TaxConnections


George F Moses MA

President

GFM Property Tax
Greater Boston Area, Massachusetts, USA

Property Tax Consultants

Professional Summary

Experienced personal property tax advocate with over three decades of public and private sector tax experience. Skilled in developing and executing client property tax savings initiatives while upholding state and local compliance requirements. Proven track record in significantly reducing clients' personal property taxes.

Relevant Experience
• State and Local Tax Consultant with specialty in Property Tax.
• Serve clients in multistate real and personal property taxation, with an emphasis on New England.
• Clients include medium and large companies in the biotechnology, financial, hospitality, insurance, manufacturing, retail, advertising, service and internet-based industries.
• Experience includes: audit defense for personal property taxes, developing strategies for real and personal property tax minimization, providing expert witness testimony, and managing the appeals and compliance function.
• 30 years experience in the property tax field, including Arthur Andersen, Ernst & Young, the City of Boston Assessing Department, and the Massachusetts Department of Public Utilities.

Affiliation
• Member: Institute for Professionals in Taxation, International Association of Assessing Officers, Massachusetts Association of Assessing Officers, Greater Boston Real Estate Board, the Lincoln Institute of Land Policy, International Who’s Who.

Education
University of Massachusetts - B.A. Honors Economics, Magna cum Laude
Boston College - M.A. Quantitative Economics

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Languages

  • English

Social Media



Experience

GFM Property Tax
Greater Boston Area, Massachusetts, USA 02740
President
Property Tax Consultants
Arthur Andersen
Boston, Massachusetts, USA
New England Market Circle Property Tax leader
Tax, Audit, Consulting
FOCUS: To provide the leadership necessary to develop the firm’s business presence in real and personal property tax matters and related services throughout New England. Priorities include:
• all aspects related to initiating and developing a practice from ground zero level that would ultimately generate fees exceeding other “Big 5” Accounting firms in New England.
• all aspects related to marketing, client acquisition, engagement processing, after sale support, and leveraging new business to staff.
• developing and training State and Local Tax staff attorneys and accountants in property tax consulting and compliance matters.
• performing negotiations with tax assessing jurisdictions to reduce clients’ property taxes.
Ernst & Young
BOSTON, Massachusetts, USA
Tax Manager / Valuation Consultant
Tax, Audit, Consulting
FOCUS: To expand the firm’s business presence in the area of business personal property tax (BPP) throughout New England as well as the U.S. Priorities include:
• equipping skill set of demonstrated expertise in reviewing clients’ fixed asset databases and reporting methodologies, filing original/amended tax returns, submitting appeal applications at the appropriate tax review boards, and negotiating settlements with board officials.
• marketing, client acquisition, engagement processing, and after sale support for EY TRACS, the firm’s BPP compliance software which focuses on reporting and minimization of BPP tax liability for large companies.
• developing, marketing and implementing specialty consulting products to facilitate tax minimization and other client improvement objectives. These products include statistical asset ledger modeling, lump sum asset conversion, and the maximization of favorable local assessment statutes and regulations in behalf of clients.

City of Boston Assessing Department
BOSTON, Massachusetts, USA 02110
Senior Research Analyst
Municipal Department
Accomplishments and Responsibilities include Designing, Developing, and Implementing:
• statistical programming to construct models capable of determining assessed values for 60,000 real estate parcels. Utilized state of the art software which highlight multiple regression based techniques;
• statistical applications to calculate assessments for all Commercial properties utilizing the Income Approach resulting from analysis of Commercial income and expense forms. Developed similar model to track Residential value changes in response to "what if' scenarios of changes in property description.
• programming to systematically produce comparable sale properties for any Residential parcel in Boston;
• systematic procedure for valuation of vacant land parcels and land residing beneath improved properties;
• procedures to raise $25 million in value for Boston's tax base through identification of businesses which neglect Personal Property tax payments.
• authoring Residential, Commercial and Condominium districts manual and co authoring annual published real estate market reviews (REMAR publications);
• defending Commercial and Residential assessments against appeals at the Massachusetts Appellate Tax Board.
• developing multimedia laserdisk system for of all Boston real estate in a Wide Area Network environment

Education

MA, Quantitative Economics
Boston College
Boston, Massachusetts, United States
Independent Study: computed income elasticity of housing based on pooled data of the U.S; utilized SHAZAM to update a study of the 1970's by the University of Michigan.
• Served as Assistant Director of the Graduate Student Association (Salaried position for liaison between 2,500 graduate students and school administrators)

BA, Economics
University of Massachusetts Dartmouth
Massachusetts, United States
B.A. Honors Economics, Magna cum Laude

Associations and Societies

  • Institute for Professionals in Taxation
  • Lincoln Institute of Land Policy
  • Lorman Education Series (Featured Speaker)
  • International Who's Who
  • Greater Boston Real Estate Board

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