About

Specific Experience

Assessor Taunton, Massachusetts, sales ratio analysis, audit annual sales, building permits, cyclical visits, residential and commercial applications for abatement, personal property valuations, represent Board of Assessors in Appellate Tax Board Cases. Real Property Valuations for narrative appraisal reports for residential and income producing properties completed with Certified Residential Appraisers and Certified General Appraisers for Conti Appraisal Service. Broker Price Opinions for Conti Real Estate, Attleboro, MA. Since 1998
Real Property valuation research for appraisal reports for the Durkin Co., Boston, MA, Copley Appraisal Service, North Attleboro, MA and Fitzgerald Appraisals, Easton, MA
Self-contained real property appraisal reports AND personal property narrative appraisal reports for the Internal Revenue Service in taxable estates for decedent estate tax purposes prior to Oct 19, 2006.
URAR summary appraisal reports for Conti Appraisal Service co-signed by Certified Residential Appraisers.
Real Estate Sales for Conti Real Estate in residential and commercial as salesperson and associate broker.

Formal Education and Advanced Study:

University of New Hampshire. Bachelor of Arts
Rhode Island School of Design. Certificate in Continuing Education
Stonehill College, University Of Massachusetts at Amherst, Continuing Adult Education
Uniform Standards of Professional Appraisal Practice (USPAP) 1998, through 2016
Specialized Studies in Primary Education, over 350 hours as follows: in 30-hour segments; American Society of Appraisers courses: Report Writing 204, Legal and Commercial Environment of the appraiser. 4 hours in a ASA/IRS seminar Decedent Estate Taxes and 7 hours in Appraiser as Expert Witness. 142 hours with Massachusetts Board of Real Estate Appraisers (MBREA)  REA1.2 Practical Residential Appraising, REA 2.1 Practical Income Appraising, REA 2.1B Income Property Appraisal Basics, Appraising Complex Properties and The Uniform Residential Appraisal Report, Also, 60 hours in 30 hour segments with the American Real Estate Academy, Foundations of Real Estate Appraising and Appraising the Single Family Residence. Additionally as continuing education to support the Real Estate Appraiser and Broker licenses: 2 hours each in the following: Chapter 93A-Consumer Protection, Seller Agency, Buyer Agency, Contract Law, Investment Property, Real Estate Brokerage – Professional Ethics, Brokerage Relationships in MA, Residential Mortgage Loan Market, Credit Today, Residential Construction and Procuring Cause, and 3 hours in Contemporary Issues in Appraising with the Massachusetts Board of Real Estate Appraisers. 2 hours in an American Banking Association /Appraisal Institute Teleconference. Massachusetts Department of Revenue Course 101, April 2011

Massachusetts Association of Assessing Officials: Courses 1 (Sales Approach), 2 (Cost Approach), 3 (Income Approach), 4 (RMA/CMA Certification)5 (Mass Appraisal) & 200 (Principles of Assessing Procedure) Specialty Classes in Commercial income and expense reporting and the administration of the income approach to taxation. International Association of Assessing Officials: Workshop 151, 495, Courses 101, 102, 201

Professional Associations 
American Society of Appraisers, Accredited Senior Appraiser in Personal Property, Appraisal Review Management
International Association of Assessing Officials

Massachusetts Association of Assessing Officials, Massachusetts Accredited Assessor designation

Bristol County Assessors Association, 2017-19 Secretary, Education Director

National Association of REALTORS©
Massachusetts Association of REALTORS©
REALTORS© Association of Southeastern Massachusetts, Government Affairs Committee member
Massachusetts Board of Real Estate Appraisers, Candidate Member 1998 - 2004
Massachusetts Auctioneers Association, Past President 1995

Licensed:
Massachusetts: Auctioneer, 1991 – 2014, Massachusetts: Real Estate Appraisal Trainee 1998 – 2004, Massachusetts: Real Estate Broker. Since 1998, Massachusetts Vocational Technical Instructor, Massachusetts Real Estate Instructor

Teaching: Aerial Imagery and Assessing Hampden County Assessor Association Annual Meeting 20202, Personal Property Assessing Middlesex County Assessor Association Annual Meeting 2019, Property Assessments Valuation and Taxation (Class #1:Residential and Class #2:Commercial) Class #3:Zoning and Building Codes REALTOR Association of Southeastern Massachusetts Assessing Personal Property, Northeast Regional Association of Assessing Officers 2018 Annual Conference, Massachusetts Association of Assessing Officials Narrative Personal Property Appraisal Report Writing, 2017 Spring Conference and   Personal Property Workshop 2015, American Society of Appraisers 2hr Webinar Reasoning and Logic for Valuation Professionals 2014 and the same to be presented at their 2015 and 2016 International Conferences, scheduled to address 2018 on “Appraisal Review and Assessors”.  Boston Chapter, American Society of Appraisers “What Clients buy with an Appraisal”, Attleboro Bar Association and Bristol County Estate Planning Council “Good Attorneys & Good Appraisers”.