The Swartz Report: A Personal Note, What’s New, and Thank You

Post written by Donald Swartz, President and Principal at Swartz + Associates, Inc. | Lover of Chiefs, Royals and golf | Avid “Cruiser” | Poker Enthusiast

Don Swartz

A Personal Note…

The other day I attended a stone setting for my uncle who passed away 18 months ago. It was a very simple ceremony attended by a small group of family members and I’m sure my uncle wouldn’t have wanted it any other way.

Quiet, unassuming and to the point.

During his life, he was a difference maker; starting from humble beginnings to the creation of one of the largest, publicly-held real estate investment trusts in North America.

To me, he was always the same person – quiet and unassuming, but passionate about his affairs, both professional and civic. He was a true example of how to live one’s life. I hope I’ve learned these same traits and effectively use them in my life; professionally, from a civic standpoint and personally.

What’s New at Swartz + Associates?

  • We’re currently involved in several reviews in Jackson County, MO as the informal appeal deadline occurred on June 12th. However, the formal appeal deadline to the Jackson County Board of Equalization will be July 10th, 2015. So the good news is there’s still time for taxpayers to review their 2015 valuation notices and make a determination if an appeal is necessary or warranted.
Terry Hainje

Terry Hainje

And Finally….Thank You

Thank you to all who posted and sent notes of congratulations on our one year anniversary. The year was busy and exciting. And we’re just getting started! My commitment to our clients is the most important factor in our success. I can promise you that we will continue to explore ways to improve our commitment and our abilities to best represent our clients’ portfolios.

Thank you for taking the time to read our blog. Please let me know if you’d like to see me write about specific topics going forward and I’ll do my very best to address them in the next post.

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