2022 Legal Seminar Agenda
Agenda subject to change
Thursday, December 1, 2022
7:00-8:00 am
Breakfast Buffet 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
7:30-8:30 am
Breakfast Buffet
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