Posts tagged with ‘Risk Management’

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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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    Case Study: A Violation of the Real Estate Settlement Procedures Act

    Always practice within the law. A mortgage brokerage firm had an arrangement with a lender who paid the firm based…

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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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    4 Devastating Accounting Disasters

    When you cook the books, you pay the price. The word disaster often brings forces of nature to mind: hurricanes…

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    Keys for Managing Real Estate Risk

    With great profits come great risks. Few industries know this better than the real estate industry. If you take the…

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    CPAs and Cybersecurity

    Cybercriminals are always hunting for identity theft victims. It is becoming increasingly important for you to take proactive measures to…

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