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Accountants

This Buyer Almost Lost His Dream Condo—Here’s Why…Scaling Without BloatVacations: A Waste of Time, or Time Well Spent? View More…

Advertising

Kickstart Your Business Growth with Effective Local SEOReputation Management Strategies to Build Trust in 2025How AI and Machine Learning Are Reshaping Digital Marketing in 2025 View More…

Attorney

New Wage Requirements for Foreign Workers in Canada: What Employers Must KnowProtecting Your Florida Home with Medicaid Asset Protection Trusts: A Smart Planning StrategyUnitedHealth Faces Another Lawsuit Concerning Misused Forfeited 401(k) Funds View More…

Audit

AI, HR and the Future of Workforce ManagementAttracting the Next Generation of Engineers and Architects: HR Strategies for Talent AcquisitionWho Needs Coaching? Everyone! View More…

Banking

Sub-national Diplomacy: How local governments and institutions attract Foreign Direct Investment (FDI)A Checklist For Lenders (and Borrowers) Preparing For CRE Loan Default - Law360 articleMoney Laundering & Corruption: Realtors' Guide to Spotting Issues View More…

Banking & Finance

This Buyer Almost Lost His Dream Condo—Here’s Why…Student-Centered College Selection: What Makes A Good School? | Ep 11Mid-Year Wake-Up Call: The Truth Behind Your 2025 Progress View More…

Bankruptcy

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationBankruptcy Lawyer Representation for you by a True Bankruptcy Law ExpertThe Business Power Hour with Deb Krier View More…

Benefits / Compensation

HR’s Secret to Driving Retention and Results: Start Acting Like an Internal ConsultantGrow Your People From Within: Internal Development Tactics That Actually WorkStay Interviews: The Retention Tool You’re Probably Not Using—But Should Be View More…

Bookkeeping

Tips for Teaching Your Kids About Finances View More…

Brokerage

Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyAdvice From the Ice #25: Know the Rules of EngagementCrafting An Office Space Vision: Strategizing BeyondThe Tangible View More…

Business Broker

FINANCIAL FOCUS® Investment ideas for business owners View More…

Business Coach

Boost Listings and Build Trust with Real Estate Video MarketingThe Ultimate Guide to Planning Your First Brand Video in South FloridaWhat is Leadership and Why Should We Care? View More…

Business Litigation

US States Can (And Will) Continue To Regulate Artificial Intelligence … for NowHarris Quoted in TechTarget Piece on SAP and Celonis Legal DisputeAvoid Costly Mistakes: Insights from Recent ERP Legal Battles View More…

Business Management

Scaling Without BloatWhy Leading Managers Isn’t the Same as Leading ExecutivesFrom Close to Control View More…

Business Service

503 Error WordPress: How To Fix the Service Unavailable Error (9 Methods)How To Speed Up WordPress Websites: 15 Proven MethodsError 500 WordPress: How To Fix the Internal Server Error (13 Methods) View More…

Business Transactional

Attorneys Jessica L. Villar and Nicole M. Threlkel Promoted to PartnerConsiderations Before Entering Into a PartnershipHow to Avoid Landlord Disputes for Your Commercial Property View More…

Business Valuations

How will you exit your business?FINANCIAL FOCUS® Investment ideas for business ownersWhat Is Equity in Business Terms – Company Equity Sharing View More…

Commercial

Planning a New Office Lease This Year? Here Are Some Tips for Timing the DealTrust is the Coin of the Realm (March 2025)How to Tick Off Your Lender (February 2025) View More…

Commercial / Personal

United States District Court for the District of Massachusetts finds coverage for water loss resulting from roof drain system, holding that policy itself creates ambiguity over the meaning of "drain"Massachusetts Appeals Court gives sensible interpretation of contractual interest statuteAdvice for people who are facing property losses in the Los Angeles fires: Hire a public adjuster View More…

Commercial Real Estate

Free Contract Playbooks & ChecklistsMunicipal Transfer Inspection Requirements: The Good, The Bad, And The UglyAdvice From The Ice #27: We Play to WIN the Game View More…

Communication

Boost Listings and Build Trust with Real Estate Video MarketingThe Ultimate Guide to Planning Your First Brand Video in South FloridaHow Service Businesses Can Stand Out with Professional Video View More…

Consulting

Is it time to break up with your broker dealer?Discussing Religion, Politics or Gender in the WorkplaceNew Year’s Resolutions for a Stronger Business View More…

Consulting

5 Ways to Stay Calm in Uncertain TimesBoost Listings and Build Trust with Real Estate Video MarketingBeat the Windows 10 EOL Crunch: Join Our Webinar on 0% Financing Desktops and Laptops View More…

Corporate & Personal Training

Fostering a Civil WorkplaceThe Pain, Paradox and Power of BiasPodcast - Interview with Dina Braverman View More…

Criminal

5 Tips for Maximizing the Effectiveness of a PI During Forensic InvestigationsUnderstanding the Difference Between Professional License Suspension and License Revocation Hiring a PI to Monitor a Stalking or Harassment Situation View More…

Data Research

Is Your Website ADA-Compliant or Just Overlayed?Middleware Integration: The Key to Scalable Analytics and AutomationThe Escalating Costs of Ignoring a Data Strategy: Why Successful Companies Invest in Analytics Early and Often View More…

Debt / Equity Placement

Tired of Being a Landlord? Seller Financing Could Be Your Solution.Private Mortgage Notes and Note InvestingDefaults and Note Investing – The “Big D” View More…

Developer

Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyRetail is alive and thrivingBricks and Mortar Is Alive View More…

Education

273: A Mother’s Day Reflection: Making Space for Joy After Loss272: Pooled Trusts 101: What Every Special Needs Family Should Know271: More Than A Babysitter: Redefining Support for Families with Special Needs | Susan Asay, CEO & Founder of Apex Social Global Exchange Foundation View More…

Elder Care

Protecting Your Florida Home with Medicaid Asset Protection Trusts: A Smart Planning StrategyTrust Restatement in Florida: A Complete Guide60 Day Nursing Home Transition to ALF or Home Care Medicaid in Florida View More…

Elder Care

Finding the Best Organizer for Your NeedsSmall Space Living: Practical Organizing HacksWhat Trust Officers Do in Managing Estates View More…

Employee Benefits

UnitedHealth Faces Another Lawsuit Concerning Misused Forfeited 401(k) FundsSignificant 2025 ERISA Decisions for Benefits AttorneysHow Employers Are Using Office Amenities to Attract Onsite Employees View More…

Employee Benefits

Defined Contribution Plan Insight View More…

Entertainment

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationNew SAG-AFTRA Deal Has Hidden Cost for AgentsNetflix Closes Deal with SAG-AFTRA View More…

Environmental

Unleashing AB 2216: Will Fido Have a Leg Up on Landlords?FinCEN Proposes New Rule to Deter Money Laundering in the Residential Real Estate Sector2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Equity Sponsor / Mezzanine Lender

Please join us for an Edward Jones and John Hancock event titled "My Brain Made Me Do It" View More…

Estate Planning

Does a Guardianship Override a Power of Attorney in California?Executor of a Will Duties: An OverviewDoes a New Will Override an Old Will in California? View More…

Family Business

Let's Get MarriedRetail is alive and thrivingHow To Break Your Money Silence View More…

Family Law

How to Choose the Right Family Law Attorney for Your NeedsProfessional Spotlight: How Tracy Moore-Grant Is Changing Divorce with Amicable Divorce NetworkTop 10 Smart Divorce Decisions That Lead to a Better Future View More…

Financial Advisor / Wealth Management

The DeficitThe 5 Levels of Financial Health: Where Is Your Business Today—and What’s Next?How to Find the Right Financial Advisor View More…

Financial Services

This Buyer Almost Lost His Dream Condo—Here’s Why…Kathleen Burns Kingsbury to Speak on Women & Money Psychology at State of the Woman 2025Building Resilience: The Attorney's Secret Weapon for Lasting Confidence View More…

Franchising & Licensing

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Healthcare

Setting Up a Safe and Comfortable Bedroom for Seniors Receiving In-Home Senior CareCreative Solutions for Keeping Seniors with Limited Mobility Active and EngagedThe Benefits of Companionship in Senior Care View More…

Human Resource Services

New Federal Law Brings Key Benefits Changes for Employers🧓 10 Tips for Baby Boomer Retirement SuccessThe Secret Behind Attracting Top Talent in Your Business View More…

Human Resources

New Federal Law Brings Key Benefits Changes for EmployersGroup Health Plan Changes in the One Big Beautiful BillIndependence Means Options — Even in Your Benefits View More…

Immigration

New Wage Requirements for Foreign Workers in Canada: What Employers Must KnowA Guide to Building Your Legacy Through ImmigrationEpisode 91: How Immigration Is Reshaping Canadian Real Estate with Andrew Carros View More…

Import / Export / International

Cargo Insurance: Answers To Your Top 5?’s3 Signs That it’s Time to Switch Freight Forwarders View More…

Insurance

Webinar Alert: Partner Spotlight: InsperityUnited States District Court for the District of Massachusetts finds coverage for water loss resulting from roof drain system, holding that policy itself creates ambiguity over the meaning of "drain"International Health Insurance for Expats View More…

Intellectual Property

Lunch & Learn: The One, Big, Beautiful BillAI, Copyright, and What Creators Need to Know After Meta Wins on Fair UseJoey Chestnut to Return to Nathan’s Hot Dog Eating Contest July Fourth View More…

International

All Roads Lead to Rome at the USPTOThe Court Can Wait; The Patent Office CannotCall It Out When You Think the Examiner Has Overlooked Prior Art View More…

International Banking

Sub-national Diplomacy: How local governments and institutions attract Foreign Direct Investment (FDI) View More…

Investment Mgmt.

The Deficit#20: The Case for the IUL: Increasing the equity allocation of your portfolio while reducing taxation and volatilityThe 5 Levels of Financial Health: Where Is Your Business Today—and What’s Next? View More…

Investment/Portfolio Management

What Being an Inc. Best Workplace Says About Our CultureWhy Staying Invested Matters—Even in Volatile MarketsUnderstanding Washington’s 2025 Estate and Capital Gains Tax Increases View More…

IT - Computer / Forensic

Beat the Windows 10 EOL Crunch: Join Our Webinar on 0% Financing Desktops and LaptopsNavigating the Digital Shift: Crucial Steps for Maintaining HIPAA Compliance in Your Healthcare VentureUnlocking IT Freedom: How American Enterprises Can Celebrate Independence Day 2025 View More…

Labor / Employment

How Employers Are Using Office Amenities to Attract Onsite Employees5 Mid-Year Reminders About Termination CompliancePeople Analytics: A Strategic Shift for Modern HR View More…

Law firm Marketing & Management

Dayparting TV and Radio Buys for Maximum ImpactHow Changing Media Habits Impact Legal AdvertisingGenerate Qualified Leads Not Just Clicks View More…

Legal Malpractice

DC District Court Dismisses SOX Whistleblower Retaliation Claim Where Plaintiff Was Employed Abroad And His Employment Contract Was Not Governed By U.S. LawWashington Federal Court Refuses to Dismiss SOX Whistleblower Claim Despite Plaintiff Working AbroadFormer Executive Secures $34.5 Million Settlement in Whistleblower Retaliation Case View More…

Life & Disability

Liquidity Risk in the Life Insurance Industry[2023]What Is The Best Long Term Care Insurance?What’s “Dead Peasant” Insurance? [Updated for 2023] View More…

Litigation Support

Who Stole My Cheese and How Do I Get it Back After the Mice Eat It? View More…

Litigation Support

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Management

Unlocking Data on the Plant Floor: Why It’s Still So Hard and Why It MattersWhy Hustling Harder Isn’t the Answer and What to Do InsteadFrom Desperation to Determination: Reflecting on 16 Years of Growth View More…

Marketing

Mid-Year Marketing Check-In: Is Your 2025 Strategy Working? Instagram Joins the Open Web — It's a Game Changer for Small Business SEOI Said Yes. View More…

Marketing/Communication/Branding

I Said Yes.Google’s June 30th, 3 Week Core Update: Where did your traffic go?Three Hot Tips View More…

Mediation

How to Choose the Right Family Law Attorney for Your NeedsProfessional Spotlight: How Tracy Moore-Grant Is Changing Divorce with Amicable Divorce NetworkTop 10 Smart Divorce Decisions That Lead to a Better Future View More…

Mergers & Acquisitions

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation10 Red flags when buying a businessM&A Due Diligence: Complete Guide and Checklist View More…

Mergers & Acquisitions

Fairness Opinions: A Brief Primer View More…

Mergers & Acquisitions

Failed Capital Raise – A Cautionary TaleACG National Panel—Trends in Tech M&A DealmakingM&A in 2021 – What’s Ahead? Five Things Business Owners Need to Consider if Preparing to Sell View More…

Mortgage / Real Estate Financing

Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyWhat's NewAdvice From the Ice™ #24: Make Friends, Not Enemies View More…

Nonprofit

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationFinal Estimated Tax Payment for 2022 Due January 17, 2023Unless You are the Sole Shareholder of a Corporation, You Need a Shareholders’ Agreement View More…

Nonprofit

Marcum - BNY Mellon Wealth Management Nonprofit “Lunch & Learn” Series - “HINDSIGHT IS SO 2020”: WHAT LIES AHEAD INSTEAD?Getting More Done With Less – The Productivity List View More…

Personal Injury / Malpractice

3 Things Every Rider Should Know About Washington’s Motorcycle Laws   Washington Motorcycle Insurance: What 25/50/10 Liability Coverage Really Means for You   The Top 5 Causes of Motorcycle Accidents in Washington—and How to Avoid Them   View More…

Privacy & Data Security

HB1127 Explained: North Dakota's New InfoSec Requirements for Financial CorporationsThe Potential For One Long Moratorium on AI RegulationCCPA Compliance Reminder: Annual Update Requirement for Online Privacy Policies View More…

Private Banking

How To Break Your Money SilenceHow To Have No Regrets When Selling Your Business View More…

Private Equity / Buyer

How will you exit your business? View More…

Property Management

The Safegard University Podcast - Property Claims with Lee EpsteinRetail is alive and thrivingBricks and Mortar Is Alive View More…

ProVisors Member Thought Leadership

Kathleen Burns Kingsbury to Speak on Women & Money Psychology at State of the Woman 2025Elevating Your Digital Presence with Community SEO10 Lessons I’ve Learned in 10 Years of Running a Small Business View More…

Public Relations

Why CEOs Can’t Afford to Be Silent in a CrisisCrisis-Proof Your Brand Before It’s Too Late9 MarTech Tools That Make Life Easier for B2B Marketers View More…

Real Estate Investment

This Buyer Almost Lost His Dream Condo—Here’s Why…The Ultimate Guide to Buying a Home in San Diego (2025)Vacations: A Waste of Time, or Time Well Spent? View More…

Real Estate Litigation

Unleashing AB 2216: Will Fido Have a Leg Up on Landlords?FinCEN Proposes New Rule to Deter Money Laundering in the Residential Real Estate Sector2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Real Estate Transactional

California’s Real Estate Landscape Shifts with New Laws on July 1, 2025Municipal Transfer Inspection Requirements: The Good, The Bad, And The UglyAdvice From The Ice #27: We Play to WIN the Game View More…

Receiver

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline Investigation View More…

Residential Real Estate

This Buyer Almost Lost His Dream Condo—Here’s Why…The Ultimate Guide to Buying a Home in San Diego (2025)Vacations: A Waste of Time, or Time Well Spent? View More…

Securities

2nd Circuit Court of Appeals Refers Attorney Who Cited Nonexistent Case Provided by ChatGPT for Discipline InvestigationWords Matter: Three Key Steps to Mitigate SEC Enforcement Risks Relating to Whistleblower Carveout LanguageSEC Issues Largest Whistleblower Bounty Award Ever To One Individual View More…

Security / Investigation

Privacy in the Loop: Why Human Training Is AI’s Greatest Weakness and StrengthAI & Privacy: The Governance Blind Spots You Can’t Afford to IgnoreWhere Strategy Meets Reality in AI Governance View More…

Strategic Business Planning

How will you exit your business?The Pros & Cons of ESOPs: Weighing Your OptionsTax Reform & ESOPs View More…

Taxation

How an S-Corp May Reduce Your TaxesImproper handling of Incoterms and landed cost accountingWhy Hire an Investment Bank? View More…

Taxation

Why Hire an Investment Bank?Tax Consequences of Casualty LossesThe Rainier Group is Now Coldstream Capital Partners! View More…

Technology

1 in 5 U.S. Law Firms Targeted by Cyberattacks, with Alarming Exposure RatesBeat the Windows 10 EOL Crunch: Join Our Webinar on 0% Financing Desktops and LaptopsCleaning Up Legacy SCCM Windows Update Settings with Intune Remediations View More…

Transportation / Logistics

Proactive Approach to Navigating Transportation Woes View More…

Webinars

How can Social Impact Companies Survive Today's Headwinds?Cybersecurity, Insurance Coverage + PrivacyHow to Raise Your Firm’s Profile and Develop Business View More…

ProVisors Member Thought Leadership

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