Managing Portfolio Income

Recent years have seen significant portfolio income with requisite tax consequences. Here are some strategies for managing this investment reality through the years. Take Capital Losses at Any Age Market downturns are difficult to stomach. However, they aren’t all...

Expert Life Care Planning is Your Case’s Greatest Asset

Catastrophic litigation cases involving life-altering injuries represent a unique intersection of human tragedy and complex financial forecasting. For both plaintiff and defense counsel, these cases concern more than the immediate aftermath; they address the next...

How to Protect Your Client Trust Funds

The proper protection of client trust funds begins with the reconciliation of trust account records to the bank statements, as required under Rule 1.15-3(d) of the Rules of Professional Conduct. In addition, further controls should be considered to safeguard client...

Your Legal Clients Are Already Using AI. Now What?

Everyone in the legal profession is talking about AI. Conferences, bar association panels, LinkedIn posts, law school curriculums. The conversation is everywhere. But most of it is still framed around the future tense: AI is coming, AI will change things, attorneys...