Developing a Long Term Tax Strategy

By Tim Duhamel

Provides a comprehensive overview of municipal taxes and essential knowledge that all financial professionals and executives require.

Register Today!

Course Content

Developing a Tax Rate Bylaw
Tax Rate Bylaw math explained
Taxation and the budget – linking tax % increases to budgetary needs
Review of a budget tax tool
How to develop a long-term tax strategy
Linking the capital budget/asset management to a taxation strategy
Help the public understand taxes and long term requirements
Public engagement, measuring and justifying tax increases
Effective communication/presentation of tax increases to Council and the public

Course Content
1. Developing a Tax Rate Bylaw
2. Tax Rate Bylaw math explained
3. Taxation and the budget – linking tax % increases to budgetary needs
4. Review of a budget tax tool
5. How to develop a long-term tax strategy
6. Linking the capital budget/asset management to a taxation strategy
7. Help the public understand taxes and long term requirements
8. Public engagement, measuring and justifying tax increases
9. Effective communication/presentation of tax increases to Council and the public

Course Info

Price:$125.00

PD Credits: 1.5

Category: Planning

Updated: June 25, 2020

Duration: 1:36:54

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

February 2019

Updated: Feb 13, 2019

Duration: 1:35:27

Course Synopsis

Developing a Long-Term Tax Strategy

June 2020

Updated: June 25, 2020

Duration: 1:36:54

Course Synopsis

Developing a Long-Term Tax Strategy

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

Updated: Feb 13, 2019

Duration: 1:35:27

Course Synopsis

Developing a Long-Term Tax Strategy

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

February 13, 2019

MEMBERS ONLY

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MEMBERS ONLY

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Course Description

This webinar will cover basic fundamentals, intermediate, and advanced methodologies, and includes new MGA changes related to commercial subclasses and the residential/commercial split ratio.

Learning Outcomes

How to develop a Tax Rate Bylaw (written section and council report requirements)
Understanding Tax Rate Bylaw math (assessment, mill rate, taxation revenue)
Linking tax % increases to budgetary needs (services, inflation, special projects, capital)

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Who Should Attend?

Register Today!

In Alberta (GFOA)

BLOOM can customize courses for your needs.

Some topics include:

Financial Planning & Management
- Municipal risk and opportunity reviews
- Financial condition assessments
- Budget process reviews and development
- Priority based budgeting
- Program and service costing
- Operating budget forecasting and financial solution development
- Asset management
- Capital budget development and prioritization
- Capital plan development and prioritization
- Capital plan funding strategies (debt, grants, reserves, operating budget)
- Long term financial plan development
- Municipal price inflation (MPI) development
- User fee and permit reviews
- Development levy plans
- Grant research and application support

Strategic Business Planning
- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies

Education & Mentorship
- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship

Project & Change Management
- Project plans
- Change management plans and facilitation
- Services reviews

Advocacy
- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations

Communications
- Communication plans and strategies
- Facility sponsorship packages
- Narrative process development (budgets, strategic plans, business plans)
- Business plan writing
- Budget communication support
- Media releases
- Media strategy
- Newsletter development
- Public survey development
- Business case development

Environment
- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support

Questions? Get in touch…

Developing a Long Term Tax Strategy

Provides a comprehensive overview of municipal taxes and essential knowledge that all financial professionals and executives require.

Register Today!

Course Content

Course Info

Price:$125.00

PD Credits: 1.5

Category: Planning

Updated: June 25, 2020

Duration: 1:36:54

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

February 2019

Updated: Feb 13, 2019

Duration: 1:35:27

Course Synopsis

June 2020

Updated: June 25, 2020

Duration: 1:36:54

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

Updated: Feb 13, 2019

Duration: 1:35:27

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

February 13, 2019

Course Description

This webinar will cover basic fundamentals, intermediate, and advanced methodologies, and includes new MGA changes related to commercial subclasses and the residential/commercial split ratio.

Tax Rate Bylaw math, taxation and the budget, review of a budget tax tool, how to develop a long-term tax strategy (project plan included), and measuring and justifying tax increases to Council and the public will also be covered.

Learning Outcomes

How to develop a Tax Rate Bylaw (written section and council report requirements)

Understanding Tax Rate Bylaw math (assessment, mill rate, taxation revenue)

Linking tax % increases to budgetary needs (services, inflation, special projects, capital)

Tracking tax % increases/decreases as you develop the budget

How to develop a long-term tax strategy (needs assessment, implementation)

How to link the capital budget/asset management to a taxation strategy

Effective communication/presentation of tax increases to Council and the public

Help the public understand taxes and long term requirements (service, capital needs, inflation, growth)

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…