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Accountants

Common Accounting Mistakes Businesses Should AvoidOperationalizing Culture: How to Turn Ideas into Actionable ProcessesCool Tech Tools: ChatGPT View More…

Advertising

Ali Pourvasei, of LAD Solutions, was Recently Featured on WebsiteRating.com to Share His Insights on Generative AI ToolsThe Risks of Hiring an Inexperienced or Unprofessional SEO CompanyHello world! View More…

Attorney

IRS Issues FAQs Concerning Reimbursement of Nutrition, Wellness, and General Health Expenses by FSAs, HSAs, or HRAsMediation: Misinterpretations in MediaRecent State and Federal Scrutiny Presents Unique Opportunity for Plan Sponsor PBM Agreement Negotiation View More…

Audit

Operationalizing Culture: How to Turn Ideas into Actionable ProcessesEnhancing Compensation Strategy for Talent Acquisition and RetentionStrengthening Organizational Culture and HR Operations for Seamless Transition and Growth View More…

Banking

Crisis Communications: Reputation & the Effects of Financial InvestigationsHow to get a loan to buy a businessSami Azhari published in Law360 Regarding Upcoming Supreme Court Oral Argument View More…

Banking & Finance

Sequence of Returns: Why it Matters in RetirementWebinar Recording: Financial Health for Women: What Does Financial Security Look Like?Do I Need to Worry About Estate Taxes? View More…

Bankruptcy

Bankruptcy Lawyer Representation for you by a True Bankruptcy Law ExpertThe Business Power Hour with Deb KrierManaging Business Debt on PROFIT with a Plan View More…

Brokerage

“Covid was the greatest stress-test ever for retail,”FOMAM: Fear Of Making A MistakeChairman Powell + Kith View More…

Business Broker

FINANCIAL FOCUS® Investment ideas for business owners View More…

Business Coach

Everything You Want to Know About Franchising But Were Afraid to Ask | Laura Liss | Show 118EP207 Scroll-Stopping Marketing - Tyler HorsleyHow to Handle Your Finances After Divorce | Beth Krazewski | Show 117 View More…

Business Litigation

Illinois Legislature Passes Bill Requiring Disclosure of Pay Scales in Job PostingsIllinois Legislature Advances Proposed Amendment to Right to Privacy in the Workplace ActDigital Transformation - The Statistics Are Not on Your Side View More…

Business Management

Small Business Grants for Women: The Best of the BestTop Loans and Grants to Buy a Bookkeeping FranchiseThe Benefits of Opening a Bookkeeping Franchise in 2021 View More…

Business Service

How to know when is the right time to let go of a clientThe Washington MHMD law could have a big impact on your organizationHow to make a bigger impact as a service provider View More…

Business Transactional

Estate Planning Tips for SinglesDivorce Mediation: An Alternative to Litigation in Dissolution of Marriage CasesWhat To Do When You Have a Deceased Adversary? View More…

Business Valuations

FINANCIAL FOCUS® Investment ideas for business ownersWhat Is Equity in Business Terms – Company Equity SharingThree Crucial Questions To Help You Assess and Improve Your Business Resilience View More…

Commercial

Business Processes – the Key to Consistent Results (May 2023)Non-banking Lessons From Silicon Valley Bank (April 2023)Tips On Keeping Your Lender(s) Happy (March 2023) View More…

Commercial / Personal

JDSupra discusses the effect on insurance claims of the tort reform measures that just became law in FloridaWhat ChatGPT says about exclusions in insurance policies, and why I'm not worried the app will put me out of a job any time soonSJC holds that under plain language of pollution policy there is no coverage for costs incurred to prevent business interruption after pollution event View More…

Commercial Real Estate

“Covid was the greatest stress-test ever for retail,”FOMAM: Fear Of Making A MistakeChairman Powell + Kith View More…

Communication

How to stop fighting over moneyWhy EQ Matters More Than IQHow to Raise Your Firm’s Profile and Develop Business View More…

Consulting

Ep188 Planning the Exit Before you Purchase with Dan AbbateLet's TAWK Leadership with Karen Colligan NYC7 and Tom Principe NYC3Everything You Want to Know About Franchising But Were Afraid to Ask | Laura Liss | Show 118 View More…

Consulting

Common Accounting Mistakes Businesses Should AvoidCool Tech Tools: ChatGPTTax-Saving Tips for Business Owners: Navigating 2023 Tax Implications View More…

Corporate & Personal Training

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

Criminal

The Role of a Private Investigator in Personal Injury ClaimsTop 10 Tips for Hiring a Private Investigator for Your CaseBoard of Registered Nursing Accusation Defense View More…

Data Research

Unleashing the Power of ChatGPT: Opportunities with Large Language ModelsGovernance, Risk, and Compliance: Information Security control "must haves" for your businessUsing AWS Amplify and Cognito for Authentication 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

Retail is alive and thrivingBricks and Mortar Is AliveYear-End Reminders for Commercial Real Estate View More…

Education

Celebrating Pride Month and Advocating for the Transgender CommunityGrit: Honoring the Legacies of Rick Hoyt and ElizabethMaximizing Resources for a Stable and Independent Future View More…

Elder Care

3 Vital Considerations When Looking for a Nursing Home for Seniors With Special NeedsSpecial Needs Trust Allowable DisbursementsAvoiding Medicaid Estate Recovery: 3 Ways to Save Your Assets From the State View More…

Elder Care

Ways Decluttering and Organizing Can Benefit Those with ADHDMoving Day Checklist for Seniors Need Help Selling Your House Due To Job Relocation? View More…

Employee Benefits

Defined Contribution Plan Insight View More…

Employee Benefits

IRS Issues FAQs Concerning Reimbursement of Nutrition, Wellness, and General Health Expenses by FSAs, HSAs, or HRAsRecent State and Federal Scrutiny Presents Unique Opportunity for Plan Sponsor PBM Agreement NegotiationPresident Biden Vetoes H.J. Res 30 Disapproving of DOL Final Rule View More…

Entertainment

Netflix Closes Deal with SAG-AFTRANetflix Must Pay Writers Residuals of $42 millionNo Slam Dunk for Broadcasters as Streamers Bid for Live Sports View More…

Environmental

Restrictive Covenants in Real Estate: Next Antitrust Enforcement Target?Environmental Law Explained: Member Jennifer Novak discusses current legislative and regulatory trends to regulate microplasticsGovernor Abbott of Texas Issues New Order 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

Make the Most Out of Your Time With Your Loved OnesMy Dad Died, Now What?What Are the Elder Care Financial Service Options in California? View More…

Family Business

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

Family Law

What Are Your Spousal Support Options In a Divorce in California?Meet Our New Partner: Caroline Kelley of Cute with Kids4 Tips for Communicating with your Spouse During Divorce View More…

Financial Advisor / Wealth Management

Sequence of Returns: Why it Matters in RetirementDo I Need to Worry About Estate Taxes?How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough View More…

Financial Services

The “UnSECURE” Act 2.0 for Those Focused on Wealth TransferFINANCIAL FOCUS® Investment ideas for business ownersIs The Backdoor Roth IRA Contribution Right For You? 2023 Edition View More…

Healthcare

Gig Workers Get New Protections in WashingtonNavigating Dual Purpose Communications After SCOTUS (Almost) Weighs in on Attorney-Client Privilege: 5 Practical Tips for Healthcare AttorneysAre You Ready for 2023? Here's a Quick Checklist to Reduce Legal Risks in the New Year View More…

Human Resource Services

Trend Spotter: Employers Are Prioritizing Holistic Well-Being3 Reasons Abraham Lincoln Would Be Great at Finding My CEOMake Your Executive Search Investment A Reality View More…

Human Resources

Unlocking compensation benchmarking: Getting started for successQ&A: Can we use comp time with our employees?7 secrets to managing Gen Z in a remote workplace View More…

Immigration

Ready, Set, Go! How Employers Should Prepare for the H-1B Cap LotteryAttorney Evelyn Hahn to Present at KCAB International’s Legal Webinar for Korean & U.S. Corporations Doing Business OverseasImmigration News: USCIS Delays Furloughs Until November 2020 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

Cautionary Tales of D&O Bump-Up ExclusionsInsurance Sidebar :: Stowers Power —  Advanced Strategies For SettlementInsurance Webinar Series: Insurance Applications: Best Practices and the Consequences of Missteps View More…

Intellectual Property

Blueshift IP Releases White Paper “How AI Is Automating the Inventive Process and Its Impact on the Patent System”Robert Plotkin quoted in Managing IP, “Generative AI Prompts Associate Training Questions”Robert Plotkin, Guest Appearance on “BE THAT LAWYER” Podcast Discusses the Future of Practicing the Law in an Automated World View More…

International

Aftermath of Ironburg – Practice Pitfalls and PointersHuman vs AI Analysis of USPTO Updates – How Does Bard Fare?Rulemaking at the US Patent Office: Does Director Guidance On Discretionary Denials of Review Require Opportunity for Public Comment? View More…

Investment Mgmt.

Sequence of Returns: Why it Matters in RetirementDo I Need to Worry About Estate Taxes?How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough View More…

Investment/Portfolio Management

Sequence of Returns: Why it Matters in RetirementDo I Need to Worry About Estate Taxes?How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough View More…

IT - Computer / Forensic

Locating Hidden Cryptocurrency in Divorce, Bankruptcy and Other CasesExpert Witness Forensic Evaluations After CybercrimesEmployee Spotlight: Joey Jose, Product Procurement Manager View More…

Labor / Employment

IT’S TIME FOR EMPLOYERS TO UPDATE THEIR FLSA AND FMLA POSTERS!How to Avoid a Workplace Retaliation ClaimBiden Uses State of the Union for Bipartisan Support of Workplace Policies, Immigration Reform, and Police Reform View More…

Law firm Marketing & Management

Ted Lasso (🍎TV+) and Lessons in Leadership and PerformanceMastering the Art of CoopetitionSome Thoughts About Going Down Rabbit Holes View More…

Legal Malpractice

SEC Announces Record-Shattering $279 Million Award to WhistleblowerIllinois Federal Court Grants Motion to Dismiss SOX Whistleblower ClaimOhio District Court Grants Employer Summary Judgment on SOX Whistleblower Claims 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…

Management

Barriers to Change: Misalignment5 Steps for an Efficient Succession PlanningHow to Establish a Budget for Training and Development Initiatives View More…

Marketing

Law Firm Marketing Trends and Strategies for Success in 2023Ali Pourvasei, of LAD Solutions, was Recently Featured on WebsiteRating.com to Share His Insights on Generative AI ToolsMarketing In the AI Era: Why The Need For Human Creativity Will Always Prevail View More…

Marketing/Communication/Branding

Why Your Business Needs a Publicity Plan Right NowHow to Elevate Your B2B Marketing Campaigns with Video ContentThe Linkedin Algorithm Explained: How to Make it Work for You View More…

Mediation

Mediation: Misinterpretations in MediaPrenuptial Agreement San Diego MediatorThe Power of Listening with Intention View More…

Mergers & Acquisitions

Fairness Opinions: A Brief Primer View More…

Mergers & Acquisitions

ACG National Panel—Trends in Tech M&A DealmakingM&A in 2021 – What’s Ahead? Five Things Business Owners Need to Consider if Preparing to SellThe Importance of Personal Chemistry in M&A Dealmaking View More…

Mergers & Acquisitions

How to get a loan to buy a businessRevisiting the Three Circle Model of Family Business to Strengthen GovernanceHow To Have No Regrets When Selling Your Business View More…

Mortgage / Real Estate Financing

What’s New in Real Estate?Don’t Qualify for Conventional Loan or a Reverse Mortgage…Check out the New EQUITYAVAILNew Loan Program – 10% Down up to $2.2m in Price with No MI! 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…

Nonprofit

Final Estimated Tax Payment for 2022 Due January 17, 2023Unless You are the Sole Shareholder of a Corporation, You Need a Shareholders’ AgreementEstate Planning After Divorce View More…

Personal Injury / Malpractice

Everything You Need to KnowWhere’s Your Evidence?Understanding Your Rights View More…

Privacy & Data Security

Better safeguard than sorry – FTC Safeguards RuleCan multi-factor authentication be hacked? This is how hackers try to get around ItThe Benefits of Using AI in Cybersecurity View More…

Private Banking

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

Property Management

Retail is alive and thrivingBricks and Mortar Is Alive View More…

ProVisors Member Thought Leadership

PERSPECTIVE is powerfulMunich Re – Cyber Insurance Risks and Trends 2023Special needs trust could ease families’ stress View More…

Public Relations

May Is Mental Health Month: Q&A with John Letter of Proem HealthClimb The Search Rankings Through Effective SEOAge Tech Innovations and Emerging Solutions View More…

Real Estate Investment

San Diego in May 2023FINANCIAL FOCUS® Investment ideas for business ownersSan Diego in April 2023 View More…

Real Estate Litigation

Restrictive Covenants in Real Estate: Next Antitrust Enforcement Target?Retail is alive and thrivingPool Contractor Liability View More…

Real Estate Transactional

Say Goodbye to Free Parking in California2023 update of California ADU lawsMy own ADU project! View More…

Residential Real Estate

San Diego in May 2023FINANCIAL FOCUS® Investment ideas for business ownersSan Diego in April 2023 View More…

Securities

SEC Issues Largest Whistleblower Bounty Award Ever To One IndividualSEC Examinations 2022 Priorities: Reg BI, ESG, Private Funds, Information Security & Operational Resiliency, and CryptoFINRA Wades into the Controversial Deep-End of CCO Supervisory Liability View More…

Security / Investigation

E-commerce Data Privacy: What You Need To KnowHow To Maintain A Good Privacy Program For Your OrganizationHow to Prepare Your Company Data When Selling a Business View More…

Strategic Business Planning

The Pros & Cons of ESOPs: Weighing Your OptionsTax Reform & ESOPsTop 5 Things Small Business Owners Need To Do Right Now as They Reopen Their Doors View More…

Taxation

Tax Controversy - Audits and AppealsCannabis Businesses May Reduce the Impact of IRC Section 280E with IRC Section 471(c)When are you safe from a tax audit? Or, All things must pass, maybe! View More…

Taxation

IRS Audit Vs Criminal Investigation: What Business Owners Need to KnowWhat Are the Elder Care Financial Service Options in California?Navigating AB-5: Implications and Solutions for Small Business Owners in California’s Gig Economy View More…

Technology

The Power of Data Visualization: Tips for Presenting Complex Data for Better Decision-MakingUnlocking Efficiency and Optimization: Exploring CMMSRecovering Trust: Meta’s Refund Initiatives for Advertising Glitch Provide Relief to Affected Advertisers View More…

Transportation / Logistics

Proactive Approach to Navigating Transportation Woes View More…

Webinars

Cybersecurity, Insurance Coverage + PrivacyHow to Raise Your Firm’s Profile and Develop BusinessProVisors Webinar – Courageous Conversations: Unpolarizing the Workplace View More…

ProVisors Member Thought Leadership

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