The Swartz Report: Reflections, Family and Work

Reflections, family and workIf you are a frequent reader of my blogs, you know I tend to go back and forth between family and work, with a few reflections thrown in for good measure. What could be better than having a little mix of all of the above?

Reflections –

Swartz + Associates, Inc. opened for business five years ago on June 1st. Over the past five years, we have been able to maintain our client base, secure new business and re-engage old clients from several years ago.

I have acquired a second, complimentary property tax practice (Indurante & Associates, Inc.) and added employees to handle our growing practice while seeing two of our employees retire from the active working world. We have successfully won appeals at the District Court level in multiple states as well representing our clients at the State Supreme Court.

Through it all, I want us to be vested partners with our clients. Over the next five years, I want to continue to be a trusted advisor and work to continue make ourselves better; make our product better and make our overall deliverable better.

Family –

This past weekend, we celebrated Father’s Day with my brother and sister-in-law, my niece, nephew (and his fiancé), parents as well as my family (except Miriam who, unfortunately, could not make the trip). As I read back through previous postings, I have shared quite about my family and their stories over the years. This was a great opportunity to get together to create new stories and see how others are thriving in their respective worlds. What a great Father’s Day gift as both a father and a son to be able to be with everyone for the weekend.

Work –

In Missouri, several counties had their appeal deadline pass on June 17th. However, there are still opportunities if you are a taxpayer in Jackson County as well as second class counties where the appeal deadline is July 8th. We have experienced significant increases in value in Jackson County and I anticipate hundreds, if not thousands of appeals to be filed with the county over the next two weeks.

For owners of property in Nebraska, the appeal deadline is June 30th and if you have property in Illinois, the deadline will be coming up over the next 60 days, as it varies on the jurisdiction. All in all, it will be another busy summer!

If you have properties in any of the areas just mentioned and would be interested in a no obligation, no cost opinion, please contact me. I welcome the opportunity to discuss the situation with you! Please call me at (913) 766-8761 or you may reach me by email at dswartz@swartzaai.com. Thank you!

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