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News:
Finance
Posted: August 13, 2009
Ronald Birnbaum 2009
Name: Ronald Birnbaum
Title: Financial Consultant; Radio Host
Company: Trust Advisory Group
Location: One Gateway Center, Suite 350, Newton, Mass.
Place of Birth: Hartford, Conn.
Family: Divorced
College: University of South Carolina, BA Political Science; American College, CLU, CHFC, CASL
First Job Out of Finance: Honeywell, pc design
First Job in Finance or Allied Field: Health Insurance - American Small Business Association
What do you do now and what are you planning for the future? We provide alternative investments to an individual's portfolio with multiple assets including real estate; estate and tax planning; helping with diversified programs where much of the risk is removed.
Hobbies: Golf, baseball and chess
Favorite book: "The Strategic Bond Investor"
Person you most emulate (outside of family): John Adams
Keys to success: Treat your clients as you would your own family.
If you were forced to choose another vocation what would it be? Pro golfer
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Finance
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Quick Hits
Columns and Thought Leadership
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
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.
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
