5.8.18 FTP Website Quotes for Instagram

Estate Executor’s Duties During the Probate Process in 10 Simple Steps – INFOGRAPHIC | via @FamilyTreePlan

10 Simple Steps For Your Estate Executor’s Duties During the Probate Process   Family Tree Estate Planning has created this helpful infographic and document explaining the 10 simple steps to help your Estate Executor’s duties throughout the Probate process.   Here’s a PDF version of the Estate Executor’s Duties:        

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What You Should Know Before Hiring a Tax Attorney or a CPA via @UpCounsel Blog

What You Should Know Before Hiring a Tax Attorney or a CPA   This article was originally published on UpCounsel.     I see or talk to my CPA about once a week. That may seem a little extreme, but it’s because he’s brilliant, he gives great advice, and because he’s also my dad. Many […]

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What Does the New Tax Bill Mean for C-Corporations? via @UpCounsel Blog

What Does the New Tax Bill Mean for C-Corporations?   This article was originally published on UpCounsel.   By UpCounsel Business Attorney Ramsey Taylor Startup founders often have a lot of questions, but one of the most common is whether they should set up a C-Corporation for their new business. Alternatives usually considered are the […]

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Tax Business Plan Template: Everything You Need to Know via @UpCounsel Blog

Tax Business Plan Template: Everything You Need to Know   This article was originally published on UpCounsel.   Its a strategy for all aspects of your business. It is a necessity for those looking to start a tax preparation or tax consulting business.3 min read A tax business plan template is a strategy for all […]

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Type of Corporations for Small Business via @UpCounsel Blog

Type of Corporations for Small Business   This article was originally published on UpCounsel.   There are five types of corporations for small business to select from. They include sole proprietorship, partnership, LLC, C corporation, and S corporation.3 min read There are five types of corporations for small business to select from. They include sole […]

FTP Online Estate Planning: How To Make a Will For Your Digital Life

Online Estate Planning: How To Make a Will For Your Digital Life – via @AZCentral

Online Estate Planning: How To Make a Will For Your Digital Life   This article was originally published on AZCentral. Big-name websites and companies can track your activities to deliver targeted advertising and build up an astonishingly detailed profile. Question: Do you have suggestions for creating a digital will? Answer: Estate planning is one of […]

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Upon Death, Are Business Assets Subject to Probate? via @AZCentral

This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. Question from Anne in Prescott: My father recently passed away. His only asset of any value was his small manufacturing business Corporation. Is his business subject to probate? Answer: Anne, to answer your question I need to briefly answer a […]

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How To Avoid the Cost and Headaches of Probate Court – via @AZCentral

This article originally appeared on AZCentral.com – Please access the original article by clicking HERE. Staying out of probate court can save you thousands of dollars, time and frustration. In Maricopa County, there are about 22,000 probate cases a year, and the caseload has steadily increased in recent years. The term “probate” refers to the […]

Research: Shifting the Power Balance with an Abusive Boss

Executive Summary When confronting an abusive supervisor, employees often assume they have two choices: confrontation or avoidance. But new research suggests a third option: Targets of abuse can flip the script, shifting the balance of power in their favor when bosses make life miserable. As subordinates gain leverage over time, they can strategically influence supervisors to stop […]

Making Time to Really Listen to Your Patients

Executive Summary Modern medicine’s true healing potential depends on a resource that is being systematically depleted: the time and capacity to truly listen to patients, hear their stories, and learn not only what’s the matter with them but also what matters to them. Some health professionals claim that workload and other factors have compressed medical encounters to […]

Data From 3.5 Million Employees Shows How Innovation Really Works

Executive Summary The variables that make for a successful innovation program are independent of whether the company is seeking disruptive or incremental innovations. It doesn’t matter whether they’re asking for process or product innovation, what industry the company is in, or even, for the most part, whether the company is large or small. That’s according to […]

TIGTA Determines Improvements Are Needed In Estate And Gift Examination Processes

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

Planning ahead after a divorce

If you’ve recently divorced, your time likely has been consumed with meetings with attorneys and in negotiations, even if everything was amicable. Probably the last thing you want to do is review your estate plan. But you owe it to yourself and your children to make the necessary updates to reflect your current situation. Keep […]

How to Gain Credibility When You Have Little Experience

Executive Summary To be successful, young workers need to be seen as credible before they have had the opportunity to build expertise from the ground up. It’s an incredibly difficult obstacle for younger workers in their first job to overcome. But there are five activities that young professionals can do to jumpstart their career trajectories: leverage your research […]

Withdrawal of Proposed Tax Regulations Affecting Availability of Valuation Discounts to Family Business Owners

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

America's Top Restaurants Announced

The Michelin stars, however, are the coveted prize. They will be unveiled this month on separate days for each city, perpetuating the drama that surrounds them in the industry. San Francisco’s stars will be announced Oct. 12; Washington’s, Oct. 17; Chicago’s, Oct. 20; and New York’s, Oct. 30. The guidebooks will be available in print […]

Proposed Section 2704 Regulations to be Withdrawn

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

IRS and Treasury Department Announce Withdrawal of Proposed 2704 Regulations

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

The Key to Campbell Soup’s Turnaround? Civility.

Executive Summary The best way to truly win the hearts and minds of people, and generate huge returns for your organization and its stakeholders, is by leading with civility. This means spending a considerable amount of effort acknowledging people’s contributions, listening better, respecting others’ time, and making people feel valued. Research has shown that prioritizing civility can […]

The “Smart Society” of the Future Doesn’t Look Like Science Fiction

What is a “smart” society? While flights of imagination from science-fiction writers, filmmakers, and techno-futurists involve things like flying cars and teleportation, in practice smart technology is making inroads in a piecemeal fashion, often in rather banal circumstances. In Chicago, for example, predictive analytics is improving health inspections schedules in restaurants, while in Boston city […]

The Real Reason Superstar Firms Are Pulling Ahead

Executive Summary Across industries and across countries, a small number of “superstar” firms are pulling away from the competition. But why are these companies doing so well? One answer shows up in study after study: superstar firms are succeeding in large part due to information technology. However, superstars aren’t succeeding because of IT per se, but because […]

New York Special Needs Act Becomes Law

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

Survey Says Greenville, S.C., Has The Country's Smartest Spenders

Jon Lovette/Getty Images A recent study ranked the South Carolina city tops among places in America where residents are best at living within their means. The residents of Greenville, S.C., are the best among America’s metro areas at keeping their spending within their means, according to a new study by online loan marketplace LendingTree. The […]

FTC Advises Consumers to Block Suspicious Robocalls

“Which app works for you might depend on your phone’s operating system,” FTC consumer education specialist Alesha Hernandez advised in an article on the agency’s website. “Before you consider downloading any app, think about the call protection that you need and do your research.” She referred consumers to the CTIA, a trade association that has a comprehensive list […]

The Great Recession Drastically Changed the Skills Employers Want

Executive Summary The employment shift from occupations in the middle of the skill distribution toward those at the high and low ends is one of the most important trends in the U.S. labor market over the past 30 years. Previous research has suggested that a primary driver of this job polarization is something called routine-biased technological […]

Retirement Planning Tips at Age 50

So where do you begin? There are several formulas. In a recent Yahoo Finance article, David Rae, a certified financial planner, suggested this: “Add up all of your life savings — your 401(k), your investments, the money under the mattress — and then divide that by 25. Could you live on that amount comfortably for […]

What Science Says About Identifying High-Potential Employees

Executive Summary Scientific studies have long suggested that investing in the right people will maximize organizations’ returns. In a world of unlimited resources, organizations would surely invest in everyone.In the real world, however, limited budgets force organizations to be much more selective, which explains the growing interest in high potential (HiPo) identification. If we are […]

The Critical Skills for Leading Major Change in America’s Health System

At a time of profound volatility in the U.S. health system, change management is an essential skill for public and private leaders alike. For these leaders — and young people aspiring to careers as health care managers — one very practical question emerges. What are the critical skills for leading major change in our health system? As […]

How to Design Your IT Organization for Constant Evolution – SPONSOR CONTENT FROM DXC TECHNOLOGY

By Glen Robinson, Emerging Technology Advisor, Leading Edge Forum, DXC Technology We have moved from the Internet era in the early 2000s to the cloud era today; however, we will soon transition into the Matrix era – the Matrix being the term the Leading Edge Forum (LEF) uses to describe the intersection of multiple game-changing […]

Is Your Company Adapting Fast Enough to Thrive in an Increasingly Digital World? – SPONSOR CONTENT FROM DXC TECHNOLOGY

As digital technologies permeate all aspects of their operations, companies around the world anticipate the need for massive change over the next five years, according to a new global survey by Harvard Business Review Analytic Services. But can these organizations adapt fast enough? Almost all of the 376 business leaders in the survey said they […]

Whiteboard Session: How to Think Like an Entrepreneur

About Us Careers Privacy Policy Copyright Information Trademark Policy Harvard Business Publishing: Higher Education Corporate Learning Harvard Business Review Copyright © 2017 Harvard Business School Publishing. All rights reserved. Harvard Business Publishing is an affiliate of Harvard Business School. Source: HBR Whiteboard Session: How to Think Like an Entrepreneur

Mower Mishaps Among Strange Insurance Claims

Amino, a health care start-up that gathers data from insurance claims, culled these and many other unusual happenings from the International Classification of Diseases and Related Health Problems, 10th Revised Edition. Medical providers must determine a code for reimbursement purposes, and the publication lists every diagnosis for a medical condition and the corresponding code. It covers […]

Ferri v. Powell-Ferri: A trust decanting decision that is less than meets the eye (Part II)

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

Research: For Better Brainstorming, Tell an Embarrassing Story

Executive Summary Researchers have long studied how to make brainstorming sessions more effective — for example, by setting quantity goals, instead of quality ones.  A recent study indicates that people can also be primed for more creative idea generation when they kick-off such sessions by sharing embarrassing stories, which lowers their inhibitions and, thus, improves […]

The mysterious rise in knee osteoarthritis

Follow me on Twitter @RobShmerling While there are more than 100 types of arthritis, osteoarthritis is by far the most common. Osteoarthritis is the form of joint disease that’s often called “wear-and-tear” or “age-related,” although it’s more complicated than that. While it tends to affect older adults, it is not a matter of “wearing out” […]

Manage Your Stress by Monitoring Your Body’s Reactions to It

Jack is well-known in his company for delivering growth through high-performing, cross-functional teams. Where others get stuck in silos, he fosters innovation through collaboration. But these days, when you exit the elevator on his floor, you sense fear wafting through the halls. He’s nine months into a new role as Business Unit Leader, and a […]

Startup Accelerators Have Become More Popular in Emerging Markets — and They’re Working

Executive Summary For decades, we have heard that emerging markets are poised for huge growth that will yield even greater prosperity. But a long list of obstacles always seems to be getting in the way of realizing this potential. Startup accelerator programs have been touted as one path to faster progress. But is the boost that accelerators give in […]

How Energy and Economic Resilience Are Moving to the Top of the Corporate Agenda – SPONSOR CONTENT FROM SIEMENS

Corporate leaders are increasingly concerned about energy, seeing it not just as a cost to be managed but as a key to the future sustainability of their companies. Climate change also is a major concern. How are leading organizations dealing with this challenge? In this edition of the Quick Take, insights from the latest Harvard […]

California Expands Voluntary Disclosure Program for Out-of-State Trusts

On September 25, Governor Brown signed into law Senate Bill No. 813, which updated the California Voluntary Disclosure Program (VDP) to include out-of-state trusts with California beneficiaries and non-resident partners of out-of-state partnerships, and to allow the Franchise Tax Board (FTB) to waive the S Corporation or partnership late-filing penalty for specified returns under the […]

Final Regulations on PRIs Make for Inspirational Reading for Family Foundations

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

Avoiding Tax and Legal Missteps: 4 Takeaways

On September 20, Peterson Sullivan and Schwabe, Williamson & Wyatt partnered to host a seminar titled Avoiding Tax and Legal Missteps for the Construction Industry. Below are some of the key takeaways to consider: #1:  Claim Preservation and Accounting Backup—Justifying Quantum When claims arise on construction projects—for scope disputes, changed work, changed ‎conditions, delay or […]

REIT Implications of the New “Big Six” Tax Reform Framework

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

How to Teach Employees Skills They Don’t Know They Lack

Executive Summary Despite the billions of dollars companies spend on employee training, research shows that workers are unconsciously incompetent in 20% to 40% of areas critical to their performance. How can you teach people skills and knowledge they don’t know they lack? By redesigning corporate learning programs so they are adaptive and force users to […]

Samsung, Lee Jae-yong’s Conviction, and How Business in South Korea Is Changing

Executive Summary In late August, Lee Jae-yong, the heir apparent of Samsung, was sentenced to five years in prison. It was once unthinkable that the head of South Korea’s largest conglomerate could be sent to prison; Lee’s father, Lee Kun-hee, was twice pardoned by the government. But public sentiment, which used to hold that what […]

My Competitiveness Was Hurting My Sales Team. Here’s How I Realized It

Executive Summary Want to be surrounded by some of the most competitive people on the planet? Work in sales, where paychecks, bonuses, promotions, and stature are usually tied directly to organizational quotas and individual results. A little competition can be a good thing. But often it goes too far — and ironically, performance can suffer […]

What We Can Learn About Resilience from Female Leaders of the UN

Executive Summary It’s difficult enough to stay resilient in the face of high demands and changing circumstances. Imagine adding extreme physical conditions, threats to personal safety, natural disasters, armed conflict, large numbers of traumatized people, minimal infrastructure, and complex, multi-stakeholder relations to your list of challenges. While most of us do not face situations this […]

Diabetes: Adding lifestyle changes to medication can deliver a knockout punch

Plenty of research supports the common-sense notion that a healthy lifestyle can prevent or treat many diseases. A diet high in fruits, veggies, whole grains, and plant protein and low in processed carbs, added sugars, saturated fats; regular physical activity; and emotional well-being are the potent treatments that can prevent the need for or even […]

When Is a Will Valid in California?

Although much wealth passes today through trusts and beneficiary designations, we occasionally handle California probate disputes that turn on the validity of wills, sometimes involving high value estates. The standard practice in California estate planning is for wills to be typewritten and prepared by attorneys, but those steps are not necessary.  A holographic, i.e., handwritten, […]

Research: Missing Product Information Doesn’t Bother Consumers as Much as It Should

Consider the following situations: A surgeon creates an online profile of her qualifications and experience for potential patients, but she does not include her patient mortality rates. After one of her patients dies on the operating table, a lawyer for the patient’s family discovers that the surgeon deliberately withheld the mortality data. You are eating […]

Here’s What Mindfulness Is (and Isn’t) Good For

Executive Summary While mindfulness doesn’t necessarily work the way the hype proclaims, there are some things that a good mindfulness practice can really help with: focus, stress response, working memory, and corporate citizenship. By better understanding when mindfulness is the right approach — and how it works — HR and training programs can better enhance both leader performance and employee well-being. […]

How Businesses Are Reducing Their Energy Costs and Building Resilience – SPONSOR CONTENT FROM SIEMENS

Business leaders have significant concerns about energy. A Harvard Business Review Analytic Services report, sponsored by Siemens in conjunction with a national series of seminars focused on energy innovation, found that approximately 90 percent of executives feel significant pressure to reduce their energy spend, and more than 80 percent said fluctuating energy prices are a […]

Where There’s a Will There’s a Way?

On August 25, 2017, Maryland’s highest court, the Court of Appeals (the “Court”), visited issues arising from the statute providing for the valid execution, particularly attestation, of a Maryland will based on a statute that had remained largely unchanged since 1798. In Sadie M. Castruccio v. The Estate of Peter A. Castruccio et al., No. […]

Tax Law Uncertainty Should Not Delay Farming Business Succession Planning

Tax law uncertainty, should not prevent farming business succession planning as part of overall estate planning. Relevant Tax Law Changes and Overview Federal gift, estate and generation-skipping transfer taxes may apply to farmers and others.  (California has no such transfer taxes.) There is one unified exemption for gift and estate taxes, and an identical one […]

Flu shots during pregnancy

Is your head already spinning from all of the confusing information about the safety of routine vaccinations? Well, news of the latest findings regarding the flu vaccine during pregnancy certainly won’t help things. A group of researchers recently reported an association between a pregnant woman getting the flu vaccine and having a miscarriage. The authors […]

5 Ways to Help Employees Keep Up with Digital Transformation

Executive Summary The consumer products landscape is in the midst of a significant digital shake up. Success of these new ideas and approaches depends on the abilities, skills, and mindset of the company’s workforce. Work with leading consumer products companies around the world shows that there are clear practices and investments that drive a greater […]

Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible

As a soon-to-be college freshman many years ago, I was preoccupied with selecting roommates, finding bacteria-resistant shower shoes, and dreaming about the incredible freedom my 18-year-old adult self would have. Of course, it never occurred to me that it would have been prudent to have certain legal documents in place to make sure my parents […]

Traits of Scam Victims: Industriousness, Curiosity, Geniality

Industriousness Knowing you’re a diligent worker, scammers send out most malware-containing emails and mobile scams early in the business day, when you’re busiest or most distracted. The flow spikes right around lunchtime. Advice: Slow down. “Think before clicking on a link — especially during high activity times such as the upcoming holidays,” suggests Gary Davis […]

Court Affirms Judgment For Estate Representative Due To A Statute-Of-Limitations Tolling Statute

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra: Privacy Policy (Updated: October 8, 2015): hide JD Supra provides users with access to its legal industry publishing services (the “Service”) through its website (the “Website”) as well as through other sources. Our policies with regard […]

Thinking About a “Work from Anywhere” Arrangement? Ask These Questions First

Executive Summary Becoming location-independent and traveling the world is more possible than ever. With the internet and a laptop, scores of professions that were once desk-bound — consulting, writing, researching, designing, and more — are now free to conduct business from around the globe. But is the lifestyle right for you? Before making the decision, […]

Managing the Perks and Pitfalls of Proactive People

Executive Summary Companies need proactive employees. They are essential for suggesting, developing, and sustaining innovative new projects and for helping companies stay competitive. But organizations must make sure that proactive employees know the types of risks to take and those to avoid. On the one hand, top managers need to provide autonomy so that middle […]

Too Much Charisma Can Make Leaders Look Less Effective

Executive Summary Conventional wisdom suggests that the most charismatic leaders are also the best leaders. But research shows that, while at least a moderate level of charisma is important, too much may hinder a leader’s effectiveness. Three studies — involving 800 business leaders globally and around 7,500 of their superiors, peers, and subordinates — suggests that […]

How to Regain the Lost Art of Reflection

Executive Summary Executives spend too much time on information processing, reaction, and execution, and not enough on slow, deliberative, reflective thinking. But some CEOs have managed to resist these tendencies. Warren Buffett, Bill Gates, and Mark Zuckerberg read extensively, safeguard time for personal development projects, and constantly seek new stimulus and perspectives. Leaders such as […]

As European Banks Retreat from the World Stage, China Is Stepping Up

Executive Summary It has been 10 years since the global financial crisis, and the fall-out continues in the industry that was at its epicentre: banking. There has been a truly dramatic retrenchment from foreign markets, making banking a rare case of an industry becoming less, rather than more, global. But as European banks retreat, China […]

Equifax and Why It’s So Hard to Sue a Company for Losing Your Personal Information

Executive Summary The Equifax breach is different from previous breaches. It isn’t the largest or the most embarrassing, but it involves personal data that people didn’t directly give to Equifax, which makes the nature of the breach unique. The company is facing a number of lawsuits, and Congress is demanding answers. But U.S. citizens may find […]

Projected Estate and Gift Tax Exemptions for 2018 – How Much Can You Transfer?

The Consumer Price Index was released by the Labor Department in August 2017. Not everyone anxiously awaits the release of these numbers but the experts have now made estimates of how they will impact estate, gift, and generation-skipping transfer taxes for 2018.  These are not official numbers – the Internal Revenue Service will publish the […]

IRS Issues Proposed Guidance on the Definition of Registered Form

On September 15, 2017, the Internal Revenue Service (IRS) issued proposed regulations (REG-125374-16) amending the definition of obligations that are in registered form to take into account current market practices and changes made by the Hiring Incentives to Restore Employment Act. In addition, the proposed regulations clarify the types of arrangements that qualify as “pass-through […]

The Grocery Industry Confronts a New Problem: Only 10% of Americans Love Cooking

Executive Summary The food and grocery industry feels threatened by Amazon’s acquisition of Whole Foods, but it faces a bigger but quieter threat: the long-term decline of people’s interest in cooking. Instead of ignoring this behavioral shift, food companies should become more proactive by exiting categories that have no future, focusing on super-premium products, and using […]