Put Into Practice 
Newsletter  

March 2015

Lucky to be a Lawyer
by Jay Reeves

March is the month of madness, when luck runs amok and fortune favors the few.

 

So the question is: are you feeling lucky today, counselor?

 

  Read more

Trust Account Basics: Tips for Keeping Your Records in Top Shape  
by Kathy Pope, Consultant 
 

Last year, Peter Bolac, Trust Accounting Compliance Counsel with the North Carolina State Bar, published an article titled 20 Questions for Your Trust Account. Let's look at those questions, and explore how each one can help you be prepared in the event of an audit.  

Read more

Real Estate Attorneys Take Note: Funds Transfer Fraud or Social Engineering Fraud?
by Adam Pierce, Lawyers Insurance 
 

Funds Transfer Fraud coverage is available on most crime insurance policies, and is one we highly recommend.  Most firms are concerned about someone initiating a fraudulent transfer on their behalf.  

         

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In This Issue
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FROM START TO FINIS H 
StartToFinish 
Does Praise Really Work?
CYBER SECURITY  
SupportForStaff   

Avoiding Taxpayer Scams during Tax Season     

by Sarah Levitt, Executive Coach

by Samantha Cruff, Marketing Communications Coordinator

Praise.  It boosts engagement, right?  Not so fast.


When I'm coaching senior leaders on how to get the most from their teams, they assume that I'm going to suggest that they be more positive with their direct reports to get better results.   Read more 

 

  
Scammers are everywhere, and they'll use any available means to cheat victims out of their money. 

A popular scam is to impersonate an IRS agent and con victims into providing personal information.  Read more
Succession Planning CLE

Law Firm Succession: Secrets to a Successful Transition By Selling Your Practice 

Wednesday May 20, 2015 from 9:00 AM to 4:00 PM 

Embassy Suites Raleigh-Durham/Research Triangle 

 

Most solo and small firm practitioners avoid thinking about retirement or the time when they are going to exit their practice. They seldom consider selling their law practice, but it is a viable option for many practicing attorneys. This educational program will assist you in planning for a transition.
Post Office Box 1929      Cary, NC 27512