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Author Archives: Donna Barber

Donna is a manager, Consulting Services. She has more than 25 years of global relocation experience, specializing in mobility program redesign, benchmarking, policy development, and strategic group move consulting.

Cartus Consulting Finds New Trend in U.S. Relocation Policies: Incent to Rent

January 24, 2013 – 8:30 am

As a member of the Consulting Services team, I am often asked for the latest in domestic relocation policy trends. Many revolve around home sale but there is an emerging policy benefit that is new and different. It answers a specific issue some companies are facing when they relocate employees often.

Incent-to-rent programs (ITR) are designed to encourage employees who are homeowners to rent in the new location instead of using their new home closing cost benefits.

Consulting Services examined this new trend and addressed questions we have been receiving from clients.

Incent-to-Rent Considerations

• Incent-to-rent programs can be effective when structured appropriately and [...] Read More

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Establishing a Policy for Loss on Sale | Issues in U.S. Home Sale by Cartus Consulting

September 10, 2012 – 1:25 pm

Cartus Consulting guides organizations of all sizes to the best solutions in global mobility and mobile workforce development. In this, the third installment of a four-part series, Cartus Consulting Services looks at the top issues in U.S. Home Sale.

We’ve been approving loss on sale on a case-by-case basis. How do I establish a policy for loss on sale?

The impact of the downturn in the real estate market is still being felt, and many companies are looking to establish a structured loss on sale policy. Loss on sale can be calculated in various ways. Some companies are covering 100% of the [...] Read More

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Homebuyer Tax Credits | Issues in U.S. Home Sale by Cartus Consulting

July 23, 2012 – 10:42 am

Cartus Consulting guides organizations of all sizes to the best solutions in global mobility and mobile workforce development. In this four-part series, Cartus Consulting Services looks at the top issues in U.S. home sale.

Should a company honor a relocating employee’s request to be reimbursed for the homebuyer tax credit?

The quick answer is no. It’s not recommended that a company reimburse the homebuyer tax credit. Transferees who received the homebuyer tax credit when they purchased their home often request reimbursement when notified about relocation.  The current housing market works to the employee’s and company’s advantage because generally, if there is no [...] Read More

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Pulse Survey Says: Lump Sum Programs Can Present Both Benefits and Pitfalls

September 22, 2010 – 10:06 am

Over the years, we’ve worked with many clients that are exploring lump sum approaches for their relocating employees. The approach has been an element in many companies’ programs, but when it became a key item of discussion in client focus groups, it confirmed our awareness that more information was needed to help organizations understand – and weigh – the issues, pros, and cons of the approach. So we decided to develop a Pulse Survey to shed more light on the issues.

The survey explored both traditional lump sums (which cover only certain expenses like temporary living, home finding, etc.) and all-inclusive [...] Read More

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