Obamacare, Business Planning, Business Management, Other,
By: Jennifer Villier, JD | Business Law Faculty, WealthCounsel Are your small business clients ready for Employer Shared Responsibility? The Affordable Care Act introduced new responsibilities for small business owners...
Success Strategies, Business Management,
By: Christopher J. Berry, JD, VA Accredited, Certified Elder Law Attorney (CELA)In the fall semester of 2013 I taught an elder law class at Thomas Cooley Law School. As part...
Elder Law, Attracting Clients, Success Strategies, Business Management,
In November 2008, WealthCounsel launched its second annual nationwide survey of estate planning attorneys. Developed in 2007 to monitor the challenges facing today’s practitioners and to maintain a pulse on...
Business Management,
Bailey explains incentives that her firm uses to encourage associate attorneys to focus on production, marketing and sales in order to meet the firm’s business objectives. Bailey notes that the...
Business Management, Success Strategies,
Do not design your reports based on information you already track. You will stagnate by selecting objectives that accommodate what you already are doing. Start with your objective and work...
Trusts, Business Management, Client Communications,
Good estate planners recognize the need for properly funded trusts. I often tell clients; a lot of estate planning is “title and beneficiary designations”. However, allowing clients to fund their...
Referrals, Client Relationships, Success Strategies, Business Management,
A great many attorneys make this same mistake: they ignore the substantial revenue that their referral sources provide and are caught off guard when one defects. Have you ever had...
Business Planning, Business Management, 401(k),
By: Frank Selden, Esq.This article is directed to entrepreneurs financing new or existing businesses using their own retirement funds, a funding mechanism called a Roll-Over Business Start-up (ROBS). Opinions about...
Success Strategies, Business Management, Marketing 101, Client Maintenance,
By: Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Tax and Probate LawPhilip J. Kavesh presents the top 10 most common mistakes...
Thought-Leader Series, Webinars, Family, Business Management, Business Succession Planning, Trusts, Buy-Sell Agreements,
Community volunteers often ask attorneys, CPAs, and financial advisors to donate their time and expertise to set up nonprofit organizations. Before you agree to help, ask yourself the following:First, can...