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eBooks, Articles, & More

  • Article

Loans: Paying $320,071 to get $250,000!

While more financial institutions are offering loans to community associations, this option is not available to all associations. To quality for a loan, an association must demonstrate enough fiscal health (positive assessment revenue stream) to demonstrate to the lender
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  • Article

Funding Your Reserves – Making Strategic Choices

Popular management consultant Peter Drucker famously stated “The best way to predict the future is to create it.” With that in mind, what future do you want for your association? Will there be sufficient cash to maintain “curb appeal” and maximize owner enjoyment,
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  • Article

IRS Form 1120-H: Does an Association Pay Taxes on Reserve Interest?

So on what income does an association pay tax? This can get very complicated, but at the very least, the association generally needs to pay tax on its interest earnings. That includes ALL bank and investment interest, including interest earned on reserve accounts.
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  • Article

Why Reserve for Expenses 30 Years Away?

Today a well-intentioned Boardmember called, asking why he should tell his homeowners that the expensive roof they installed two years ago,
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  • Article

Which Components are (and aren’t) Included?

It is as important for our clients to have an accurate expectation of which components they will see in the Reserve Study as it is to expect
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  • Article

What to do when a Component Fails Early?

You expect your roof to last 20 years, but after 15 years you are having leaks everywhere. Your pool heater is a lemon and after three years you are convinced any more repairs would be a waste of money. Your last paint job is simply not cutting it. You need to spend Reserves earlier than planned. What do you do?
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