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14 Nov 2023, 9:01 pm by Guest Blogger
For example, you may not be able to afford an in-house accountant, but you can use legal accounting software to track your law firm’s finances, reconcile transactions, and stay compliant when managing trust accounts. [read post]
12 Nov 2023, 10:41 am by Gene Takagi
PPA Changes to Type III Supporting Organizations The Pension Protection Act of 2006 (PPA) made the following five changes to the requirements an organization must satisfy to qualify as a Type III SO: (1) Section 1241(c) of the PPA removed the ability of a charitable trust to rely on the special rule under § 1.509(a)–4(i)(2)(iii) as then in effect, which allowed a trust to satisfy the attentiveness requirement of the integral part test for non-functionally… [read post]
10 Nov 2023, 1:35 pm by Cynthia Marcotte Stamer
quickly to implement and communicate 2024 health spending account (“HFSA”), high deductible health plan amounts relevant to determining eligibility to contribute to a medical savings account (“MSA”), adoption credit and exclusion limits, and other inflation-adjusted limitations relevant to the annual enrollment, withholding and other year-end tax and benefit planning of workers and their families to assist workers to take into account these adjustments during 2024 benefit… [read post]
10 Nov 2023, 8:22 am by Chip Merlin
Doing so not only helps avoid future bad faith claims but also aids in rebuilding trust with policyholders and the wider market. [read post]
9 Nov 2023, 1:48 pm by Cynthia Marcotte Stamer
Stamer’s work throughout her 30 plus year career has focused heavily on working with health care and managed care, health and other employee benefit plan, insurance and financial services and other public and private organizations and their technology, data, and other service providers and advisors domestically and internationally with legal and operational compliance and risk management, performance and workforce management, regulatory and public policy and other… [read post]
9 Nov 2023, 1:07 pm by Cynthia Marcotte Stamer
quickly to implement and communicate 2024 health spending account (“HFSA”), high deductible health plan amounts relevant to determining eligibility to contribute to a medical savings account (“MSA”), adoption credit and exclusion limits, and other inflation-adjusted limitations relevant to the annual enrollment, withholding and other year-end tax and benefit planning of workers and their families to assist workers to take into account these adjustments during 2024 benefit… [read post]
8 Nov 2023, 9:05 pm by renholding
Instead, in a CIT structure, exclusive management responsibility rests with the bank trustees who cast votes on behalf of the trusts. [read post]
8 Nov 2023, 8:45 am by Steven Schwartzapfel
Thus, employers must follow established safety protocols to manage these risks, which may include regular inspections and immediate action to remove and/or repair any dangerous elements. [read post]
Challenge #4: Secure Workflows Protecting critical business and client personal identifiable information (PII) is one of the most important things lawyers must do to establish trust and credibility. [read post]
7 Nov 2023, 9:11 pm by Cari Rincker
When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (also known as your successor trustee). [read post]
7 Nov 2023, 1:40 pm by Kyle Krull
Assets titled to a revocable living trust could be managed seamlessly by co-trustees or successor trustees if the trustmaker becomes incapacitated. [read post]
7 Nov 2023, 2:04 am by Jill Chapman, Insperity
Jill Chapman is a director of early talent programs, human capital management with Insperity, a leading provider of human resources offering the most comprehensive suite of scalable HR solutions available in the marketplace. [read post]
6 Nov 2023, 1:11 am by INFORRM
There was also a case management hearing before Nicklin J in the case of Daedone v BBC. [read post]
4 Nov 2023, 9:07 pm by Cari Rincker
It can also set up a trust and appoint a trustee to manage accounts and property for your children’s support. [read post]
1 Nov 2023, 7:20 am by Rob Robinson
The combined strengths of Morae and Exigent will empower clients with end-to-end capabilities across contracts, discovery, information management, and managed services. [read post]
Strong connections with HR managers start with trust and identifying their pain points. [read post]
As such, my office has evolved in recent years to offer clients a range of ways to manage mediation proceedings. [read post]