If you need the expertise of independent professionals to address property tax assessment, portfolio & management issues, one of HCA's professional teams will help you find solutions.
We closely collaborate with clients - applying our deep expertise (leadership, legal and technical) in property tax assessment, tax policy and strategic asset management - to deliver solutions that work.
Independent performance and system review / audit:
Tax Competitiveness & Yield: are you optimizing your tax base & tax yield for financial resilience? What metrics relevant - is tax rate ratio useful or misleading?
Stakeholder engagement and relations for results - do taxpayers see the property tax system as transparent & accountable?
Training: property assessment & valuation; legal & legislative; appeals case management
Strategic Asset Management - is your portfolio delivering results?
Strategic Payment (or Grant)-in-Lieu-of-Tax (PILT / GILT) management
Project Management - transforming property tax assessment system for success in a changing world
Strategic Tax or PILT management - Are assessments fair & equitable? Are you paying too much, or missing out on preferential tax treatment?
Government Relations - working effectively with government
Tax Share or Tax Shift: How predictable is your tax burden?
Advisory Services - strategic, legislative and technical
Is your property tax base stable?
Are your property taxes predictable?
How competitive are property taxes? How do you know?
Are property assessment tax assessments fair & equitable?
How important are your property tax levels to investment decisions (expansion of existing or in new facilities), economic development & community well-being?
Are non-market (regulated) assessments accurate and equitable?
Do your community's infrastructure investments contribute to healthy property markets ( & maintain / grow taxpayers' property values)?
Do long-standing property tax practices and policies reflect the changing needs of the community?
Non-residential taxpayers had been expressing increasing concern to Calgary City Council about the
a. fairness, transparency and equity of the City’s non-residential assessment system, and
b. non-predictability and timeliness of the non-residential assessment complaint process.
By Notice of Motion, City Council approved an independent review of the City’s non-residential assessment process and complaint system to attain recommendations for potential improvements and reforms to increase taxpayer satisfaction with the system while minimizing financial risk to the City.
HCA's team of experts worked closely with the City and stakeholders to define the problem, agree on objectives and recommend solutions, focusing on maintaining long-term professional relationships - respecting the principles of a sound tax system.
Calgary's Assessment Business Unit (ABU) enhanced its pre-roll consultation process to accolades from taxpayers. ABU pursued professional relationships with primary tax agents, signing first MOU in early 2019.
Between 2017 and 2018, non-residential appeals reduced by 47%, while the number of non-residential assessment appeals resolved without a hearing was reduced by 57%.
Municipalities are challenged to work within legislative frames and political constraints to establish tax policy to fairly and equitably distribute the property tax burden. Different tax bases, market or regulatory standards and fiscal accountabilities create a diverse tax policy landscape amongst Canada’s major cities.
HCA undertook research on property assessment methodologies, leading practices and tax policy responses for various properties types / categories – through review of legislative/regulatory frameworks and operating environments among Canadian provinces and selected major Canadian cities – with the objective of enhancing the City’s policy decisions and program performance.
The assessment of Designated Industrial Properties transferred from the municipal assessors’ responsibility to the Province of Alberta’s new office of the Provincial Assessor (PA) on January 1, 2018.
HCA's assignment - as executive project consultant - was to provide support, strategic project advice and recommendations to the Assistant Deputy Minister (ADM) during startup of the Centralized Industrial Assessment function for the Province of Alberta.
HCA founder Bruce Turner and our team of professional associates believe that success is built on service excellence & positive client relationships to provide workable solutions for well-defined problems.
Bruce's consulting assignments range from leading senior officials in the Kingdom of Cambodia to develop a policy frame for a land valuation system, to assisting Canadian valuation and data management organizations in policy development, strategic planning, risk management, real estate services and developing accountability frames for results.
Bruce's career with BC Assessment covered a cross-section of executive management and technical roles - including responsibilities for assessment & valuation policy & legislative services, and corporate services (IT, HR, Finance).
Bruce works with the University of British Columbia to develop course materials for the Bachelor of Business in Real Estate program.
In 2001, Bruce completed his MBA, when he was recipient of the Chancellor's Award from Royal Roads University.
Mike is a strategic advisor delivering policy, organizational, business process, valuation and taxation advice to multiple provincial and federal ministries. He is engaged in revaluing the Federal Government’s (Canada) office building portfolio for accounting purposes.
As former Assistant Deputy Minister for the Ministry of Technology, Innovation and Citizens’ Services (BC), Mike directed the Province’s Payments-in-Lieu of Taxes program, real estate programs and major construction projects.
He developed a collaborative relationship with BC Assessment to develop and deliver LEAN processes for valuation.
As former Director-General, Real Estate and Accommodation Services, Public Works and Government Services Canada, Mike was responsible for transforming the Federal Government’s Payment-in-Lieu of Taxes Program and Property Appraisal Program, and for managing the largest real estate portfolio in Canada.
He regularly briefed Ministers and Members of Parliament on all aspects of property taxation and valuation.
As the former Chief Appraiser of Canada, Mike was the Federal Government's lead expert in property appraisal.
He served as expert witness to Parliamentary committees and Federal Courts, and is the originator of the Book Value Calculator program, the government's Accrual Accounting valuation used by Federal Government Departments.
Bob is a professional appraiser & property consultant with over 40 years experience.
His diverse consulting assignments include:
Public Sector Buildings – Valuing Forgotten Assets
Bob's career with BC Assessment included roles as:
We are delighted to answer your questions or provide more information.