Name: Christine Latulip
Title: Vice President
Company: Edmund & Wheeler, Inc.
Location: 567 Cottage St., Littleton, NH 03561
Birthplace and date: Cambridge, Mass., April 26, 1951
Family: Single, three grown daughters: Erin, Katie, Holly
College: Becker College, associate degree in Business; So. New Hampshire University, masters, Community Economic Development
First job outside of 1031: Peoples Bank of Littleton-went from teller to president.
First job in 1031 or allied field: Started at Edmund & Wheeler in 2002. Passed the Federal Exchange Accommodators exam in 2005 and earned the designation of Certified Exchange Specialist.
What do you do now and what are you planning for the future? Each client has a particular sense as to where their transaction is going. We assess each one and work with them over a long period of time. We try to match the client to their strategy. We also offer a three-hour continuing education course on 1031 exchanges and their strategic uses and how to use it as a tool to build personal wealth.
Hobbies: Golf, hiking
Favorite book: "Say It Like Obama" by Shel Leanne
Person you admire most (outside of family): Eleanor Roosevelt
Key to success: Be flexible, open-minded and greet each day with enthusiasm.
If you had to choose another vocation what would it be? Community development
Swansea, MA EagleBridge Capital has arranged construction mortgage financing in the amount of $5.9 million for Phase One of Cedarbrook Homes. The mortgage was arranged by EagleBridge senior director Brian Walsh and principal Ted Sidel who stated that the loan was provided by a leading national lender.
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.
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
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.
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