News: Finance

Brian Hill Financial Planner Capital Analysts of New England

Name: Brian Hill Title: Financial Planner Company: Capital Analysts of New England Location: 1266 Furnace Brook Pkwy., Quincy, Mass. Birthplace and year: Philadelphia, Penn., 1965 Family: Wife, Constance; children: Nora, Alex, Lily, Brendan College: Villanova, BS, Finance; American College, Bryn Mawr, Chartered Financial Institute (CHFC) First job in finance or allied field: Kistler Tiffany - Wayne, Penn., a division of Capital Analysts What do you do now and what are you planning for the future? Help clients accumulate money for retirement or college; develop retirement income plan and set up estate plans. Hobbies: Play vintage baseball, coach little league, run Favorite book: "The Irish Rose" by Joe Hill Favorite movie: "It's a Wonderful Life" Person you admire most (outside of family): Warren Buffett Key to success: Persistence If you had to choose another vocation what would it be? Small business owner.
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Columns and Thought Leadership
Are appraisers on the same page as the assessor? - by Richard Seman

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.
Massachusetts real estate transfers  over $1 million face new tax rules as of November 1st - by Daniel Meyer

Massachusetts real estate transfers over $1 million face new tax rules as of November 1st - by Daniel Meyer

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
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

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
The focus on price per s/f compared to the  comparable sales used in the appraisal report - by Dennis Chanski

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.