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Accountants

California’s New Pay Transparency Law: What You Need to KnowCryptocurrency and Taxes: What You Need to KnowFlexible HR for Small Businesses View More…

Advertising

Hello world!Why Your Business Needs to Hire an SEO Company in 2023LAD Solutions is an SEO Game Changer on Clutch View More…

Attorney

Trust Accounting 101: How Do I Prepare a California Trust Accounting?Proposed IRS Regulations Would Permanently Allow Remote Spousal Consent ElectionsWhat’s a ‘Pot Trust’? View More…

Audit

California’s New Pay Transparency Law: What You Need to KnowFlexible HR for Small BusinessesWhy Did Kristi Pastore Start Culture Works?  View More…

Banking & Finance

Should You “Buy the Dip”?Are Bonds Still a Safe Investment?Webinar Recording: Understanding Exponential Growth in Investing 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

How to Invest in NYC Foot Traffic2022 Fourth Quarter Market ReportCap Rates vs. PSF: Measuring Value View More…

Business Coach

BE THAT LAWYER LIVE Marketing Mavericks Part 1EP196 Easier Workflows - Bulut Akisik7 Client Acquisition Strategies View More…

Business Litigation

REMINDER: Chicago Employers Must Complete Sexual Harassment Prevention and Bystander Training by June 30, 2023Webinar: How To Avoid a Digital Transformation Relationship TrainwreckIllinois Appears Poised to Require Disclosure of Pay Scales in Job Postings 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

Bad news to the team: how to deliver them?5 Common Questions about FTC Safeguards Rules for Businesses with Less than 5,000 Consumer Records5 Ways We’re Investing in Professional Development View More…

Business Transactional

Winning Punitive Damages When Defendant DefaultsCalifornia Employment Law Update 2023 – Watch the Recording!5 New Laws in the Golden State View More…

Business Valuations

What Is Equity in Business Terms – Company Equity SharingThree Crucial Questions To Help You Assess and Improve Your Business ResilienceAn Introduction to Valuing Carried Interest For a Gifting Strategy View More…

Commercial

Tips On Keeping Your Lender(s) Happy (March 2023)When What You Know to be True Isn’t (February 2023)Establish Clear Roles and Responsibilities (January 2023) View More…

Commercial / Personal

What 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 eventA video primer on insurance claims for damage to buildings View More…

Commercial Real Estate

How to Invest in NYC Foot TrafficNonprofits Buying Commercial Real Estate in a Rising Interest Rate Environment2022 Fourth Quarter Market Report 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

Cryptocurrency and Taxes: What You Need to KnowThe Benefits of Cloud-Based Accounting for Small BusinessesHow Artificial Intelligence is Revolutionizing Accounting Industry View More…

Consulting

Podcast: Applying the Business Hierarchy of Needs® to Increase Employee Engagement with Jim GitneyCreating a Culture of Safety Recognition: Best Practices for EmployersBE THAT LAWYER LIVE Marketing Mavericks Part 1 View More…

Corporate & Personal Training

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

Criminal

Sami Azhari published in ABA White Collar Crime Newsletter regarding Proposed Amendments to Sentencing GuidelinesWhat is a Skelly Hearing? Everything You Need to KnowFacing a Complaint on Your Cosmetology License? Here’s What to Know View More…

Data Research

Using AWS Amplify and Cognito for AuthenticationDevSecOps VS SecDevOpsThe Business Data and Analytics Journey 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…

Elder Care

Executor Responsibility in GeorgiaHow to Create a Valid Will in GeorgiaEstate Tax vs. Inheritance Tax View More…

Elder Care

Moving Day Checklist for Seniors Need Help Selling Your House Due To Job Relocation?Home Organizing Tips View More…

Employee Benefits

Proposed IRS Regulations Would Permanently Allow Remote Spousal Consent ElectionsNo Surprises Act Gives Plan Sponsors Savings OpportunitiesSEC Declines to Fine McDonald’s After Corporation Claws Back Former CEO’s $105 Million Salary View More…

Employee Benefits

Defined Contribution Plan Insight 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

Governor 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

Trust Accounting 101: How Do I Prepare a California Trust Accounting?What’s a ‘Pot Trust’?How To Name A Guardian For Your Minor Children View More…

Family Business

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

Family Law

[Action required] Your RSS.app Trial has Expired.Meet Our New Partner: Caroline Kelley of Cute with Kids4 Tips for Communicating with your Spouse During Divorce View More…

Financial Advisor / Wealth Management

Can I Retire Early?Recession-Proof Your Retirement – A Video WalkthroughRecession-proof Your Retirement in 5 Steps View More…

Financial Services

Is The Backdoor Roth IRA Contribution Right For You? 2023 EditionDividing Equity in a Community Property StateThe Pros & Cons of ESOPs: Weighing Your Options View More…

Healthcare

Navigating 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 YearWashington Amends Its Paid Family and Medical Leave Act View More…

Human Resource Services

Should you Hire or Outsource HR?5 Things You Didn’t Know About Your FSA5 Ways Create Better Executive Search With The Help Of Your Golden Retriever View More…

Human Resources

Helping through holismAffirmation: Take Control Of Your Future By Sharpening Your ForesightCareer Monday: What Will You Do When an Employer Says You’re Overqualified? 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

Avoiding Financial SurprisesWhat ChatGPT says about exclusions in insurance policies, and why I'm not worried the app will put me out of a job any time soonPrepare Your Family to Put Your Life Insurance Money to the Best Us View More…

Intellectual Property

Making Decisions Series: Handling Rejections of Your Patent Applications7 Ways to Patent AI Inventions You May Not Have ConsideredMaximizing Value with Intellectual Property View More…

International

What Gives You the Right to Be in This IPR? A Question OpenSky Should Have AnsweredThe Adversarial Nature of AIA Proceedings Isn’t Always EnoughYes, You Can Bargain Away Your Right to File IPR Petitions View More…

Investment Mgmt.

Frayed, but ResilientCan I Retire Early?Who’s Swimming Naked? View More…

Investment/Portfolio Management

Can I Retire Early?Recession-Proof Your Retirement – A Video WalkthroughRecession-proof Your Retirement in 5 Steps View More…

IT - Computer / Forensic

Expert Witness Forensic Evaluations After CybercrimesEmployee Spotlight: Joey Jose, Product Procurement Manager5 of IT’s Biggest Business Value Drivers View More…

Labor / Employment

The Adverse Consequences of Workplace RacismNo Fooling: City of Los Angeles Retail Fair Workweek Ordinance Takes Effect April 1, 2023NLRB Severance Agreements Decision: Broad Non-Disparagement & Confidentiality Provisions Are Unlawful View More…

Legal Malpractice

Ohio District Court Grants Employer Summary Judgment on SOX Whistleblower ClaimsOSHA Implements Pilot Program to Streamline Complaint Intake ProcessThird Circuit Affirms Dismissal of Untimely SOX Whistleblower Claims View More…

Life & Disability

How to Sell Your Life Insurance Policy–Maximize Your Return!Using Life Settlements For Long Term Care- New for 2023!What Is A Life Settlement?- Best Overview [New 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

Podcast: Applying the Business Hierarchy of Needs® to Increase Employee Engagement with Jim GitneyCreating a Culture of Safety Recognition: Best Practices for EmployersPodcast: How to avoid common mistakes with your business strategy, with author Jim Gitney View More…

Marketing

What You Need to Know About GA4 and Why You Need to Use it NowEvery Website Owner Needs a Compliant Privacy PolicyWrite Your Blog: 4 Great Reasons to Hire a Pro View More…

Marketing/Communication/Branding

What You Need to Know About GA4 and Why You Need to Use it NowEvery Website Owner Needs a Compliant Privacy PolicyWrite Your Blog: 4 Great Reasons to Hire a Pro View More…

Mediation

California Child Support Laws 2023California Child Custody Resources[Action required] Your RSS.app Trial has Expired. View More…

Mergers & Acquisitions

Revisiting the Three Circle Model of Family Business to Strengthen GovernanceHow To Have No Regrets When Selling Your BusinessThree Crucial Questions To Help You Assess and Improve Your Business Resilience 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…

Mortgage / Real Estate Financing

Market Update – New OpportunitiesThe New Jumbo 2 to 1 Buydown…Lower Interest Rates & Payments in this Market? How? 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

Hit by a Car While Walking?Don’t Get Derailed!Go Solo or Get a Lawyer? 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…

Public Relations

6 Ways to Enhance Your Blog ContentHow to Create Effective CTAsInform Your Marketing Programs With Buyer Personas View More…

Real Estate Litigation

Retail is alive and thrivingPool Contractor LiabilityGovernor Abbott of Texas Issues New Order View More…

Real Estate Transactional

ND’s Fitzgerald Institute for Real Estate brings fresh vitality to housing issuesMountain View and Los Altos Hills targeted for “builder’s remedy” projectsProtracted legal odyssey ends in victory for Lafayette housing development View More…

Securities

SEC Examinations 2022 Priorities: Reg BI, ESG, Private Funds, Information Security & Operational Resiliency, and CryptoFINRA Wades into the Controversial Deep-End of CCO Supervisory LiabilityThe SEC Sues Investment Advisory Firm in Connection with Alleged Failure to Disclose Revenue Sharing and Other Financial Conflicts, as Well as Converting Clients to Wrap Accounts Without Considering Whether it is in Clients’ Best Interests View More…

Security / Investigation

How to Plan for Data Privacy in Business AcquisitionsThird party AgreementThe Convergence of Data Privacy and Digital Trust 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

Trust Accounting 101: How Do I Prepare a California Trust Accounting?IRS Audit Checklist: What to Expect and How to PrepareCommon Trust Accounting Mistakes to Avoid 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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