2018

The Tax Cuts and Jobs Act (the Act) has radically changed income and estate taxation for many Americans, calling for new approaches to various aspects of planning for U.S. individuals. Although changes also were made to…

Megan Respol has left her role as InterActive Legal's Finance & Operations Coordinator to pursue  a Master’s in Criminology at Florida State University’s College of Criminal Justice.  Megan served her role well, having…

This webinar will focus on drafting third-party and first-party SNTs in InterActive Legal’s various practice systems.

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal…

Each InterActive Legal practice system provides subscribers with the ability to draft one or more types of irrevocable trusts. All systems contain the standard Irrevocable Trust, which can serve multiple purposes, and will be the primary…

You’ve probably heard that policies, procedures, systems, and processes will not only save your sanity, but also make you and your team more efficient. Maybe you even “get” it and want to document your processes, but don’t know where to…

Retainer agreements are critical to establish and document the understanding the practitioner has with the client. What should practitioners consider including in a retainer agreement?

Practitioners who regularly work with special needs clients are probably aware that the Social Security Administration ("SSA") released revisions to the Program Operating Manual System ("POMS") on April 30, 2018. But since many of us…

InterActive Legal was recently certified by Industry Era, a digital technology magazine that features enterprise solutions that can play a key part in redefining the business goals of organizations, as one of the “10 Best Technology…

You’ve spent months, years - maybe even decades - serving your clients and building your business. You’ve probably spent just as long assembling the team that helps you do it all. You brought them onboard, trained them; you know they know…