The Investment Policy Statement (IPS) An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. The IPS provides the general investment goals & objectives of a client and describes the strategies that the manager should employ to meet these objectives The IPS: An Important Part of the Estate Planning…
Seasoned San Diego tax attorney Sam Brotman explains in his CLE course The Truth About The Employee Retention Credit that a shocking amount of businesses are leaving $100,000’s on the table thanks to myths, misconceptions, and poorly communicated guideline changes from the IRS since the inception of the credit in 2021 due to COVID.
From Atticus Finch to Elle Woods For better – or worse – many people’s perceptions of attorneys are based on Elle Woods, Atticus and everybody’s favorite cousin, Vinny. Is there something these fictional characters can teach us about professionalism and achieving higher standards of conduct in our everyday conduct? Lawyer Movies and Public Perception From Philadelphia to The Firm, the movies we…
For California MCLE Compliance Group 3 (N-Z) for the period ending on January 31, 2023, California attorneys must complete at least two hours dealing with elimination of bias. Of the two hours, at least one hour must focus on implicit bias and the promotion of bias-reducing strategies.
Did you know that the patent for solar cells dates back to the 1880s? Or that Piggly Wiggly was extremely groundbreaking and changed the way we shop? And there would be no GPS without the beautiful actress Hedy Lamarr’s inventions!! From vulcanized rubber to the iPhone, Eric Hanscom and Dave Branfman provide an insightful glimpse into 10 patents that shaped the world we live in today.
Brian S. Quinn was a young lawyer. Fresh out of law school. What started as an exciting day with his mentor at trial – ended with Brian watching his mentor leave the courthouse in a body bag and crushing feelings of Impostor Syndrome.
This CLE program taught by Ritzel Starleigh Ngo will provide legal practitioners with a practical framework of an attorney’s ethical obligations to the law firm and clients in the case of the unforeseen. Using the ABA Model Rules as the foundation for the course, Ritzel speaker will discuss pertinent ethical topics when it comes to transferring ownership of your law firm due to death, disability, disappearance and disbarment.
From fake real estate transactions to drafting executive compensation packages, there are many intersections between reviewing contracts and the ethical standards of the legal profession. R. Shawn McBride works with business owners all over the country and he knows that things can get a little dicey with your business clients. Shawn will present common everyday scenarios where attorneys run into ethical dilemmas with business clients when reviewing corporate, LLC and small business contracts.
Andie and Al are here to show you what can be done to create a more successful and profitable law firm. Andi and Al will mainly address the gender achievement gap, how diversity & inclusion benefits firms, why greater gender diversity & inclusion has not been achieved and what legal organizations can do to reduce gender bias.
People develop chronic pain and sustain concussion from a wide array of trauma, from car crashes to crane accidents – but these invisible injuries can be difficult to prove to skeptical jurors. In this CLE brimming with practical information & insight, trial attorney Brett Schreiber will walk you through working up and trying these invisible injury cases – from client intake to the fine points of communicating your client’s story to the jury.
