Month: September 2018

A Daily Morning Routine Will Start Your Day Right

By Monty McIntyre

The Problem: 

Lawyers know that the law is a “jealous mistress.” It demands lots of our time and attention and includes constant deadlines set by others. This can cause stress. The Internet and Social Media have made life even more stressful with constant input 24/7 and demands for an immediate response from our clients and others. Read More

Privacy Screens: A simple and affordable way to help protect client information

By Adriana Linares

Shoulder surfing: it’s a thing. How do I know? Because I’m a pro. A hard-core perp. My mental breaks are taken by peeping over your shoulder to watch your movie, read your texts and emails, or review your client’s confidential legal documents with you — hey, I’m here to help! Well, truth is, I’m just looking around but people make it so easy. No one uses privacy screens (well, at least one of us does) and just about everyone over 40 has HUGE FONTS (thanks, presbyopia). This makes the act of shoulder surfing easier than ever. Read More

Balancing Values: A Conversation About Reduced Billable Hours

By Christine Pangan

You may have heard of the “reduced hours” programs that many firms have, but how does it actually work? According to Michael Attanasio, at Cooley LLP, for example, anyone with good reason can request an arrangement and still be considered for partner at the appropriate time. We asked attorneys Christina Morgan and Susan Nahama about their experiences in similar programs at different firms. Read More

No BK for You! Cannabis Enterprise Kicked Out of Ch. 11 Line

By Tyler McQuillan

‘Those familiar with the blossoming cannabis industry are readily familiar with certain limitations imposed upon the “legal” cannabis business. From tax inefficiencies spurred by Internal Revenue Code 280E to limitations on change in ownership (i.e., M&A), navigating the capital markets can be an exercise of corporate and securities gymnastics. And through In re Healing Nature, LLC,1 the United States Bankruptcy Court has confirmed that ancillary companies may also lose their place in the Chapter 11 line. Read More

The New Rule 4.1 “Truthfulness in Statements to Others”

By Richard D. Hendlin 

When the new and revised Rules of Professional Conduct become effective on November 1, 2018, California will finally join the other 49 states which have already adopted some version of American Bar Association (ABA) Model Rule 4.1 “Truthfulness in Statements to Others.”  California’s Rule 4.1 provides: Read More

The Why, What and How of Working with a Fractional CFO

By James Wheeler

According to California’s Employment Development Department, San Diego is home to more than thirty thousand small businesses of between five and fifty employees.[1] As a trusted advisor to these growing businesses, you may have observed that one of your clients would benefit from a level of financial expertise beyond the capabilities or capacity of their existing leadership.  Most of these small to medium-sized companies are not large enough to justify a senior financial leader on a full-time basis and may not have considered retaining with a fractional CFO (“fCFO”).  As an attorney and advisor, you may want to learn about what a fractional CFO can do to help their business. Read More