The IRS just announced a March 3 webinar covering the individual tax provisions in the One Big Beautiful Bill, nicknamed by some as OB3 or O’BuBba. The webinar is FREE and participants who qualify will receive a Certificate of Completion, earning up to 2 CE Credits. You can register at the link below: https://www.webcaster5.com/Webcast/Page/1148/53630 OR…
Using AI Killed Attorney-Client Privilege
In the United States District Court for the Southern District of New York, Judge Rakoff handed down a Memorandum decision after a pretrial conference that could have far-reaching implications. First, STOP USING AI to get legal answers, until you read this. In the case of United States of America v Bradley Heppner, Judge Rakoff held…
Ruling Impacts Estate Plans: Is Yours Affected?
I am writing to all of my clients and also their other attorneys, accountants and financial planners. This is a very important update that could apply to many clients. Your job is to look at your Will, or, if you have a living Trust, to look at it. Does your Will or Trust have a “Marital…
New Paralegal – Jennifer “Jenny” Cohen
Joining us with with an ABA Approved Paralegal Certificate and NALA (Knowledge) certification, as well as 2+ years of paralegal experience and 5+ years of office management experience, is our newest paralegal, Jennifer “Jenny” Cohen. Jenny is a graduate of the University of Kansas with her paralegal training at Collin College (4.0 GPA). Jenny will…
New Attorney – Martin P. “Marty” Adler
With over 25 years of multidisciplinary experience at the intersection of law, finance, and family enterprise, Marty brings a unique and practical perspective to our firm. His career spans executive and fiduciary leadership across various private companies and family offices, including serving as Chief Legal Officer and Interim CFO for first-generation multi- brand restaurant and…
We Are Moving
On May 1, we will be in our new location two buildings north of where we are now. The new address will be 14901 Quorum Drive, Suite 300, Dallas, Texas 75254. Phone numbers will remain the same. Please update your records, and please come visit. We would love to show you around.
CTA IS BACK ON
Today the United States Supreme Court put a hold on the district court’s injunction against enforcing the corporate transparency act. The document said: Application (24A653) for stay presented to Justice Alito and by him referred to the Court is granted. The December 5, 2024 amended order of the United States District Court for the Eastern…
Dallas County Probate Courts Are Moving
This announcement has been posted on the Dallas County website: Public Notice: Relocation of the Probate Courts and Clerks’ Offices The Probate Courts and County Clerks’ Probate Division will be relocating to a new location at the George Allen Courthouse. To facilitate this transition, the offices will be closed from Friday, January 17, 2025, through…
FINCEN Reacts to CTA Injunction Reinstated by 5th Circuit
FINCEN has responded to yesterday’s order by the Fifth Circuit, posting on their website (https://www.fincen.gov/boi) the following (keep reading after the end of this announcement): In light of a recent federal court order, reporting companies are not currently required to file beneficial ownership information with FinCEN and are not subject to liability if they fail…
CTA Injunction Reinstated by 5th Circuit
By order dated today, December 26, 2024, the Fifth Circuit reversed itself and allowed the temporary nationwide injunction from the District Court to remain in effect. Quick recap: On December 4, 2024, the US District Court for the Eastern District of Texas, Sherman Division (No. 4:24-CV-478), issued a nationwide order enjoining enforcement of the Corporate…