Happy Holidays

Wishing you and yours a wonderful holiday season!

A Scam in Time for Christmas

Law firms routinely collect and issue W9 and 1099 forms. But if you receive an email requesting a tax form and weren’t expecting it, think twice. Ask yourself:

  • How did the email arrive? Via a website contact form, via your blog, or addressed to a specific person in your firm who would deal with such matters?
  • Do you recognize the sender?
  • Does the sender’s domain exist?
  • Does contact information given in the email match what you find on the web?
  • Do your records reflect that you did business with the sender this year?
  • Does any part of the email message seem “off?”

Remember scams can seem innocuous, even apologetic:

We are updating our new financial software and see that we don’t have a current W-9 or your tax id number in our system. If we could get this at your earliest convenience that would be wonderful. We realize and understand that you are tax exempt, but we would love to have the information fully entered into your new system. Thank you for your help and understanding. If you would like you can fax it to XXX-XXX-XXXX.
Have a great day!

When a request seems fishy (we understand you are tax exempt?) or oddly worded (we would love to have the information fully entered into your new system?!) take the time to independently verify legitimacy. Check your records, run a web search on the purported sender, and pick up the phone. Don’t use the contact information given in the suspicious email. Avoid replying, submitting a fax, or clicking on any links the message may include. Most importantly, educate staff on all levels and keep your antennae up for new variations of scams.

All Rights Reserved 2019 Beverly Michaelis

CLE Sale – Buy 2, Get 1 Free

MCLE season is upon us. Starting today through December 31, buy two CLE programs and get a third one free by entering the code BUY2 GET1FREE at checkout! All CLEs are current and accredited by the Oregon State Bar. Visit Oregon Law Practice Management On Demand CLE and choose from any of these programs:

Oregon-Specific Ethics Credits

General Ethics Credits

Practical Skills/General Credits

Personal Management Assistance Credits

Save with the BUY2 GET1FREE discount

Browse the CLEs, select 3 programs, then click the shopping cart icon at the top right of your screen. Choose Checkout, enter BUY2 GET1FREE in the discount field, and click Apply.

Instant digital delivery with options to save to the cloud or your mobile device

Links to digital files are delivered instantly at checkout with your purchase confirmation email. Download, stream, save to Dropbox, or send files to your mobile device or desktop computer.

Add credits now to your MCLE transcript

After you screen a program, you can add it immediately to your online Oregon State Bar MCLE transcript record. Download the instructions here.

Your on demand CLE purchase includes

  • MP4 download (combined audio and video file)
  • M4a download (audio only)
  • Written program materials, including presentation slides and resources
  • Answers to polling questions asked during the live CLE
  • MCLE information

Free eBook!

If you visit my online store, be sure to download your free copy of Tips for Improving Client Relationships.

Secure payment processing

All transactions are handled by Selz and protected with encryption. Selz is SSL secure and PCI compliant. Visa, MasterCard, American Express, and Discover accepted. Click here to buy CLEs and save money!

All Rights Reserved 2019 Beverly Michaelis

 

 

Ethics of Disaster Recovery and Data Breaches

Coming December 10 at 1:00 pm Eastern, 10:00 am Pacific – a lawyer’s ethical duties in responding to disasters and data breaches. Featuring ABA Formal Opinion 483: Lawyers’ Obligations After an Electronic Data Breach or Cyberattack and Formal Opinion 482: Ethical Obligations Related to Disasters (2018).

This session will offer real-life examples on how to recover from a disaster or a data breach — ethically.

Disasters and data breaches bring with them conflicting priorities to resolve. Duties of disclosure compete with those of confidentiality for your attention. The responsibility to provide legal services for which your clients have contracted may be adversely affected by disaster. Model Rules 1.4 and 1.6 provide the standards and the recent ABA opinions flesh out your ethical duties in the event of a disaster (natural or man-made) or a data breach (which is of course a very specific form of a disaster!).

Join our panel of experts as they guide you through these opinions with practical examples of how best to ensure you and your clients are protected in the face of this new world and all it has to throw at you.

This is a free CLE for ABA members. Register here.

All Rights Reserved 2019 Beverly Michaelis

Coping with Holiday Stress

You may feel there’s nothing you can do about stress. The bills won’t stop coming, there will never be more hours in the day, and your work and family responsibilities will always be demanding. However, you have more control over stress than you might think. No matter how stressful your life seems, you can take steps to relieve the pressure and regain balance.

How? By using the four A’s: avoid, alter, adapt, or accept.

For specific advice on how to cope with holiday expectations and holiday-related stress, review these articles from the Oregon Attorney Assistance Program:

All Rights Reserved 2019 Beverly Michaelis