Steve Fretzin has made available for download his article, “Top Mistakes Lawyers Make After Their First Year in Practice,” published in LexBlog. The article begins as follows: For many attorneys, their first and second year of practicing law is exciting and a little scary. While some are thrown into the work and are left to … Continue reading LexBlog: Top Mistakes Lawyers Make After Their First Year in Practice (January 30, 2023)
Category: Practice Management + Marketing
The Washington Post: Who is the ‘taxpayer’ and ‘spouse’ in marriages when both work? (January 23, 2023)
The Washington Post has made available for download their article, “Who is the ‘taxpayer’ and ‘spouse’ in marriages when both work?,” which discusses statistics and research surrounding financial norms of heterosexual couples. The article begins as follows: When married couples file a joint tax return, the form asks them to list one partner first and … Continue reading The Washington Post: Who is the ‘taxpayer’ and ‘spouse’ in marriages when both work? (January 23, 2023)
Kitces: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart (January 31, 2023)
Kitces has made available for download theri article, “From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart,” published on Kitces. The Executive Summary is as follows: Welcome back to the 318th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Ali Swart. … Continue reading Kitces: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart (January 31, 2023)
Bradley W. Joondeph: Remote Work and the State Taxation of Nonresident Employees (December 13, 2022)
Bradley W. Joondeph, of Santa Clara University - School of Law, has made available for download his article, “Remote Work and the State Taxation of Nonresident Employees,” published in Wisconsin Law Review, Vol. 2023, No. 3, 2023. The abstract is as follows: The onset of the COVID-19 pandemic caused millions of Americans to telecommute across … Continue reading Bradley W. Joondeph: Remote Work and the State Taxation of Nonresident Employees (December 13, 2022)
Benjamin Alarie: The Rise of the Robotic Tax Analyst (January 2, 2023)
Benjamin Alarie, of University of Toronto- Faculty of Law; Vector Institute for Artificial Intelligence, has made available for download his article, “The Rise of the Robotic Tax Analyst,” published in Tax Notes Federal, January 2, 2023, p. 57. The abstract is as follows: As 2023 begins, developments with large language models, most prominently ChatGPT, a … Continue reading Benjamin Alarie: The Rise of the Robotic Tax Analyst (January 2, 2023)
TaxProfBlog – WSJ: Why So Many Accountants Are Quitting (January 3, 2023)
Paul Caron has published an article on the TaxProf Blog, titled “WSJ: Why So Many Accountants Are Quitting,” which discusses reasons as to why the job market for accounting has become increasingly less desirable, and upcoming initiatives meant to reinvent the field’s image. The article begins as follows: More than 300,000 U.S. accountants and auditors … Continue reading TaxProfBlog – WSJ: Why So Many Accountants Are Quitting (January 3, 2023)
Bloomberg Tax: From Crypto to Sales Taxes, a Look at State Taxation for 2023 (December 19, 2022)
Bloomberg Tax presents in-depth observations into four categories of state and local taxation for the upcoming 2023 fiscal year that litigators should seek to direct their focus toward. The article begins as follows: Gary C. Bingel of EisnerAmper previews some of the areas of state and local taxes that are most ripe for guidance and … Continue reading Bloomberg Tax: From Crypto to Sales Taxes, a Look at State Taxation for 2023 (December 19, 2022)
Florida Probate & Trust Litigation Blog: FY 2020-21 Probate Court Filing Statistics: How busy are our probate judges? (January 1, 2023)
Juan C. Antúnez, in his Florida Probate & Trust Litigation Blog, discusses two key methods on how to easier facilitate the time of Probate court filings noted from his observations of the FY 2020-21 Probate Court Statistical Reference Guide. The article begins as follows: If you make your living in and around our probate courts … Continue reading Florida Probate & Trust Litigation Blog: FY 2020-21 Probate Court Filing Statistics: How busy are our probate judges? (January 1, 2023)
Attorney at Work: A New Year Unfolds With Artificial Intelligence: Five Legal Tech Predictions for 2023 (December 15, 2022)
Nicole Clark, in her Attorney at Work article, discusses innovations to expect in the legal tech sector in 2023. Her article, “A New Year Unfolds With Artificial Intelligence: Five Legal Tech Predictions for 2023”, begins as follows: These legal tech predictions shine the light on ways AI-backed solutions will change the way legal services are delivered. As … Continue reading Attorney at Work: A New Year Unfolds With Artificial Intelligence: Five Legal Tech Predictions for 2023 (December 15, 2022)
LexBlog: How to be More Persuasive as a Lawyer: Robert Cialdini (December 6, 2022)
Teresa Matich has made available for download her article, “How to be More Persuasive as a Lawyer: Robert Cialdini”, published on the LexBlog. The abstract is as follows: When you hear the word “persuasion,” what comes to mind? A skilled litigator? A snake oil salesman, or something else? Dr. Robert Cialdini, The Godfather of Influence, … Continue reading LexBlog: How to be More Persuasive as a Lawyer: Robert Cialdini (December 6, 2022)
LexBlog: Improving Your Law Firm’s Accounts Receivable Process (December 7, 2022)
A publisher has made available for download their article, "Improving Your Law Firm’s Accounts Receivable Process”, published on the LexBlog. The abstract is as follows: There’s nothing worse than seeing unpaid client bills piling up. Attorneys deserve to be paid on time for the valuable work they do—and when you’re running a busy practice, you … Continue reading LexBlog: Improving Your Law Firm’s Accounts Receivable Process (December 7, 2022)
LexBlog: Automations Are Key to Reducing Law Firm Errors (December 15, 2022)
Zack Glaser has made available for download their article, “Automations Are Key to Reducing Law Firm Errors,” published on the LexBlog. The abstract is as follows: Automations can be a great help to any law firm. They can reduce errors, decrease needed effort, and even manage workflows. Yet, most offices don’t automate as effectively as … Continue reading LexBlog: Automations Are Key to Reducing Law Firm Errors (December 15, 2022)
Matthew Peters and Cody Shultz (Guidepost Solutions LLC): Why Family Offices Turn to Embedded Security Managers for Security, Safety, and Peace of Mind (December 13, 2022)
Matthew Peters and Cody Shultz, of Guidepost Solutions LLC, have made available for download their article, “Why Family Offices Turn to Embedded Security Managers for Security, Safety, and Peace of Mind,” published in JDSUPRA. The abstract is as follows: A recent Forbes article details the significant growth of family offices worldwide, particularly in North America. … Continue reading Matthew Peters and Cody Shultz (Guidepost Solutions LLC): Why Family Offices Turn to Embedded Security Managers for Security, Safety, and Peace of Mind (December 13, 2022)
Building a Successful Practice: Business Development From the Perspective of The Estate Planning Lawyer
By Stuart C. Bear and Ryan M. Prochaska Just thinking about implementing and funding a marketing plan to build your estate planning practice can be not only daunting but expensive. Complex marketing schemes, however, are not the only way to develop a practice and can miss the core of what clients and peers find most … Continue reading Building a Successful Practice: Business Development From the Perspective of The Estate Planning Lawyer
Attorney at Work: Moving a Client from ‘Satisfied’ to ‘Loyal’ (November 22, 2022)
Sally J. Schmidt, in her Attorney at Work article, discusses the profitability of creating loyal clients. Her article, “Moving a Client from ‘Satisfied’ to ‘Loyal'”, begins as follows: Recently, Delta Air Lines quietly announced a change to the boarding process. In the past, someone with Diamond status (125,000 annual miles plus a minimum spend on flights the … Continue reading Attorney at Work: Moving a Client from ‘Satisfied’ to ‘Loyal’ (November 22, 2022)
LexBlog: Electronic Lawyer Signatures: Tips & Uses (November 21, 2022)
M.E. Hammond has made available for download their article, “Electronic Lawyer Signatures: Tips & Uses”, published on the LexBlog. The abstract is as follows: Practicing law requires legally binding signatures—whether it be for a standard contract, a real estate closing contract, or a routine will. However, tracking down documentation and following up with clients for … Continue reading LexBlog: Electronic Lawyer Signatures: Tips & Uses (November 21, 2022)
HBR Hotlist (August 29, 2022): Managing Up When Leadership Is Stuck in the Weeds, How Much Should New Hires Focus on Building Peer Relationships?, Don’t Let Hierarchy Stifle Innovation, and More
Managing Up When Leadership Is Stuck in the Weeds by Ian Gross and Samir Ranavat How to reset the conversation and start getting things done. ONBOARDING How Much Should New Hires Focus on Building Peer Relationships? by Le Zhou and Elizabeth M. Campbell It’s an important component of effective onboarding—but too much can backfire. INNOVATION Don’t Let … Continue reading HBR Hotlist (August 29, 2022): Managing Up When Leadership Is Stuck in the Weeds, How Much Should New Hires Focus on Building Peer Relationships?, Don’t Let Hierarchy Stifle Innovation, and More
Attorney at Work: Accepting Crypto Payments for Legal Services (July 5, 2022)
Todd Carney, in his Attorney at Work article, discusses the possibility of law firms accepting crypto payment. His article, “Accepting Crypto Payments for Legal Services”, begins as follows: Over the past few years, many law firms have started cryptocurrency practice groups. But are these law firms accepting crypto as payment? Some are. The acceptance makes sense because, … Continue reading Attorney at Work: Accepting Crypto Payments for Legal Services (July 5, 2022)
Kitces: How To Take More Vacation: An Advisor’s Guide To Balancing Work And Time Off (June 27, 2022)
Kitces has made available for download their article, “How To Take More Vacation: An Advisor’s Guide To Balancing Work And Time Off”, published on Kitces. The Executive Summary is as follows: Taking time away from the office can have many benefits for advisors, from the personal (e.g., spending time with family and exploring new places) … Continue reading Kitces: How To Take More Vacation: An Advisor’s Guide To Balancing Work And Time Off (June 27, 2022)
Ray Dalio: The Changing World Order Country Power Index (2022)
Ray Dalio has published an article, "The Changing World Order Country Power Index", which discusses the strengths and weaknesses of several countries' decision making systems. The abstract is as follows: As a global macro-investor for over 50 years, I’ve spent a lot of time studying what makes countries healthy and unhealthy, and observing how the … Continue reading Ray Dalio: The Changing World Order Country Power Index (2022)
Wealth Strategies Journal 