H. William Batt, Ph.D.


Simulation Models
of Tax Shifting (2000)

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I have been working with assessment rolls of various municipalities, counties and states to simulate what actual shifts in burden would be if a land value tax were implemented. This involves both aggregate analysis and presentation by property classification, by revenue stream (i.e., school and municipality), and for consolidated tax and administrative units. It also involves tabulation of what burden each individual taxpaying parcel would assume under an LVT scenario right down to the penny. (This assumes, however, no credits, deductions, deferrals or other adjustments as sometimes apply for veterans, elderly, disabled, clergy, and so on never completely the case in fact.)

Any legislature considering adoption of LVT likely wants to find out first "who wins and who loses?" This is what I try to show. Very concrete, very practical. I worry about the theoretical and moral arguments after that if political leaders are still interested after first knowing this.

Of course any simulation necessarily assumes a modicum of accuracy in the assessments. Many municipalities have such poor or outdated valuations that the simulations re inaccurate and lack credibility. There have been instances, however, where the assessments have been so evenly inaccurate that it is still possible to do a simulation that will be convincing to reviewers when, for example, the land component is uniformly undervalued. I have some instances where the scenario presents an improvement over current practices.

This raises a second issue: the challenge of performing accurate and reliable valuations. I believe it is possible to employ GIS (geographic information systems) algorithms to improve upon the quality of assessment standards typically reached by conventional (eyeball) assessment methods. I have therefore been hoping to secure some data from some municipality that would allow me to experiment with various formulas that might improve the state of the art. Ted Gwartney, my GIS tech and I have been working me on this; as yet, however, we've not been successful in securing the data that we need from any municipal government. It's either the cost of purchasing the data or else the reluctance of the government to release it.

Occasions arise when, doing simulations or applying GIS triangulation algorithms to assess land values, it is necessary to presume a certain default proportion of land value. In the aggregate, what assumed percentage land value should we take? A rule of thumb is between thirty and forty percent land value in the aggregate, except in instances where the economy is booming and real estate values are really increasing rapidly. Data that I have suggests that in such areas Aspen Colorado, Jackson Hole, Wyoming, Kings County, Washington land value proportions can even exceed fifty percent in the aggregate. But this is the kind of hypothesis that needs further research. Having such numbers will help us lots to analyze the tax base, the potential revenue and burden distribution, and how implementing a land tax would effect the region's economic vitality.



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