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Drug Testing in the Workplace

OSHA’s general duty clause requires an employer to provide employees with employment and a place of employment which are free from recognized hazards that are causing or are likely to cause death or serious physical harm to his employees. A drug [… read more]

Is the MORE Act Any More Likely to Federally Legalize Marijuana in the U.S.?

On November 20, 2019, the U.S. House Judiciary Committee approved the Marijuana Opportunity Reinvestment and Expungement (MORE) Act (H.R. 3884) first introduced by Sen. Kamala Harris (D–CA) in July 2019.  The MORE Act seeks to decriminalize

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How proposed Regulations to Life Expectancy Tables Affects Your RMD

The Department of the Treasury and the IRS reviewed the life expectancy tables that are used to calculate required minimum distributions from IRAs and other retirement plans and have issued proposed regulations to update those tables to reflect

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Estate Planning Basics: Tying the Whole Plan Together

Part 10 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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Estate Planning Basics: You Have a Trust; Do You Also Need a Will?

Part 9 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving. 

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Estate Planning Basics: You've Set Up Your Trust. Did It Get Funded, Though?

Part 8 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.Many clients go to the

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Estate Planning Basics: Making a Modification/Amendment to Your Trust

Part 7 of a series breaking down the process of helping clients set up Trusts by breaking the issues down into smaller, individual topics, enabling the adviser and client to take the necessary steps, and get the plan moving.

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personal and charitable gift planning

As the fourth quarter of the year approaches, it is time to turn our thoughts to gifts, both personal and charitable. We also need to consider whether (and how) to make gifts both during lifetime and after death.

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3 Ways to mitigate risk and avoid legal liability during an interview

Interviewing is one of the hardest tasks for companies because we do not have a crystal ball to tell us which candidate to hire, or who will be the most productive in our work environment. Conducting a thoughtful, structured interview can help us [… read more]

why Intellectual property is critical for startups

Any new business owner or startup entrepreneur is aware of the challenges that come with starting a new venture. While new companies are busy focusing on the tangible aspects of their business such as product development, employees, raising

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