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Accountants

Do I Need an Accountant If I Have a Small Business?Why the 13-Week Cash Flow Forecast is a Must for Your BusinessEstate Planning and Business Succession: What Every Business Owner Needs To Do Now - Brian Balduzzi 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

Protecting Agreements from The Impact of BankruptcyWhen Can a Parent Corporation Be Held Liable for Subsidiary’s Obligations Under California Law?How Employers Should Prepare as ICE Conducts Record-Breaking Worksite Raids 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

Protecting Agreements from The Impact of BankruptcyWhy the 13-Week Cash Flow Forecast is a Must for Your BusinessSerious About Networking? 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

Building Authentic Brand Trust in an Age of Empathy-WashingHow Much Does Video Production Cost in South Florida?
EP326 Stop Using Personal Credit to Fund Your Business View More…

Business Litigation

FTC Signals Forthcoming Non-compete Enforcement ActionsUS States Can (And Will) Continue To Regulate Artificial Intelligence … for NowHarris Quoted in TechTarget Piece on SAP and Celonis Legal Dispute View More…

Business Management

Most businesses under $100M don’t need a COOWhy $10–100M companies need cross-functional fractional and interim executivesMost CPG founders only think they’ve made it when they reach $20M. But the real achievement isn’t $20M it’s $2M. 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

California Contract Disputes: How to Protect Yourself Before There’s a ProblemBest Practices for Partnership Agreements in Ventura CountyCan You Do Your Estate Plan Online? Why a Local Lawyer Matters 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

Suffolk Superior Court applies continuous trigger and pro rata allocation to asbestos coverage disputeUnited 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 statute View More…

Commercial Real Estate

Protecting Agreements from The Impact of BankruptcyWhy Every Project Needs an Owner’s RepresentativeDo This or Lose Millions to the IRS! View More…

Communication

Distrust =DysfunctionHow Much Does Video Production Cost in South Florida?
Smart Budgeting Tips for High-Quality Professional Video Production View More…

Consulting

[Action required] Your RSS.app Trial has Expired.Sign UpThe 10-Second Clip That Sparked a Corporate Crisis View More…

Consulting

Why the 13-Week Cash Flow Forecast is a Must for Your BusinessSerious About Networking?How to Simplify Your Kitchen for Everyday Ease View More…

Corporate & Personal Training

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

Criminal

How Much Does a License Defense Attorney Cost?Protecting Yourself Legally as an Educator While Supporting Student Mental HealthWhat Happens to Your License After a Medical Malpractice Lawsuit? View More…

Data Research

When Your Business Goes Boo: 5 Frightening Data Insights and Technology Mistakes That Haunt GrowthFrom Opportunity to Impact: How and When to Introduce AI in Your Business OperationsScalesology Honored as Top Data Analytics Consulting Firm 2025 by CIOReview 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

13 WAYS TO BE MORE REFERABLELeveraged Mentorship: How to Scale Leadership Development Without Sacrificing ImpactAwkward Moments View More…

Elder Care

Protecting Your Assets While Qualifying for Medicaid: A Florida GuideHow Does Life Insurance Impact Florida Medicaid Eligibility?Florida Elder Law Updates: What the New Legislation Means for Your Family View More…

Elder Care

How to Simplify Your Kitchen for Everyday EaseHow to Handle Clutter When Blending HouseholdsDecluttering Tips for People Who Hate Letting Go View More…

Employee Benefits

How Employers Should Prepare as ICE Conducts Record-Breaking Worksite RaidsCongressional Democrats Propose Bill Limiting Insurers from Acquiring Health Clinics and PracticesDOL Finds Morgan Stanley’s Deferred Compensation Program Exempt from ERISA 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 Prepare for Your First Mediation SessionWhen to Consider Mediation Over LitigationHow Financial Mediation In San Diego Leads to Amicable Divorce Settlements View More…

Financial Advisor / Wealth Management

What Washington Families Need to Know About the 2025 Tax Law Changes2025 Year End Financial Planning ChecklistWill the Market Crash Soon? Lessons from the Last Four Bear Markets. View More…

Financial Services

Protecting Agreements from The Impact of BankruptcySerious About Networking?Is Your Mortgage Loan Officer Truly Competent? View More…

Franchising & Licensing

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

Healthcare

Top Questions to Ask Before Hiring a Home Healthcare ProviderSetting Up a Safe and Comfortable Bedroom for Seniors Receiving In-Home Senior CareCreative Solutions for Keeping Seniors with Limited Mobility Active and Engaged 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

Designing Benefits That Fit Small Business NeedsThe Challenge Employers FaceOverselling Supplemental Insurance View More…

Immigration

Facing a Visa Refusal in Canada? Here’s What to Do NextNew Wage Requirements for Foreign Workers in Canada: What Employers Must KnowNew Wage Rules for Hiring Foreign Workers 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

Serious About Networking?As technology outages become the new normal, staying operational means staying vigilantLet the Data Drive Results…Or Keep Pressing the Easy Button View More…

Intellectual Property

USPTO Director Squires Charts New Course for AI Patent EligibilityFast-Track Your Patent: The USPTO’s New Streamlined Claims PilotPatent Marking: Essential Steps to Success 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.

What Washington Families Need to Know About the 2025 Tax Law ChangesAn Introduction to Private Placement Life Insurance (PPLI)2025 Year End Financial Planning Checklist View More…

Investment/Portfolio Management

What Washington Families Need to Know About the 2025 Tax Law Changes2025 Year End Financial Planning ChecklistAlterra Advisors Named Washington’s #1 Best Workplace by PSBJ View More…

IT - Computer / Forensic

From Policy to Proof: ISO/IEC 42001, the OS for Enterprise AIBreak to Build: Chaos-Tested Security for AI-First EnterprisesWhen Users Are Bots: Zero-Trust Machine Identity, ITDR, and Secrets Hygiene View More…

Labor / Employment

The Real Reason Thankful Employees Start with Compliant PoliciesThe New Era of Workplace Investigations: 5 Trends For EmployersEmployers, The Supreme Court Just Leveled the Playing Field for Reverse Discrimination Claims View More…

Law firm Marketing & Management

Your Website Needs FAQ’sAre Your TV Ads Still Working?Build Trust and Leads With Social Media View More…

Legal Malpractice

Court Narrowly Interprets Whistleblower Protections Under AMLA and FIRREAColorado Federal Court Dismisses SOX and Dodd-Frank Whistleblower Claims, Emphasizing Administrative PrerequisitesDC District Court Dismisses SOX Whistleblower Retaliation Claim Where Plaintiff Was Employed Abroad And His Employment Contract Was Not Governed By U.S. Law 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

Speak Like a CEO, Lead Like HR: Power Language That Drives Culture Change6 Steps to Build a Business Case for Culture ChangeThe Role of Business Management Consulting Firms in Middle Market Manufacturing and Distribution Companies View More…

Marketing

Serious About Networking?Building Authentic Brand Trust in an Age of Empathy-WashingDistrust =Dysfunction View More…

Marketing/Communication/Branding

Distrust =DysfunctionUnlocking Growth: How a Fractional Marketing Agency Can Transform Your BusinessAI Amplifies Everything: It can magnify brilliance or broadcast chaos. View More…

Mediation

How to Prepare for Your First Mediation SessionWhen to Consider Mediation Over LitigationHow Financial Mediation In San Diego Leads to Amicable Divorce Settlements 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

White House Releases America’s AI Action Plan: A Strategic Framework for Innovation, Infrastructure, and Global AI LeadershipHB1127 Explained: North Dakota's New InfoSec Requirements for Financial CorporationsThe Potential For One Long Moratorium on AI Regulation 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

What You Should Ask Your BrokerBuilding Authentic Brand Trust in an Age of Empathy-WashingWhy Two Companies With the Same Revenue Aren’t Worth the Same View More…

Public Relations

Building Authentic Brand Trust in an Age of Empathy-WashingDeepfakes and Privacy Risks to Your Digital IdentityWhy Crisis Communication Has Become a Business Imperative View More…

Real Estate Investment

Protecting Agreements from The Impact of BankruptcyDiscover Mount Helix Living: Quiet Luxury and Panoramic ViewsIs Your Mortgage Loan Officer Truly Competent? 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

Discover Mount Helix Living: Quiet Luxury and Panoramic ViewsIs Your Mortgage Loan Officer Truly Competent?Top San Diego Events in November 2025: Holiday, Community, and Outdoor Fun 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

Adapting Cybersecurity Measures for the Age of AIWhy Cookie Governance Keeps CTOs Up at NightThe Path to Restoring Trust in a Connected World 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 to Respond to IRS Letter 6323 | Tax Audit Notice ExplainedWhen the IRS Goes Back 20 Years: Why Business Owners Need an Experienced IRS Audit AttorneyBeware of the M&A Trigger for Sales Tax Audits View More…

Taxation

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

Technology

Necrophilia: Unheard Voice Of Those BuriedAs technology outages become the new normal, staying operational means staying vigilantThe Hidden Health Risk in Senior Care View More…

Transportation / Logistics

Proactive Approach to Navigating Transportation Woes View More…

Webinars

Top 3 Ways Attorneys Lose (or Win) ClientsDo This or Lose Millions to the IRS!How can Social Impact Companies Survive Today's Headwinds? View More…

ProVisors Member Thought Leadership

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