With “Build Back Better” still being debated, and likely punted to 2022, it’s important to counsel your clients during their year-end tax planning to not lose sight of tax changes in place for the 2021 tax year and on the horizon for 2022. Key...
Real estate owners and investors use construction loans to develop and construct new improvements or to renovate existing ones. A construction loan requires hands-on administration by the lender. For the borrower, construction loans present legal, practical, and...
In the wake of numerous high-profile scandals involving the misappropriation of client assets, the U.S. Securities and Exchange Commission (SEC) has taken significant steps to enhance the safekeeping of client funds and securities by investment advisers including...
On January 1, 2021, Congress enacted the Corporate Transparency Act (CTA), the purpose of which is to better enable national security, intelligence, and law enforcement agencies to counter money laundering, the financing of terrorism, and other illicit activities...
Do you have to negotiate employment discrimination, harassment, or retaliation settlements or severance agreements? In this expert interview, Orit Goldring, L&E attorney and founder of The Goldring Firm, provides her expert insights on employment discrimination...
Review these essentials before preparing U.S. design patent applications and prosecuting such applications before the U.S. Patent and Trademark Office (USPTO). READ NOW » Related Content Design Patents: U.S. Application Preparation Checklist Refer...
Coverage begins (and sometimes ends) with the application for an insurance policy. Start the New Year by reviewing the fundamentals of the insurance application process, including an extensive discussion about binders. READ NOW » Related Content Insurance...
Financial institutions and associated third-parties having direct control over the use and transmission of a customer’s personal and financial information is under increased scrutiny from regulatory agencies. GLBA establishes requirements on financial institutions...
Don’t miss out reading this article discussing credit spread adjustments related to the differential in rates between LIBOR and SOFR. While LIBOR and SOFR historically trend together, LIBOR is generally higher than SOFR. Due to the difference in these rates...
Learn how swaps are treated in a distressed asset or bankruptcy situation by watching this practical guidance video. Then get up-to-speed on a wide range of energy issues this new year by checking out our wide-ranging resource kits. READ NOW » Related...
Employers often maximize high-earning executives’ deferred compensation by establishing a supplemental executive retirement plan (SERP) that adds to the executive’s defined contribution plan account—but on a nonqualified basis. Qualified plans...
Some states regulate the use of Event Data Recorder (EDR) technology and any data that may be obtained through the use of an EDR. Access this state law survey to see state laws that regulate the use and disclosure of EDR. READ NOW » Related Content ...
Does your client want to start the year with new customers? Learn about legal issues related to direct marketing efforts, including non-traditional direct marketing methods using the internet and social media. READ NOW » Related Content Advertising...
A penny warrant allows the holder to purchase either additional securities of the type initially sold or shares of the issuer's common stock at a nominal price. Use this template to draft a penny warrant for your client’s debt or equity securities offering...
Sometimes disputes headed for litigation can be redirected and resolved if you use these techniques designed to lower the temperature. READ NOW » Related Content Client Intake Form (Federal) Use this client intake form meant for use with potential...