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Property tax assessment appeals process clarified 
Wednesday, January 18, 2012

Effective January 1, 2012, an owner-occupied single-family dwelling is defined as a single-family dwelling that is the owner’s principal place of residence which qualifies for a homeowners’ property tax exemption. (AB 711 (Ch. 11-220), R&TC §167)

Previously, the assessor had the burden of proof in any assessment appeals hearing on an owner-occupied single-family dwelling or the appeal of an escape assessment. This bill shifts the burden of proof from the county assessor to the taxpayer when the property involves the taxpayer’s vacation or secondary home.  Thus, in a hearing before an assessment appeals board, the taxpayer with the burden of proof must present his or her evidence first. The assessor will then have an opportunity to present evidence and the appeals board or hearing officer will make a determination based on all evidence presented. 

At Spidell’s Federal/California Tax Update Seminar we will talk about:

  • What property tax is deductible
  • How the new federal Schedule D works
  • How to treat the sale of gold and silver
  • What happens if your client is selling stuff on e-Bay
  • New laws coming this year and old laws going away

Click here to register today.

    



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