The Swartz Report: A Recap of 2024

By Donald Swartz, President

As the holiday season and the year comes to an end, I reviewed my blog from December of 2023 and thought I would reflect on whether we have in fact, moved forward.

On the Personal Side

From a personal standpoint, we definitely stepped outside the box, heading out of town during the Christmas week to Nashville with our children. The last time the four of us were in Nashville, Aaron was competing in the Elementary School National Chess Championships at the Gaylord Opryland Resort (over 15 years ago!!!)

We went back to visit The Gaylord and also visited many of the Nashville sites including Broadway Street, The Country Music Hall of Fame, the National Museum of African American  Music, Belmont University, Vandy, The Listening Room and several dining establishments! It was quite the week and a great city to visit. Additionally, I experienced my first NHL game as the Predators defeated the Canes (shockingly my first game was not the Vegas Knights!! – I guess I will have to compare and contrast at some point down the road😊)

On the Business Side

From a business standpoint, last year I mentioned the phrase, “if you are not moving forward, you are moving backward.” How did we do?

We added another business developer to the Swartz team, bringing Keith Sherman to the fold in early January.

Keith has provided insight to the group on marketing ideas and has helped us establish our presence in Arkansas and the Dallas Metroplex.

Last month, David Swartz and Keith attended the Marcus Evans Tax Conference where we were scheduled to meet 10+ tax directors of various companies. We have had follow up calls with half of the companies we met and our hope is to represent their property tax interests in the 2025 year.

We are currently in the process of refining and adding elements to our database, creating more efficiencies to run a variety of reports.

The improvements will assist in our targeted emails to clients and prospects regarding reassessments, county or statewide updates and appeal deadlines. It will also allow us to navigate the tremendous amount of data we have collected over the years in a more efficient manner.

The Indurante team continues to flourish as we add more companies for the 2025 year. 

In 2024, we were able to successfully transition a large client to our “we pay all” format. In this environment, we are responsible for the timely payment of all property taxes paid to the appropriate states and/or counties. This relieves the burden of the taxpayer being responsible for tracking the multitude of deadlines to make payments. (If you are an Indurante client currently not taking advantage of this service, and would be interested in learning more, please reach out as we would be pleased to let you know how this process is implemented!)

We are hiring!

We will have a new Indurante employee scheduled to start in Mid-January and I will talk more about this employee next month. Additionally, we are currently looking for an additional member for the Swartz team as we anticipate a significant increase in work with reassessment in several states and increased portfolio sizes on the horizon.

Did we move forward in 2024? I believe the answer is a resounding YES and I look forward to an exciting 2025!

Happy New Year to everyone!!! As always, I appreciate your comments and feedback and .