploitation, and Infringement Damages by Gordon V. Smith and Russel L. Parr, Wiley & Sons
A Business Enterprise Value Anthology, 2001 edition

Downloads
Table of Contents and Overview (PDF)
Schedule (PDF)
 
  Audience  
• Appraisers

• Tax representatives

• Attorneys

• Property owners who deal with separating the value of real property from tangible and intangible personal property
 
  Equipment  
A calculator is required. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam.
 
  Prerequisites  
None.

Required
  • A Business Enterprise Value Anthology, 2nd ed.
  •  
      Disclaimer  
    Cancellation Policy
    • Up To 14 days prior to program start date, $45.00 cancellation fee.
    • 7 - 13 days prior to program start date, $65.00 cancellation fee.
    • Less than 7 days prior to program start date, forfeit of payment.
          Program Material Policy

    Beginning 4 weeks before the offering start date, program material will be shipped directly to the student. If this material has been shipped and you request a registration cancellation, you will automatically be charged a $25.00 fee and you may keep the material. Once the fee is charged, your refund will be processed. Material returns are no longer accepted. Contact the offering sponsor for more information.
    • Cancel Offering, $25.00 material fee.
    Add "noreply@appraisalinstitute.org" to Your Email Acceptance List
    Important reminders, changes, attendance verification, etc. will/may be sent to you from the following email - noreply@appraisalinstitute.org so be sure you are able to accept emails from this address.

    Cancellation Policy
    Written cancellations can be emailed to lisa@norcal-ai.org. We reserve the right to substitute instructors, change facilities, or cancel/modify this program due to insufficient registrations or due to other circumstances beyond our control. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility.

    Special Accommodations
    Special accommodations are available for individuals who have been professionally diagnosed as physically or learning disabled and can provide appropriate documentation in writing prior to the offering. Without advanced notification, accommodation may not be available.

    Notice
    Neither the Appraisal Institute nor the facility in which this event is being held is liable for lost or damaged items. This includes but is not limited to calculators, laptops, cell phones, etc. By registering for this event, you agree that your communications may be monitored or recorded at any time and that your contact information may be placed in a roster designed for networking purposes.



    Program materials can be downloaded by the student or can be shipped directly to the student. If you choose to have the material shipped and do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.
     
      Additional Information  


    Course Materials and Hours
    Onsite check-in will begin at 8:00a.m. on Thursday, July 18 followed by instruction from 8:30a.m. – 5:00p.m. On Friday, July 19, instruction will run from 8:30a.m. – 4:00p.m. immediately followed by the one-hour multiple-choice exam. Participants will be sent their course materials / handbook in advance (unless the download material “only” option is selected at time of registration or registered late).

    Course Location
    Brandman University
    2450 Martin Road, First Floor
    Fairfield, CA
    707/863-4468

    Required Text
    All students must come to class with the following text. This text is available for purchase directly from the Northern California Chapter – 925/932-7753. Hard copy text is not included in tuition fee; unless the [Register+Book] option is selected at time of online registration.

    A Business Enterprise Value Anthology, 2nd edition
    Text price: $45
    Add $5 for advanced shipment of text ordered through the Chapter Office. Or, pre-reserve for pick-up onsite and save the shipping fee!

    Recommended Texts
    These texts are not included in tuition fee nor are they required but make great additions to every appraisal library! Shipping fee does not apply to pre-reserved texts held for pick-up at registration.

    An Introduction to Green Homes (2010)
    AI - $38
    Standard - $49
    Add $3.50 for advanced shipment of text

    The Appraisal of RE, 14th ed (2013)
    AI - $103
    Standard / Non-AI - $135.50
    Add $7.25 for advanced shipping

    The Dictionary of Real Estate Appraisal, 6th ed (2015)
    AI - $103
    Standard - $135.50
    Add $7.35 for advanced shipment of text

    Text prices for recommended texts include CA sales tax; these texts are sent via U.S. Mail or UPS. To order recommended texts, please contact the Chapter Office at 925/932-7753 or pat@norcal-ai.org by July 5. Texts can also be purchased through the Appraisal Institute headquarters at https://www.appraisalinstitute.org/store/books-and-ebooks/

    Required Equipment
    Attendees should bring an HP-12C calculator, paper and pen/pencil for taking notes. Laptops are not required unless you choose to view the electronic materials online. Students bringing laptops should bring their own extension cords/power strips as electrical outlets may be limited. Internet access cannot be guaranteed onsite so those opting to download are encouraged to pre-print or save them to your hard drive in advance of the offering. Note: Cellular phones, tablets, iPads, and other devices that connect to the Internet are NOT permitted during the exam. A No. 2 pencil is also required for the exam.

    Education Credit Hours and Attendance Verifications
    Those who arrive late or leave early will jeopardize receipt of credit. Verified attendance certificates will be returned via email by our national office in Chicago within 15 working days of the course. Watch for an email from "noreply@appraisalinstitute.org". The Chapter Office cannot issue and does not receive copies of your attendance verification.

    Appraisal Institute: Full attendance and successful completion of the course exam enables Designated Members and Practicing Affiliates to receive 200 AI CEC points; 150 points for 100% attendance only (no exam). Note: Those taking this course to meet designation or PD requirements must have full attendance and successfully complete the course exam.

    BREA Continuing: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets is approved for 14-hours (#11754C216) of BREA continuing education credit for licensed/certified appraisers seeking renewal credit. Full attendance (100%) is required; exam not required for BREA CEC.

    BREA Basic/Qualifying: Fundamentals of Separating Real Property, Personal Property, and Intangible Business Assets is not approved for BREA qualifying education (QE) credit.

    State Board of Equalization (SBE) Training Credit: Those seeking SBE Training Credit should check with their respective training supervisor(s). This offering has not been pre-submitted for SBE approval.

    Accommodations
    The following hotels are within proximity of Brandman University:

    Hilton Garden Inn ................(707) 426-6900
    2200 Gateway Blvd., Fairfield, CA 94533

    Courtyard by Marriott .........(707) 422-4111
    1350 Holiday Lane, Fairfield, CA 94534

    Room blocks have not been secured at the inns listed above. Be sure to ask for the best available rate when making reservations. For additional lodging options in the Fairfield area visit www.ffsc-chamber.com.

    Directions & Parking
    When using your GPS enter the exact street address – 2450 Martin Road, Fairfield, CA. See link at bottom of this email. Ample FREE parking is available onsite.

    Dress in Layers
    Meeting room temperatures are often difficult to control; therefore, it is recommended that you dress in layers.



      View Complete Registration Brochure  

      Directions to Brandman University  

      Local Lodging in the Fairfield Area  

      Look What Else is Coming to Northern California  

     

     
















     
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