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Georgia Practice Advisor

Office Management, Ethics and Technology Tips and Advice from the State Bar of Georgia's Law Practice Management Program and the Office of the General Counsel

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Tag: trust account

Ethics, Finance

Lawyers Accepting Credit Cards Beware!

January 11, 2013January 14, 2013 georgiapracticeadvisor

By accepting credit cards, your firm is considered a “merchant” under the Housing Assistance Tax Act of 2008.  Guidelines from this Act in effect as of January 1, 2013, requires all merchants to have an EXACT match for their federal tax identification number (FTIN) and their legal name on file with the IRS.  You might have already been contacted by… Continue reading Lawyers Accepting Credit Cards Beware!

Tagged billing, credit cards, debit cards, ethics, financial management, merchant account, trust accountLeave a comment
Practice Management

Start Up Advice for Georgia Lawyers

July 24, 2012July 24, 2012 georgiapracticeadvisor

The Law Practice Management Program remains a secret treasure for many Georgia lawyers. In fact, it seems that there is rarely a time when larger audiences here don't show a sliver of hands that admit to not having heard of the service. That's okay for now, but as the legal services landscape continues to change,… Continue reading Start Up Advice for Georgia Lawyers

Tagged cloud computing, law practice management, legal technology, office management, opening a law office, practice management, small firm, solo, startup advice, trust accountLeave a comment
Ethics, Finance, Practice Management, Technology

Give Me a Minute and I’ll Give You a Million Dollar Case

June 27, 2012July 2, 2012 georgiapracticeadvisor

Georgia lawyers have not been exempt from the rash of online and even in-person scams that have become prevalent here in the United States.  Here’s an example: Hi Counsel,  My name is Liudmila Yuldasheva. I'm contacting your firm in regards to a divorce settlement with my ex-husband (Bernheim de Yuldasheva) who resides in your jurisdiction.… Continue reading Give Me a Minute and I’ll Give You a Million Dollar Case

Tagged background checking, banking, client intake, client selection, data protection, email scams, financial management, scams, trust accountLeave a comment

DISCLAIMER – PLEASE READ

INTERPRETATIONS OF THE GEORGIA RULES OF PROFESSIONAL CONDUCT (ETHICS RULES) AND THEIR APPLICABILITY IN ANY OF THESE BLOG POSTS ARE INFORMAL OPINIONS ISSUED PURSUANT TO BAR RULE 4-401.  THEY ARE THE PERSONAL OPINIONS OF THE ASSISTANT GENERAL COUNSEL CO-AUTHOR, AND ARE NEITHER A DEFENSE TO ANY COMPLAINT NOR BINDING ON THE STATE DISCIPLINARY BOARD, THE SUPREME COURT OF GEORGIA OR THE STATE BAR OF GEORGIA.

Header Photo by Trent Erwin on Unsplash

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