Behind the Scenes: Client Operations

Behind the Scenes: Client Operations

May 2, 2019. By Lori Patterson: A look into the daily events of your operations team… Every day is different…there’s not a lot of monotony here! We begin our day verifying money transfers and any service items that may have been requested off hours. We review for...
Short-Term Rentals: New Regulations in MA

Short-Term Rentals: New Regulations in MA

April 18, 2019. By Matt Okaty: Regulations often lag behind innovation, and this is certainly true of the short-term rental market which has exploded over the past ten years.  AirBnB and HomeAway, the two biggest companies in this space, have transformed the lodging...
Pre and Post-Sale Wealth Planning Strategies

Pre and Post-Sale Wealth Planning Strategies

April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
Federal Reserve Leaves Rates Unchanged

Federal Reserve Leaves Rates Unchanged

March 21, 2019. By Mark Barry: Following the conclusion of its two-day March meeting, the FOMC announced its interest rate decision which was to maintain the Fed Funds rate at 2.25%-2.50% (no change). This was largely expected by investors. However, in both his...
Elder Financial Abuse: A Real Crisis

Elder Financial Abuse: A Real Crisis

March 7, 2019. By Matt Okaty: According to the U.S. Census Bureau, the year 2030 will mark a pivotal demographic turning point, as seniors are projected to outnumber children for the first time in U.S. history.  As the fastest growing segment of the population,...
Client Notice: Tax Documents and Trusted Contacts

Client Notice: Tax Documents and Trusted Contacts

February 27, 2019. By Courtney Summa: With tax season upon us and accountants quickly filling their schedules, we wanted to provide an update regarding the delivery of your tax documents and the recent request for trusted contact designations: Tax Document Delivery...