Karen C. Burke: Sorting Out Partner Payments (September 3, 2021)

Karen C. Burke, of the University of Florida Levin College of Law, has made available for download her article, “Sorting Out Partner Payments”, published in the University of Florida Levin College of Law Research Paper, No. 22-12. The abstract is as follows: Congress enacted section 707 in 1954 to address the tax treatment of payments by … Continue reading Karen C. Burke: Sorting Out Partner Payments (September 3, 2021)

Investment News: New ways to communicate are complicating compliance (March 10, 2022)

Robert Cruz, of Investment News, has made available for download his article "New ways to communicate are complicating compliance", published on Investment News. The abstract is as follows: When the pandemic shuttered offices around the world, forcing everyone to work from home, some organizations transitioned with few problems. And while others adjusted more slowly, most … Continue reading Investment News: New ways to communicate are complicating compliance (March 10, 2022)

LexBlog: Online Client Intake: The Ultimate Guide for Attorneys (March 15, 2022)

Nichole Naoum has made available for download her article, “Online Client Intake: The Ultimate Guide for Attorneys”, published on the LexBlog. The abstract is as follows: Lawyers are on the front lines of all legal matters—resolving disputes, making court appearances, and juggling demands of the justice system.With looming deadlines and other work-related pressures, it’s easy … Continue reading LexBlog: Online Client Intake: The Ultimate Guide for Attorneys (March 15, 2022)

Attorney at Work: Practice Area Switcharoo: Become An Expert in Anything (March 14, 2022)

Theda C. Snyder, in her Attorney at Work article, discusses seven steps to successfully switch your practice area. Her article, “Practice Area Switcharoo: Become An Expert in Anything”, begins as follows: Are you happy in your practice area? Maybe you’ve read posts about fast-growing practice areas that would be more to your liking. Seven Steps to Switch Your … Continue reading Attorney at Work: Practice Area Switcharoo: Become An Expert in Anything (March 14, 2022)

Kitces: The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Prospects And Clients (February 9, 2022)

Kitces has made available for download their article, “The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Prospects And Clients”, published on Kitces. The Executive Summary is as follows: Asking good questions is an essential tool for financial advisors. From building rapport with prospects, to gathering information needed to create a plan, and … Continue reading Kitces: The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Prospects And Clients (February 9, 2022)

HBR Hotlist (January 31, 2022): Design an Office that People Want to Come Back To; The Four Pillars of Successful Digital Transformations; When a Major Life Change Upends Your Sense of Self; and More

Design an Office that People Want to Come Back to by Andrea Vanecko, Jonathan Ward, Robert Mankin How one company redesigned its headquarters during the pandemic to meet its employees’ evolving needs. DIGITAL TRANSFORMATION The 4 Pillars of Successful Digital Transformations by Nathan Furr, Andrew Shipilov, Didier Rouillard, Antoine Hemon-Laurens A framework to help leaders decide where to invest. PERSONAL … Continue reading HBR Hotlist (January 31, 2022): Design an Office that People Want to Come Back To; The Four Pillars of Successful Digital Transformations; When a Major Life Change Upends Your Sense of Self; and More

NTA Blog: Hello, Is Anyone There? Taxpayers and Practitioners Continue to Experience Frustration Over Lack of Adequate Phone Service (February 1, 2022)

The National Taxpayer Advocate has made available for download their article, “Hello, Is Anyone There? Taxpayers and Practitioners Continue to Experience Frustration Over Lack of Adequate Phone Service”, published on The National Taxpayer Blog. The abstract is as follows: IRS phone service was inadequate prior to the pandemic and spiraled from there, with calls reaching … Continue reading NTA Blog: Hello, Is Anyone There? Taxpayers and Practitioners Continue to Experience Frustration Over Lack of Adequate Phone Service (February 1, 2022)

HBR Hotlist (December 6, 2021): The Omicron Variant: How Companies Should Respond; How to Reach Out to a Recruiter; Remote Work Should Be (Mostly) Asynchronous; and More

The Omicron Variant: How Companies Should Respond by Jeff Levin-Scherz and Patricia Toro Guidelines to help leaders make decisions — even when we don’t have all the information. JOB SEARCH How to Reach Out to a Recruiter by Marlo Lyons You don’t need to wait for them to come to you. VIRTUAL TEAMS Remote Work … Continue reading HBR Hotlist (December 6, 2021): The Omicron Variant: How Companies Should Respond; How to Reach Out to a Recruiter; Remote Work Should Be (Mostly) Asynchronous; and More

Abby Garber, Denise Mudigere, and Kate Minnich (Holland & Knight): Maintaining Privilege with Non-Lawyer Experts Under Kovel (December 2021)

Abby Garber, Denise Mudigere, and Kate Minnich, of Holland & Knight LLP, have made available for download their article, “Maintaining Privilege with Non-Lawyer Experts Under Kovel” published in the Dallas Bar Association's publication, Headnotes. The article begins as follows: The backbone of most tax litigation is the preservation of attorney-client privilege and other protections. The … Continue reading Abby Garber, Denise Mudigere, and Kate Minnich (Holland & Knight): Maintaining Privilege with Non-Lawyer Experts Under Kovel (December 2021)

Forbes: Statutory Authority for Charging Order Against Professional Association Addressed in Berns Custom Homes (September 20, 2021)

Forbes has published an article, “Statutory Authority for Charging Order Against Professional Association Addressed in Berns Custom Homes”, which discusses charging orders with regards to professional organizations. The article begins as follows: Attorney Richard G. Johnson got into a squabble with Berns Custom Homes, Inc., over some renovations to Johnson's home. The matter went to … Continue reading Forbes: Statutory Authority for Charging Order Against Professional Association Addressed in Berns Custom Homes (September 20, 2021)

LexBlog: Selling a Law Practice: 8 Things to Know (September 7, 2021)

LexBlog has made available for download their article, “Selling a Law Practice: 8 Things to Know”, published on the LexBlog. The abstract is as follows: As a law firm owner, you may consider selling a law practice for many reasons. And there’s a lot to consider to properly put a value on a business that … Continue reading LexBlog: Selling a Law Practice: 8 Things to Know (September 7, 2021)

Lauren Rogal: Executive Compensation in the Charitable Sector: Beyond the Tax Cuts and Jobs Act (2019)

Lauren Rogal, of Vanderbilt University Law School, has made available for download her article, “Executive Compensation in the Charitable Sector: Beyond the Tax Cuts and Jobs Act”, published in Vanderbilt Law School's Faculty Publications. The abstract is as follows: This Article examines charity executive compensation in light of the reforms enacted by the Tax Cuts … Continue reading Lauren Rogal: Executive Compensation in the Charitable Sector: Beyond the Tax Cuts and Jobs Act (2019)

Ashish Rana (LexBlog): 8 Tax-Saving Strategies Suggested by Experts for SMBs (July 21, 2021)

Ashish Rana, Senior Manager in the Accounting and Taxation Department at Cogneesol Inc., has made available for download his article, “8 Tax-Saving Strategies Suggested by Experts for SMBs”, published on the LexBlog. The abstract is as follows: Running a small business has an expense of its own. For an entrepreneur, every dime counts! For a small business owner, investing … Continue reading Ashish Rana (LexBlog): 8 Tax-Saving Strategies Suggested by Experts for SMBs (July 21, 2021)

Wayne Pollock (LexBlog): New Jersey Supreme Court warns lawyers about their “Super Lawyers” and “Best Lawyers” advertising (July 16, 2021)

Wayne Pollock, founder of CoPo Strategies, has made available for download his article, “New Jersey Supreme Court warns lawyers about their “Super Lawyers” and “Best Lawyers” advertising”, published on the LexBlog. The abstract is as follows: There’s a lot to love about New Jersey. Its fantastic produce. Its plentiful scenic lakes, mountains, state parks, and … Continue reading Wayne Pollock (LexBlog): New Jersey Supreme Court warns lawyers about their “Super Lawyers” and “Best Lawyers” advertising (July 16, 2021)

Carissa Tham (LexBlog): How to Become a Virtual Lawyer (July 13, 2021)

Carissa Tham, a content strategist at a legal-based technology firm, has made available for download her article, “How to Become a Virtual Lawyer”, published on the LexBlog. The abstract is as follows: In recent years, lawyers are increasingly benefiting from the flexibility of remote work. As mindsets towards traditional brick-and-mortar legal offices evolve, being a virtual … Continue reading Carissa Tham (LexBlog): How to Become a Virtual Lawyer (July 13, 2021)

HBR Hotlist (July 12, 2021): When to Take On Tasks That Are Outside of Your Job Description; Reasons In-Person Work Makes Your Life Easier; A Bigger Office Isn’t Always Better; and More

Writing Can Help Us Heal from Trauma by Deborah Siegel-Acevedo Three prompts to get started. MANAGING PEOPLE Help Your Employees Who Are Anxious About Returning to the Office by Amy Gallo Seven do’s and don’ts for managers. PSYCHOLOGY Why You’re So Anxious About Going Back to the Office by Alice Boyes And how to make … Continue reading HBR Hotlist (July 12, 2021): When to Take On Tasks That Are Outside of Your Job Description; Reasons In-Person Work Makes Your Life Easier; A Bigger Office Isn’t Always Better; and More

HBR Hotlist (June 28, 2021): Phrases to Avoid in Difficult Conversations; The Dangers of a Nice Company Culture; Root Causes of Why You’re So Busy; and More

Words and Phrases to Avoid in a Difficult Conversation by James R. Detert “It’s not personal” usually means it is. MANAGING YOURSELF Time Management Won’t Save You by Dane Jensen Focus on the root causes of why you’re so busy — not trying to schedule your way out of it. LEADERSHIP & MANAGING PEOPLE 4 … Continue reading HBR Hotlist (June 28, 2021): Phrases to Avoid in Difficult Conversations; The Dangers of a Nice Company Culture; Root Causes of Why You’re So Busy; and More

Kitces Report: Client Checklist On Document Retention: What To Keep And What To Shred

Michael Lecours has made available for download his article, "Client Checklist On Document Retention: What To Keep And What To Shred", published in Kitces Report. The Executive Summary is as follows: Despite the ongoing shift to an increasingly digital world of automatic electronic verification of everything from transactions to identity, the reality is that today, … Continue reading Kitces Report: Client Checklist On Document Retention: What To Keep And What To Shred

Bloomberg Tax: PwC Restructures for Future of Bots, Post-Covid Advisory Boom (June 16, 2021)

Bloomberg Tax outlines the details of PwC's decision to combine their tax prep and audit services, as well as discussing the implications of this shift for accounting firms in general. The article begins as follows: Big Four accounting firm PwC LLP’s announcement that it will package its tax prep and audit services together under a … Continue reading Bloomberg Tax: PwC Restructures for Future of Bots, Post-Covid Advisory Boom (June 16, 2021)

Lisa Dimyadi: The Highest-growth Legal Practice Areas in 2021 and Beyond (June 15, 2021)

Lisa Dimyadi has made available for download her article, "The Highest-growth Legal Practice Areas in 2021 and Beyond", published on the LexBlog. The abstract is as follows: Thanks to the fluctuating demand for legal services throughout the pandemic and subsequent recession, many areas of law experienced shifts in their growth trajectories. This sudden change jumpstarted many new … Continue reading Lisa Dimyadi: The Highest-growth Legal Practice Areas in 2021 and Beyond (June 15, 2021)