Firm Marketing Tax

Read need-to-know updates, commentary, and analysis on Firm Marketing issues written by leading professionals.
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Retirement Plan Sponsors Have More to Fear Than Fear Itself

In his inaugural address in 1933 amidst the Depression, Franklin Delano Roosevelt said that the only thing we had to fear was “fear itself”. 1933 predates ERISA by 40+ years, so FDR clearly didn’t understand the dilemmas of...more

Weekly Brief: CFPB, Legal Fees & Hashtag Hijackers [Video]

Oct. 18 (Bloomberg Law) -- Bloomberg Law's Lee Pacchia runs through the week's most important legal news. The Consumer Finance Protection Bureau is considering a plan to grant unprecedented legal immunity to mortgage lenders....more

High Net Worth Advanced Planning Case Study

Many times clients come to us with complex planning issues that we would like to solve for. Here is a good example of how one couple achieved their goals and objectives through advanced planning using a well thought out...more

VAT Reform in China Extended to 11 Provinces/Cities

From August 1st to December 31st, 2012, the transformation from Business Tax (“BT”) to VAT in transportation industries and certain modern service industries will be launched in 8 provinces and 2 cities as follows: Beijing,...more

Retirement Plan LegalEase

Most plan sponsors thought they couldn't afford an ERISA/ retirement plan attorney until now. Introducing Retirement Plan LegalEase, the $1,000 Retirement Plan Legal Solution to help you minimize your fiduciary liability as a...more

What The Current Estate Tax Law Means For Advisors

Never before has collaboration become so important in meeting the needs of high net worth clients. Faced with so much uncertainty, the most important role of the advising team is to focus on what they can help the client...more

Solving the Mystery of What a TPA does

When people ask my wife what I do for a living, she says she doesn’t know. Half the time I think she’s joking and half the time I think she is serious that she doesn’t know what an ERISA attorney does. The same thing goes...more

Gibraltar - You may be missing out if you do not consider this jurisdiction

This is an extensive article which sets out to summarise those areas of Gibraltar legislation that are most pertinent to potential foreign investors in the jurisdiction. The reader should get a good flavour of the...more

US Law Firms enter Australia

Most law firm Managing Partners would agree that the pace of change in the legal services sector is accelerating. Changes in the past 18 – 24 months have outstripped the two previous decades. I predict that 2012 will...more

Atlantic Electronics -v- HM Revenue & Customs

Fairness in Justice – Fighting one taxpayer by using the others taxes!.

The Chamber President, The Hon Mr. Justice Warren in the cases of HMRC –v- Atlantic Electronics held AN APPEAL BY HMRC TO disapply Rule 10 of the 2009 Rules is DISMISSED! “The right to opt out from Costs is a recognition of...more

Why Some Law Firms Have Lousy 401(k) Plans

My father is an electrician and my mother always joked that whenever we needed electrical work done in the house, we need to hire an electrician. The story is similar to the tale of the shoemaker’s children that needs shoes....more

Transfer Pricing and Indian Laws

This Document talks about the legal framework for Taxation and transfer pricing in India and in the world, transfer pricing methods, methods for calculation of arms length price, associated enterprise, International Taxation...more

The Dead Lawyers' Society

An enterprising associate attorney vs. a law firm uninterested in real enterprise. Sort of like the irresistible force vs. the immovable object. I fought the law firm and the law firm won. A law firm is a business like any...more

Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan

The top payroll providers offer services as third party administrators (TPAs) for 401(k) Plans. While it may be a natural segue from providing payroll, there are many reasons why you should avoid using them as your 401(k)...more

Once Upon A Time In The 401(k) World

Richard Laurita was one of the greatest salesman that ever lived. He was a top notch 401(k) salesman for third party administration firms. Through his life and death, 401(k) advisors can gain some insight that can help...more

The ERISA Attorney Who Speaks English, not ERISAese

An article describing the flat-fee ERISA practice of The Rosenbaum Law Firm P.C., as well as why retirement plan sponsors need ERISA counsel and why they can't rely on their TPA's in-house legal department for unbiased...more

Recission Proofing Your Practice

There is a significant market that attorneys are missing that is terrible underserved by the legal profession. Working with veterans to qualify them for the Improved Pension Benefit is a very profitable practice for those...more

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