From monthly archives: May 2018

We are pleased to present below all posts archived in 'May 2018'. If you still can't find what you are looking for, try using the search box.

Round Table Panel: PACE and the Effects of Tax Reform on Real Estate

May 16, 2018 | 7:45 - 9:30am

PACE (Property Assessed Clean Energy) is a financing mechanism that provides commercial real estate owners low-cost, long-term funding for energy efficient and renewable energy projects. If you are looking to take out a PACE loan, you may want to consider whether you can borrow 100% of eligible costs, the length of the term, whether the loan is transferable upon property sale, and if it serves as a low-cost equity alternative. Join Boulay and Pace Loan Group for a breakfast round table panel and learn how this opportunity can finance energy-efficient improvements or projects and add to the capital stack of a project. In addition, with the new tax law changes in 2018, many aspects of real estate will be affected. Learn about these changes and decisions that will need to be made in the upcoming year.

Read the rest of entry »

Retirement Planning Workshop

May 10, 2018 | 3:30 - 6:30pm

The Retirement Planning Workshop is back by popular demand! We had a full house for our last workshop, so we're offering those who missed out a chance to still hear from the experts. Retirement is simply a milestone you pass on your journey—like crossing a border from one state to the next on “the road trip of a lifetime.” Reaching this marker comes with emotions, not to mention hard work and careful planning. Join Boulay Financial Advisors, LLC for a workshop, and start preparing the next leg of your journey.

Read the rest of entry »