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Metz Lewis Brodman Must O'KeefeMetz Lewis Brodman Must O'KeefeMetz Lewis Brodman Must O'KeefeMetz Lewis Brodman Must O'Keefe

Monthly Archive for: "July, 2018"

Home » Archives for July 2018
  0
LeRoy Metz II, Attorney at Law

Taxpayer First Act of 2018

By LeRoy L. Metz, II
In Tax and Estate Planning Posted LeRoy L. Metz, II / Posted on July 24, 2018

Both the House of Representatives and the U.S. Senate are working on a tax bill which, among other changes, aims to protect taxpayers from identity theft and the tax fraud that can follow. If the [...]

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Rachel Felton, Attorney at Law

FMLA Forms Update

By Rachel D. Felton
In Employment and Labor Posted Rachel D. Felton / Posted on July 20, 2018

The United States Department of Labor (DOL) maintains Family and Medical Leave Act (FMLA) forms, including a notice of rights and responsibilities, a doctor’s certification, and a [...]

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LeRoy Metz II, Attorney at Law

IRS Penalty Abatement

By LeRoy L. Metz, II
In Tax and Estate Planning Posted LeRoy L. Metz, II / Posted on July 13, 2018

Recently the IRS Office of Chief Counsel advised that taxpayers with a record of prompt filing of returns and prompt payment of (or prompt arrangement to pay) their federal income taxes for at [...]

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Metz Lewis Brodman Must O'Keefe

Court Decision: Does ERISA Apply to Your Severance Plan?

By Metz Lewis Brodman Must O'Keefe
In Tax and Estate Planning Posted Metz Lewis Brodman Must O'Keefe / Posted on July 10, 2018

One issue that is overlooked by some employers is whether a company severance plan is subject to ERISA. Determination of whether a plan is subject to ERISA is necessary for avoiding costs of [...]

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David Jaffe, Attorney at Law

Mezzanine Capital: The “Middle” in Middle Market Finance

By David Jaffe
In Corporate Issues Posted David Jaffe / Posted on July 9, 2018

Many lower middle market business clients looking for financing options often hear their bankers and financial advisors refer to mezzanine capital, but few understand its true purpose and [...]

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George R Thomas

Beware of Sharing Privileged Communications in Due Diligence

By George Riley Thomas II
In Corporate Issues Posted George Riley Thomas II / Posted on July 6, 2018

The attorney-client privilege protects from discovery or other disclosure confidential communications between an attorney and a client for the purposes of obtaining or providing legal assistance. [...]

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George R Thomas

M&A Deal Success for SCIO Health Analytics

By George Riley Thomas II
In News Posted George Riley Thomas II / Posted on July 3, 2018

Metz Lewis M&A team led by George Thomas and including Tim Kravetz, Allyson Matvey, and Nick Holland represented long-time client SCIO Health Analytics in connection with its merger with EXL.

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Metz Lewis Brodman Must O'Keefe

California Passes Sweeping New Privacy Law

By Metz Lewis Brodman Must O'Keefe
In Corporate Issues Posted Metz Lewis Brodman Must O'Keefe / Posted on July 2, 2018

On June 28, 2018, California passed the California Consumer Privacy Act of 2018. This Act, effective January 1, 2020, will give California residents rights very similar to certain GDPR rights, [...]

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