Publications

Tax implications from the U.S. Supreme Court Wayfair decision pertaining to sales/use tax collection requirements for foreign business.

Includes an overview of the most common duties of trustees, the origin of these duties, the most common breaches of those duties, and trust administration costs.

Estate planning for blended families and multiple marriages, including asset titling, beneficiary designations, prenuptial and postnuptial agreements, drafting tips and business considerations.

Overview of specific estate planning and trust techniques for special needs individuals and their families, including special needs trusts.

Best practices for data breach prevention, federal and state laws pertaining to data breaches, and best practices for responding to a data breach.

Reduce your risk for identity theft and data breaches. Protect your identity and data from hackers. Also steps to take if your identity is stolen or compromised.

Real estate tips, including Short-Term Rentals, Dying Malls, ADA, and Mechanic's Lien Law.

Proper way to protect, register, transfer, or sell intellectual property (IP) assets. Includes overview of federal registration regimes, pros/cons of registration, licensing agreements and more.

Nonprofit fundraising tips, including ensuring you are properly exempt, registering with the state attorney general's office, sending donation acknowledgements, having a gift acceptance policy, and knowing the different types of funds.

The MaxProtect Plan uses ordinary tools to produce extraordinary asset protection and tax savings, so it is a must-consider plan for all businesses and those leaving gifts to children and/or grandchildren.

Basics on identity theft - what it is, how it happens, and new or expanded threats. Warning signs of identity theft are also reviewed.

Learn how the 2017 Tax Cuts and Jobs Act affects business planning and business agreements.

Many passwords are too predictable and follow similar patterns. Use leetspeak, unrelated characters and unfamiliar patterns to strengthen passwords.

Learn how to preserve your best investment with a family corporate governance model, using professional management and independent directors.

The U.S. Equal Employment Opportunity Commission (EEOC) issued two technical assistance documents on August 5, 2020, addressing accommodation issues under the Americans with Disabilities Act (ADA) for employees who use opioid medications or may be addicted to opioids.