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Online training

Preparing Expert Reports for Valuation Disputes

This web class is concerned with how to prepare an expert report for use in valuation disputes. It will focus on what needs to go in such a report and how the report should be structured.

Session Duration:
90 minutes
Wed 12 Sep 2018
12:00 PM - 01:30 PM
1.5 hours formal CPD


Course information

It is important to understand the obligations of an expert called upon to prepare a report for use in valuation disputes. It is also important to understand how an expert report should be constructed, what facts need to be included, how those facts should be analyzed, and how to present the conclusions drawn from the analysis of the factual information collected.

The expert needs to understand how best to present the factual evidence and deal with both the strengths and weaknesses of his/her valuation and the valuation put forward by the other side. This web class will involve two very experienced presenters who have been involved in the preparation of expert reports - both as an expert and as a legal adviser - and they will share the benefit of their knowledge in a very practical way.

This course is developed as part of a collaboration with International Property Tax Institute (IPTI) and RICS to provide specialized property tax and assessment valuation trainings for this marketplace

Who Should Attend

  • Assessors, appraisers and other professional real estate valuers
  • Advocates, lawyers, and paralegals involved in property valuation disputes
  • Anyone else involved with property valuation disputes

Course Format

This 90-minute web class will include presentations from two experienced practitioners followed by a question and answer session.

About this course

Course Content

  • The duties of an expert preparing a report
  • The structure of an expert report
  • What is required in an expert report
  • Common mistakes to be avoided
  • The benefits of using clear and simple language

Learning outcomes

  • Understand the roles and responsibilities of an expert
  • Know what needs to be included in an expert report
  • Prepare a well-structured report
  • Understand how to deal with the legal team
  • Be well-prepared to answer questions about your report



Paul Sanderson JP LLB (Hons) FRICS FIRRV, President, International Property Tax Institute

Prior to becoming President of IPTI, Paul was the Director at the UK Valuation Office Agency (VOA) responsible for providing professional advice and technical guidance across a wide range of valuation and property issues. Paul has over 40 years’ experience in the valuation of property for a variety of purposes, and during that time, he has been involved in a large number of disputed cases that have been settled either by negotiation, mediation or litigation.

Elliott B. Pollack, Co-Chair, Pullman & Comley, LLC

Elliott represents commercial real estate owners, developers and lenders and has litigated or settled several billion dollars of ad valorem and eminent domain property valuation cases. His articles on valuation issues have been widely published. Elliott received his B.A. from Columbia College and his LL.B. from Columbia Law School. He is editor of the firm’s quarterly newsletter “Property Tax and Valuation Topics”.


  • Delegate rate $50
  • Visa

  • Mastercard

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