The COVID-19 national emergency and public health emergency officially ended on April 10 and May 11, 2023, respectively. (As a practical matter, the Biden administration is effectively treating both ...

It takes time and money to create a document retention plan, but it’s even more costly to wait until litigation is pending to determine how to get needed information. “The work done on the front-end ...

In prior posts, I have discussed the importance of having up-to-date investment policy statements. Not only are they a good proof of diligence on the part of fiduciaries (assuming they are followed) ...

What should be in your business plan? Creating a business plan is a key part of starting any business venture. Even if you’ll never use it in this format for attracting investors and raising capital, ...