Demystifying Personal Property Tax: Trends, Compliance & Strategic Insights
Business personal property tax remains a complex and often overlooked area of compliance. In this session, experts from Modern Tax and Baker Tilly will break down key challenges, recent trends, and practical strategies to help businesses stay compliant and minimize risk. Attendees will walk away with a clearer understanding of how to better manage assessments, audits, and appeals.
Georgene Niessen | Partner – Business Personal Property, Modern Tax
Desmond Ward | Partner – Business Personal Property, Modern Tax
Susan Starns | Director - SALT Property Tax Operations, Baker Tilly
Nick Diaz | Executive Vice President, Amegy Bank (Moderator)
Learning Objectives:
• Understand core compliance requirements for personal property tax.
• Identify common risks and audit triggers.
• Learn practical strategies for managing assessments and appeals.
• Gain insight into current trends impacting personal property tax.
SCHEDULE
4:30 - 5:00 p.m. Check-in & Networking
5:00 - 5:40 p.m. Networking & Wrap-up
5:40 - 6:30 p.m. Program | 1 CPE credit in Taxes
STRATEGIC INVESTORS
Baker Tilly x Moss Adams
Amegy Bank
USI
REGISTRATION
Registration deadline | Friday 9/26/25
Open to FEI Dallas members, and non-members with financial or executive roles in the retail-restaurant sectors.
FEI Members – Register on this page.
Non-FEI Members including Strategic Investors – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE credit in Taxes via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
Financial Executives International 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.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Event Support
nancy.ehlers@feidallas.org