Posts tagged with ‘Manage my risk’

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    Case Studies: Make Sure the Licenses Line Up

    Don’t let history repeat itself. You check your paperwork 10 times to make sure it's accurate. You clear room in…

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    Set the Ground Rules for Wire Transfers

    Refuse to become the next victim—demand a phone call. Scammers are inserting themselves into transactions with a level of unprecedented…

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    Real Estate Risk Management Roundup

    Don't make these same mistakes. You can never have too much safety. When you work a real estate deal, you…

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    Comfort Letters – What to Do?

    Requests for comfort letters from loan underwriters and other parties have generated significant buzz in the accounting community. The topic has…

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    Simple Steps to Set up a Docket and Calendar System

    Organize, prioritize, and prosper. Docketing is a critical process for any law firm, from the solo proprietor who only handles…

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    Sharpen Your Sword for Snapchat Legal Battles

    Don't ignore the power of Snapchat evidence. In "The Art of War," Sun Tzu wrote, "If you know neither the…

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    Avoid Wire Transfer Scams in 8 Steps

    Stop cyber thieves in their tracks. During real estate transactions, hackers attempt to divert closing proceedings from attorneys, banks, title…

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    Know the Rules of Engagement

    Always leave a paper trail. Too often, attorneys cite great client relationships as their reason for not using official letters.…

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    Avoid Tax-Related Claims with Continued Education

    A real-life claim situation. Countless accountants pursue comprehensive continued education to prevent harmful claims. If you stay current with ever-changing…

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    5 Steps to Take When a Claim Threatens Your Career

    Call, write, and stay proactive. Your client taps her nails on the chair as she sits in the customer lounge.…

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