Education / Events

WIC was launched during the Appraisal Institute's National Convention in Denver in July 2019.  The committee aims to support female appraisers through professional development training, networking opportunities, mentorships, career outreach and other professional growth opportunities. 

Locally, the Northern California Chapter looks forward to hosting quarterly WIC conference calls.  The format is designed to be casual, inviting and engaging.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble. 

RSVP or Questions? Contact Nancy Phillips, SRA
RSVP Required by 8/27:  Only those pre-registered will be sent details to connect to the call.

IRS, Loss, Gift & Estate Valuations:  Changes in the Rules and How They Impact the Appraisal Process

The IRS has finalized rules for substantiating and reporting cash and noncash charitable deductions, stating that any tax deduction of more than $500,000 requires a qualified appraisal conducted in accordance with generally accepted appraisal standards. The rules took effect as of August 1, 2018 ~ but appraisers still have plenty of questions.

Taxpayers who suffer economic loss due to a natural disaster can claim a casualty loss deduction on their federal income tax return. However, there have been some recent changes to limit deductions, as will be discussed.  The same sort of principles may apply to litigation, if someone else caused the damage.  Come learn from experienced appraisers who will share with us a recent case study on casualty loss involving a large custom home, a washed out road, and a mudslide. You need to register for the workshop to see how the damages were calculated and how this story ends. 

Don’t miss this lively and informative 2-hour "virtual" workshop where we will explore new and upcoming changes to the IRS requirements, and how they might impact the appraisal community.

• Estate Planning from the Transactional Side
• The Three Types of Estates:  Non-taxable, Quasi (6-12 million net worth) and High-Income
• Gift Valuations
• Changes in Tax Codes that Might Impact the Valuation of Real Property
• Increase in the Credit Amount and How that Impacts Estate Planning
• The Addition of IRC Section 199A
• The Adequate Disclosure Regulations
• Other Relevant Changes in the Regulations

Panelists include
Charles H. Packer ("Chuck") - Estate and Trust Attorney, Hopkins & Carley
Norman C. Hulberg, MAI - Senior Managing Director, Valbridge Property Advisors - Northern California
Rebecca Frederick - Appraiser, Valbridge Property Advisors - Northern California
Nolan Tong - Sr. Appraiser, Valbridge Property Advisors - Nothern California

Moderator
Bob James, MAI, SRA, AI-GRS

A Special Note About Registering:

• Never attended an Appraisal Institute Offering or not yet updated your password / log-in since October 1, 2019 - follow these simple steps before registering. 
  
  
• Those seeking credit from states outside of California are strongly encouraged to check with their state licensing board(s) to confirm that the specific state(s) will accept (1) virtual / online education, (2) from an out-of-state provider and/or (3) offer reciprocal credit with the California BREA.
  
  
• Instruction will be held via Interactive Technology (ZOOM) and is based on the "live" version that falls under the temporary exemption for virtual / online education due to COVID / SIP restrictions.  New to ZOOM?  Take their FREE tutorial on How to Join a Meeting.
  
  
• This program is apprvoed by the California BREA for 2-hours of CEC (#18CP754601345).
  
  
• It is the student's responsibility to have the required equipment - dependable Internet access, computer with webcam, microphone and speakers.
  
  
• ZOOM Link:  The ZOOM link will be sent within 24 hours of the offering only to those pre-registered who have submitted their Photo IDs/DLs to lisa@norcal-ai.org.  Subject line of your email should read "DL [insert your LAST NAME] - IRS Sept 2020.

This 7-hour offering was such a hit in 2019, we are bringing it back in 2020!  If you missed it last year, here is your second chance.  And not only are we bringing it back - but we are bringing it to you VIRTUALLY! 

This presentation will be split into (2) 3.5 hour morning (PDT) segments on consecutive days.

Developer and Instructor: John Urubek, MAI

A review appraiser, employed by a state-regulatory agency, commented in a USPAP class that highest and best use is the most deficient section in many appraisal reports.  Whenever a market value opinion is developed, USPAP S.R. 2-2(a) requires the report to "summarize the support and rationale" for the highest and best use conclusion. 

This seminar is intended to enhance USPAP compliance for both residential and commercial appraisers.   

Learning Objectives

• Reviews many basic concepts of H&B use
• Defines key terms like “support” and “reasonably probable”.
• Clarifies the four test of H&B use.
• Identifies the four components of a proper H&B use conclusion
• Differentiates the four tests from the four conclusions
• Identifies the five (5) most likely buyer types
• Explores and develops supportable conclusions for nine atypical, real-world situations where H&B use was initially uncertain
• Details practical procedures to help appraisers develop a proper H&B use conclusion for both typical and very atypical appraisal problems.

Registrants will receive a well-organized handbook that is a replica of the PowerPoint is provided.  This 80+ page handbook will lessen in-class writing and assist the appraiser back at the office.  

Don't miss this practical seminar.  It will strengthen the logic and support in every-day appraisal reports.

This Educational Program (Program) was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content. The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The Appraisal Institute does not publish examination review materials. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations. This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.

JUST ADDED!  This second 2020 offering is being added due to POPULAR DEMAND! 
EARLY REGISTRATION is STRONGLY recommended.

Instructor and Developer: Gary DeWeese, MAI

This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program. The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations. This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals. Please note that not all states have approved Virtual education, therefore, registrants must check their individual states for approval before registering for the program. Before registering for the program, registrants understand and agree that continuing education credit for this program may not be available in their state on the date of the program. The Appraisal Institute is not responsible if credit is not available for the program in individual states. State exceptions for virtual education may expire prior to the offering date.

RAPT is the Appraisal Institute's Residential Appraiser Project Team. 

It's goal is to attract residential appraisers, promoting, and retaining SRAs is our goal.  Ideas include

• Creating roundtables that would assist with and serve in an advisory role in re-writing / updating residential forms
• Expanding the presence of residential appraisers in leadership roles

Locally, the Northern California Chapter looks forward to hosting quarterly RAPT conference calls.  We will be discussing topics of importance to residential appraisers and encourage all residential appraisers to participate.

These chats are open to everyone and the format is designed to be casual, inviting and engaging, though registration is required.

Location: Wherever it is convenient for you!

Time:  12:00 - 1:00pm

Details:  Participation is complimentary.  CEC is not availble.  

RSVP or Questions? Contact Nancy Phillips, SRA
RSVP by 9/18.  Only those pre-registered will be sent details to connect to the chat.

Get Connected in the Central Valley!

Come one, come all!  Designed for residential, commercial and agricultural appraisers and all allied real estate professionals who want to expand their networking and client opportunities.

Location: Toledo's at Mission Village,  367 E Shaw Ave, Fresno (close to freeway 41 exchange at Shaw)

Time:  5:30 pm until whenever

Details:  This is a "no-host" event; attendees are responsible for their own beverage / food purchases. Advanced reservations are not necessary - grab a colleague, your peers, clients and just show up!