Fiduciary Duties: An Important Consideration in Owning and Running a Business

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If you own or control a business, you likely have responsibilities…

2020 Tax Preview

The end of a calendar year often brings last minute tax planning.…

Are All of Your Estate Planning Ducks in a Row?

October 21st – 27th is National Estate Planning Awareness…

New U.S. Department of Labor Regulation to Affect 1.3 Million American Workers

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Early this week (September 24, 2019), new regulations affecting…

A Beginner's Guide to Including a Special Needs Beneficiary in Your Estate Plan

When you have special needs, everything is more complicated. Navigating…

Finra's "Savvy" Enforcement Boss Quits But Lawyers Expect Harsher Standards to Continue

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Finra’s enforcement chief, Susan Schroeder, is planning to…

Investment Adviser Audits: Are You Ready?

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Under Section 204 of the federal Investment Advisors Act…

Ohio National Hits Wall in Attempt to Dodge Trail Commission Lawsuits

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A ruling in Federal Court last week could potentially move forward…

Get Ready Now! Prepare Your Company for Sale

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What do you need to do to prepare your company for sale? The…

Limited Guardianships for Mental Health Care: Narrow Scope with Broad Impact

It is difficult to see loved ones struggle with their mental…