Julie Herzog

Join us for an insightful discussion on charitable opportunities with business owners, emphasizing charitable planning before a liquidity event. We will delve into supporting case studies, various giving vehicles, and their relevance to different client profiles, including the donor-advised fund landscape. Additionally, we will explore legislative updates and the concept of impact investing through charitable vehicles. #CharitablePlanning #ImpactInvesting #DonorAdvisedFunds #LegislativeUpdates

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CEO Succession Planning: CEO succession planning plays a critical role in long-term business success as CEO turnover rate increases Read full article - Link here - https://ow.ly/RMY750SlzNV #CEOSuccessionPlanning #LeadershipTransition #BusinessSuccess #CEOturnover #LongTermStrategy #ExecutiveSuccession #CorporateGovernance #LeadershipContinuity #SuccessionStrategy #CEOReplacement #acc #corporatecounsel #generalcounsel #inhousecounsel #corporatelaw #fractionalgc #commerciallaw #businesslaw

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Excited to share my latest piece in Forbes: "The Business Owner's Guide to Prenuptial Agreements" where I delve into why a prenup is not just a legal necessity but a strategic tool for protecting both your personal and professional life. For entrepreneurs, marrying without a prenup can blur the lines between personal assets and business investments. I discuss how prenups provide clarity, protect business assets, and support emotional and financial stability. And of course, if you need a prenup ➡ HelloPrenup

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I'm excited to share my fantastic conversation with Emily Logan Stedman for my Happy Rainmaker video series. Emily's advice on carving out time for yourself and cultivating hobbies outside of work is invaluable. We also delved into recognizing burnout and taking proactive steps to address it. Watch the full video for more tips on staying resilient and maintaining well-being in your legal career. Check out the link in the comments below! #HappyRainmaker #SelfCare #LegalWellness #LinkedinVideo #Burnout #WorkLifeBalance #LawyerLife #Interview

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Resharing this week's spotlight covering select Healthcare Private Equity Deals and other happenings in the industry. If you find this information helpful, please like, comment and share with others in your network. https://lnkd.in/gZey4bvv #privateequity #healthcare #privatecredit

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Explore the importance of aligning personal goals with family values and implementing structured planning to prioritize family time amidst work commitments with Jamie Peer. Join us on this episode of Veteran Led to discover strategies for achieving a harmonious balance in life.​ Listen to the full episode on Apple: https://lnkd.in/d6CsVGdN​ #WorkLifeBalance #FamilyPriorities #IntentionalPlanning #VeteranLed​

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Ensure Smooth Business Transitions with Effective Exit Strategies In business partnerships, having a clear exit strategy is essential. At Dresser Law PLLC, we help partners develop exit plans that ensure smooth transitions and minimize potential losses. Whether it's retirement, selling your interest, or other changes, a well-defined exit strategy protects both the departing partner and the remaining business structure. Key Benefits: Smooth Transitions: Prevent disruptions by outlining how transitions will be handled. Minimize Losses: Protect financial interests and the business’s future viability. Don't wait until it's too late to plan your exit. Proactive planning with Dresser Law PLLC can save you from future complications and ensure that all partners are prepared for eventual changes. 📞 Interested in creating or reviewing your partnership exit strategy? Contact Dresser Law PLLC at (269) 689-8527 for legal guidance. #BusinessPartnerships #ExitStrategy #BusinessLaw #BusinessPlanning #MichiganBusiness 

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Are you dealing with tax troubles with the Internal Service Revenue? Tax Tea with Melinda Tolbert got you covered! I'm Melinda Tolbert, an award-winning Tax Relief expert, and I'm here to share my expertise on IRS secrets and tax relief strategies. If you've enjoyed the episodes and found them useful, please leave a review and let me know your thoughts! https://lnkd.in/exkCXW_R #TaxTeaPodcast #TaxTips #IRSSecrets #TaxRelief #Podcast #MelindaTolbert

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Top 5 reasons to request a free trial of CEB Practitioner .... 1) Start your research with the most extensive library of California practice guides on the market. 2) Stay up to date with daily law alerts and articles on the latest developments in your practice area. 3) Understand the broader context of your matter and complete even unfamiliar tasks faster with Practitioner’s workflows, how-to guides, strategy notes, checklists, and annotated Sample Documents. 4) Leverage best-in-class legal search to find the most relevant content. 5) Use TrueCite® to validate if your case is still good law. Get started today! 👉 https://lnkd.in/gfyumMuw

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“What we are seeing is a broad awakening of managing partners who realize that while having business professionals in place is critical, having the right business professionals is mission critical.” In a recent The American Lawyer article authored by Patrick Smith, Calibrate CEO Jennifer Johnson provides commentary on the current state of c-suite #hiring in the Am Law 200, emphasizing the growing importance of having business professionals in place in order to drive firm success. https://lnkd.in/e_TCezs5

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Join our experts, Jonathan Buss and Kirk Strandjord, as they discuss an "Overview of Endorsements" for #CRE on June 20th. Read our #CREInsider blog for a preview of this topic and REGISTER to save your seat. #blog #CLEwebinar #cre

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Our co-founders, Nona Yehia and Caroline Croft Estay, sat down with Regina "Gina" Kline, founder & managing partner of Enable Ventures. Gina is also a widely recognized civil rights lawyer dedicated to building the future of work by advancing the rights and interests of people with disabilities. These three thought leaders got together to discuss SSI (Supplemental Social Income). If you're not familiar with the term, SSI benefits are monthly payments to people with disabilities. Many individuals rely on these benefits, yet the current program can end up penalizing disabled and elderly Americans for working, saving for the future, and getting married. Right now, individuals receiving SSI benefits are limited to $2,000 in assets; for married couples it’s $3,000. The average current monthly benefit is $585 for individuals. For approximately 60% of recipients, SSI is their only source of income. In fall 2023, U.S. Senators Sherrod Brown (D-OH) and Bill Cassidy (R-LA) introduced The Savings Penalty Elimination Act.  This bipartisan push would raise those caps, which have not been changed since 1984, to $10,000 for individuals and $20,000 for married couples, and index them to inflation moving forward. You can probably find articles about it online --or-- You can pour a glass of your favorite beverage and enjoy a 40 minute informative and engaging conversation between three visionary women who all have experience dealing with SSI in one way or another. Watch it here: https://lnkd.in/gR6qJitW

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We often hear about business credit scores, but how much do we really know about them? For small business owners and entrepreneurs, understanding this financial data can be the key to unlocking growth opportunities. Whether you’re seeking financing, negotiating better terms with suppliers, or simply building a strong financial reputation, your business credit score plays a crucial role. Private Practice Transitions is here to discuss everything you should know about business credit scores, from what they are to why they’re important. We’ll also share some helpful tips on how you can raise yours over the years. https://hubs.li/Q02FtHRm0

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"Every time someone told me no, it just made me want to do it more." In this episode of The Game Changing Attorney Podcast, our very own Jan Dils and Michael Mogill tackle: 👉🏻 Transforming criticism into unstoppable growth 👉🏻 The myth of work-life balance 👉🏻 Amplifying your impact to create an enduring legacy Listen to the full podcast here: https://lnkd.in/gw99Vji4 #JanDils #GameChangingAttorney #Podcast

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Founders often misconstrue that ownership and control are directly related, but that doesn't have to be the case. Join me next week for a 30 minute free webinar: https://lnkd.in/g3hAw4ku

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It's not a teacher's job to teach you about wealth — that's a task for those who've mastered it themselves. For real insights on building and sustaining wealth, tune in to Episode 277 of the #GCAPodcast featuring Garrett Gunderson: https://lnkd.in/eHFxC_-Z

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