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eBooks, Articles, & More

  • Article

Special Assessments vs Ongoing Reserve Contributions

Why not just special assess for Reserve expenses when the expenses occur? It fundamentally boils down to fairness and responsible corporate planning. By nature, Reserve expenses occur unevenly through the years: some years will have minimal Reserve expenses, some years will be especially hit hard.
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  • 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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HOA board members reviewing community association tax documents, reserve account statements, and IRS Forms 1120-H, 1120, and 990
  • Article

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

HOA community associations may be nonprofit corporations, but they can still owe federal income tax. Learn when reserve interest is taxable and how IRS Forms 1120-H, 1120, and 990 may apply.
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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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