Articles tagged with 'PracticeManagement' | The Missouri Bar

The State Judicial Records Committee recently approved a description change to the  eFiling document type previously labeled “Redaction Information Filing Sheet” to the new label of "CRIFS/Unredacted document" in an effort to more clearly denote whic...

By Jeffrey Schoenberger and Michelle WilleteSeveral legal technologies shone brightly in the last year; none more prominently than video conferencing…for everything. From client meetings to court appearances to grandma’s birthday, at some point we al...

By Ronny Loew, national sales director at ProCirrus Technologies, Inc.Whether driven by client requirements or scary headlines, IT security and compliance has risen to the forefront of firm planning and concern. Complying with the alphabet soup of re...

The 8th U.S. Circuit Court of Appeals recently affirmed a district court decision that included insurance proceeds received by a company for redemption of a decedent’s shares in valuing the shares for purposes of the decedent’s estate. In Connelly v....

By Josh Arnold, services manager at Accellis Technology GroupIt’s been a busy few months at your firm, and you’re seeing growth in all areas. This is great news, but there are some concerns you must face early and head on. With growth, firms must dea...

The average lawyer's inbox is overflowing with emails from clients, opposing counsel, support staff and others. That sheer volume can make it difficult to find important messages quickly. These tricks for Outlook users will help you get control over ...

By Jeffrey SchoenbergerFor solo or small firm lawyers, or solos with a small support staff, the “big boys” of legal document management systems, like NetDocuments or iManage, are overkill for your needs and possibly cost-prohibitive. Full-fledged doc...

The tax court recently addressed a spouse’s claim for innocent spouse relief in the context of an unreported income case with respect to her spouse’s financial activities. 

Starting July 1, the public will have expanded remote public access to nearly all public case documents. 

There are some big changes in store for Missouri lawyers starting July 1. Due to the launch of expanded remote public access, lawyers will notice three major changes in how they e-file in Case.net starting in July:How to file CRIFSs (Confidential Red...

By Matt Lurie, RubyIt’s no secret that lawyers are busy people. Writing briefs, communicating with clients, generating leads, conducting research, preparing for deposition, marketing services—an attorney’s list of tasks goes on and on. It’s no wonder...

“Unplug.” We’re often told by friends and coworkers to take a break from digital devices, be it on the weekend or during vacation. I can tell you that a complete “disconnect” doesn’t work for me. If it doesn’t work for you either, you’re not alone. A...

The tax court recently held that taxpayers were entitled to deductions related to their ranch property despite ongoing losses relating to the activity. In Wondries v. Commissioner of Internal Revenue1 the tax court found that the taxpayers had engage...

By: Danielle DavisRoe and Jeffrey Schoenberger, Affinity Consulting Group LLCThe early days of computer software were the Wild West for document file formats. Into the late 1990s, even products of the same name from the same software publisher were i...

Starting July 1, the public will have access to public court records from personal electronic devices, per a Supreme Court of Missouri rule change approved last year. The rule change heightens the importance of existing requirements for anyone filing...

You’ve probably heard that using Wi-Fi in a public place (be it the local coffee shop or the airport) isn’t the most secure way to connect to the internet. But have you stopped to consider how secure your home Wi-Fi connection is, or if your computer...

As 2022 wound down, Congress passed the Consolidated Appropriations Act, 2023, (“the appropriations act”) and President Biden signed it into law. The act includes the “SECURE Act 2.0” with multiple retirement-related changes that build on the Setting...

It’s the season for gifting! Take a break to explore the benefits of your Missouri Bar membership – and how we can help you even better serve your clients and communities.MOLAPWe know the practice of law can be stressful. The Missouri Lawyers' Assist...

Ah, winter. That magical time of year with cozy sweaters, glistening icicles – and snow days. Missouri weather can be unpredictable, so making sure you and your staff can access important documents if unexpectedly snowed (or iced) in is essential. Co...

As we approach the end of 2022, a variety of planning issues may be appropriate for year-end consideration. Individual taxpayers should consider applicable tax rates, the standard deduction, limits on itemized deductions, and multiple other issues. ...

Objections in the courtroom are an important tool for trial lawyers to know how to wield. These formal protests raised during trial or depositions often seek to encourage a judge to exclude the testimony or evidence of a witness, and sometimes occur ...

The Annual Labor & Employment Law Symposium is back for in-person continuing legal education for the first time in three years. Held this Friday, Nov. 11, at the Kansas City Marriott Downtown, the symposium will feature speakers well-versed in a vari...

JEFFERSON CITY, Mo. – As Missouri Chief Justice Paul C. Wilson has recognized, the state’s longtime chief disciplinary counsel – Alan D. Pratzel – intends to retire effective Nov. 11 after spending nearly four decades balancing public protection with...

Scott E. VincentScott E. Vincent is the founding member of Vincent Law, LLC in Kansas City. 

The 8th U.S. Circuit Court of Appeals recently affirmed a tax court decision denying deductions for management fees paid to a corporation’s shareholders. In Aspro,  Inc. v. Commissioner of Internal Revenue,[2] the Court of Appeals found that the mana...

by Smokeball Growing your law firm requires careful planning and strategizing. If you started your firm as a solo practitioner, you may already have completed some of these exercises, but now it’s time to think bigger about growth. Each firm will fin...

The U.S. Tax Court recently addressed the tax treatment of up front payments a continuing care community business received from its residents, and the business reported as income in later years as called for under generally accepted accounting princi...

Check out this quick video tip about conditional formatting in Microsoft Excel from the Affinity Insight course live training session Excel - Readily Readable Data. 

by Danielle DavisRoe, Affinity Consulting Creating and editing PDFs is a crucial set of skills in any professional setting. From basic editing to redacting sensitive information, anyone who works frequently with PDF documents can benefit from learnin...

By Nicole Black, MyCase  Does your law firm utilize technology that eases your workload by simplifying processes ranging from client intake to final billing? If not, you’re losing valuable time by relying on systems that are both outdated and unrewar...