Not so privileged: Massachusetts court cracks down on shared emails
3/31/25
By: Josette E. Brooksbank and Jessica Gray Kelly
In Allen v. Christensen, the Massachusetts Superior Court issued a discovery ruling clarifying the distinction between attorney-client privilege and the work product doctrine. The decision underscores the risks of sharing privileged …
BOI reporting update – The interim rule has arrived
3/24/25
By: William R. Covino and Nancy M. Reimer
Tax practitioners who been following our client updates will be pleasantly surprised to learn the Financial Crimes Enforcement Network (“FinCen”) has issued its interim final rule, removing the requirement for U.S. Companies …
BOI penalties further suspended against U.S. citizens and domestic corporations
3/3/25
By: William R. Covino and Nancy M. Reimer
Recent developments concerning Beneficial Ownership Information Reports (the “BOI Reports”) and the Corporate Transparency Act (the “CTA”) have likely caused tax practitioners to reconsider how best to advise domestic corporations and foreign …
BOI reporting deadline delayed again!
2/28/25
By: William R. Covino and Nancy M. Reimer
Tax practitioners who have been following our prior client updates may be wondering: who, if anyone, actually wants to require millions of small businesses to file Beneficial Ownership Information (“BOI”) reports under …
Ohio Appellate Court ruling reinforces limits on hospital liability for medical malpractice
2/26/25
By: LaShay L. Byrd and Kyle M. Virgin
On January 21, 2025, in Sullivan v. Mercy Health1, the Twelfth Appellate District of Ohio reaffirmed that hospitals cannot be directly sued for medical malpractice. This case highlights the ongoing …
The clock is ticking – New BOI reporting deadlines
2/20/25
By: William R. Covino and Nancy M. Reimer
After several months of waiting, tax practitioners finally have clarity: millions of business owners will need to prepare and file beneficial ownership reports (“BOI Reports”) under the Corporate Transparency Act (the “CTA”). …
Inching closer to a BOI reporting requirement – a potential 30-day extension
2/10/25
By: William R. Covino and Nancy M. Reimer
A new deadline to file beneficial ownership reports (“BOI Reports”) may be imposed soon. As our prior client updates have reported, approximately 32.6 million business entities have been trying to predict whether …
2/3/25
By: Kevin R. Stone
The American Bar Association recently issued a Formal Opinion. This blog presents a summary of that Opinion. The Opinion addresses situations in which (1) a lawyer gives advice to a client-organization through its constituents; (2) the lawyer …
1/30/25
By: Donald Patrick Eckler and Jessica K. Sterna
What is sufficient knowledge of an injury to trigger the statute of limitations where the plaintiff alleges the defendant lawyer had a duty to disclose fraud?
This issue was presented to and …
It’s back, for now – Nationwide ban lifted on Corporate Transparency Act
1/24/25
By: William R. Covino and Nancy M. Reimer
One lesson is certain: tax practitioners trying to navigate whether their clients must file beneficial ownership reports (“BOI Reports”) must remain vigilant.
Yesterday, in McHenry v. Texas Top Cop Shop, U.S. …
Balancing ethics and client wishes: Navigating the attorney’s dilemma
1/7/25
By: Donald Patrick Eckler and Jessica K. Sterna
Attorneys often face complex ethical decisions, especially when they must balance their client’s wishes with their professional obligations. One of the most challenging situations arises when questions of mental capacity come into …
Tick-tock! Illinois Appellate Court clarifies when the statute of limitations begins
12/31/24
By: Thomas T. Bishop and Donald Patrick Eckler
The Illinois Appellate Court, First District recently clarified what qualifies as “notice” for the statute of limitations in an accounting malpractice case.
In Montes v. Gomez Pietrzyk, 2024 IL App (1st) …