News: Finance

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
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.
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.
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
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