E-Discovery Transforms the Legal Landscape
Lawyers

E-Discovery Transforms the Legal Landscape

E-discovery frees lawyers to do what they do best: litigation.

If you’re not using e-discovery in your practice, you may be putting your firm and clients at risk. Whether working as a sole owner, a partner in a group, or

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5 Principles to Bring 3 Generations Together
Lawyers

5 Principles to Bring 3 Generations Together

Find unity in shared experiences.

What does it take to manage a team with ages that range from 18 to 62? While you may face challenges in merging and guiding such a diverse group at your firm, there are certain

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Fight Data Breaches at Your Real Estate Firm
Real Estate

Fight Data Breaches at Your Real Estate Firm

Stand tall against cybercrime.

Prospective buyers take virtual tours of listings from the comfort of their homes. When you’re working a deal, you likely use a digital app to collect e-signatures on a mobile device.

Technological advances are reshaping real

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Accountants

Case Study: CPA Steers Customers Toward a Ponzi Scheme

Double-check your references.

As you strive to generate referrals, you do your best to provide outstanding customer service. But you could open the door to liability if you step outside the bounds of the engagement letter.

In the following case

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Case Studies: Make Sure the Licenses Line Up
Real Estate

Case Studies: Make Sure the Licenses Line Up

Don’t let history repeat itself.

You check your paperwork 10 times to make sure it’s accurate. You clear room in your schedule to answer clients’ questions. You’re thorough, and you work too hard to let a lawsuit threaten your real

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Set the Ground Rules for Wire Transfers
Real Estate

Set the Ground Rules for Wire Transfers

Refuse to become the next victim—demand a phone call.

Scammers are inserting themselves into transactions with a level of unprecedented sophistication. These scammers can duplicate email addresses, steal letterhead, and follow a transaction to learn intimate details.

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6 Social Media Rules for Accountants
Accountants

6 Social Media Rules for Accountants

Think before you type.

While technology gives accountants new ways to communicate with clients and colleagues, it can bring privacy and confidentiality risks. So, let’s dive into the pitfalls of new technology and how to effectively use social media to

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9 Ways to Boost Your Mood During Tax Season
Accountants

9 Ways to Boost Your Mood During Tax Season

Keep your stress in check.

The phone rings and rings. New messages flood your inbox. Your calendar fills up with consultations. You explain the new GOP tax law for the ten-thousandth time.

It’s tax season, and business shows no sign

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Social Media for Lawyers: Facebook Edition
Lawyers

Social Media for Lawyers: Facebook Edition

Go social and go big.

When it first launched, Facebook was written off as a place for young folks to rant and post selfies. It was supposed to come and go in the blink of an eye.

But it didn’t.

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