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News:
Finance
Posted: August 12, 2010
Daniel Munroe 2010
Name: Daniel Munroe
Title: Partner
Company: Capital Management Group
Location: 573 Hopmeadow St., Simsbury, Conn. 06089
Birthplace and year: Hartford, Conn., 1967
Family: Wife, Patricia; children: Katie and James
College: U. Mass. Amherst, BA; Business Administration; JD, Washington & Lee University School of Law
First job outside of finance: Assistant DA in Richmond, Va.
First job in finance or allied field: General counsel at Berkshire Life Insurance Co.
What do you do now and what are you planning for the future? Provide financial planning solutions for high net worth and individuals and business owners.
Hobbies: Exercise, coach Little League baseball, time with family
Favorite book: The Bible
Favorite movie: "Field of Dreams"
Person you admire most (outside of family): Abe Lincoln
Key to success: Persistence
If you had to choose another vocation what would it be? High school teacher and football coach
Tags:
Finance
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Columns and Thought Leadership
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick
Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property
Are appraisers on the same page as the assessor? - by Richard Seman
The purpose of this article is to address problematic or confusing issues which may help assessors and appraisers to better understand how to value real estate for tax assessment purposes.
The focus on price per s/f compared to the comparable sales used in the appraisal report - by Dennis Chanski
Over the past several weeks, I have completed appraisal assignments for private clients. Interestingly, after submitting these appraisals, I received several phone calls – not to question the value, content, or any incorrect information, but rather to discuss the price per s/f compared to the comparable sales used in the report.
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Attention to owners of real estate in the Commonwealth (and the title companies and other professionals who advise them), the Massachusetts Department of Revenue (the “DOR”) recently adopted a new “millionaire’s tax” via 830 CMR 62B.2.4
