Annual Assessments

News & Analysis as of

Mark Your Calendars for Your Annual Review

Before you even start reading this, go to Outlook or whatever calendar you use, pick a date, and put in “Annual Review.” Any time in the year that works for you will do, although I gravitate towards getting housekeeping...more

Can An Annual Performance Review Work? A Case Study, Success Story, and Interview

When Suzanne Benoit, Senior Professional in Human Resources SPHR, joined Wright-Ryan Construction, Inc. as its Director of Human Resources, she learned that her employer had been using an annual performance review process...more

OCC Releases Annual Assessment Schedule

On December 12, the OCC issued Bulletin 2013-37, which informs all national banks, federal savings associations, and federal branches and agencies of foreign banks of fees and assessments charged by the OCC for calendar year...more

How to Deal with Delinquent Condo Board Members [Video]

Chicago Tribune Condo Adviser columnist Howard Dakoff explains why you are out of luck if your condo board member doesn't pay up. Howard is a partner in the Community Associations Practice Group of Levenfeld Pearlstein, LLC....more

New Law Clarifies that Business Improvement and Tourism Marketing District Assessments are Not Taxes Under Proposition 26

Local Government Bears the Burden of Proving that an Assessment is Not a Tax - Assembly Bill 483, signed as urgency legislation by the Governor on October 4 and effective immediately, clarifies provisions of California...more

Argument Report: Illinois Supreme Court Actively Questions Both Sides in Controversial Condo Case

When the Appellate Court's decision came down, the Chicago Tribune called it a "ground-breaking decision that "has stunned the condominium community nationwide." So will the Illinois Supreme Court overturn the Second...more

The Substance of Property Tax Rule 474, Relating to the Assessment of Refineries, Was Appropriate, Valid and Consistent with...

The State Board of Equalization (“Board”) enacted a rule that the valuation of petroleum refinery property should assess the land, improvements, and fixtures as a single appraisal unit because they are generally bought and...more

Fed Assessments on Large Financial Companies

On August 16, the Fed issued a final rule establishing annual assessment fees for its supervision and regulation of large financial companies (with $50 billion or more in total consolidated assets)....more

Reserve Funds: Purposes and Common Mistakes  [Video]

Chicago Tribune Condo Adviser columnist Howard Dakoff breaks down assessments and reserves, and some crucial factors behind both. ...more

Return To The Baker’s Dozen In A Best Practices Compliance Program – Total Part II

Yesterday I reviewed the facts surround Total SA’s (Total) lengthy bribery scheme to win contracts in Iran....more

Keeping PACE with Energy Efficiency Demand in California - BB&K's Warren Diven Writes About The Statewide Expansion of the HERO...

Property Assessed Clean Energy Financing (PACE) programs, for residential and commercial properties, were in development throughout the United States when the Federal Housing Finance Agency (FHFA) sought to impose limits on...more

Federal Reserve Board Proposes Large Bank Assessment Rule

On April 15, the Federal Reserve Board proposed a rule that would establish an annual assessment for bank holding companies and savings and loan holding companies with $50 billion or more in total consolidated assets and for...more

Fed Proposal on Annual Assessments

On April 15, the Fed requested comment on a proposed rule to establish an annual assessment for bank holding companies and savings and loan companies with $50 billion or greater in total consolidated assets, as well as for...more

Orrick's Financial Industry Week in Review - April 15, 2013

Fed Proposal on Annual Assessments - On April 15, the Fed requested comment on a proposed rule to establish an annual assessment for bank holding companies and savings and loan companies with $50 billion or greater in total...more

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