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Private Client Services Update - A Taxing Campaign: Clinton and Trump's Individual, Estate, and Gift Tax Plans
The 2016 election has been taxing for all of us in many ways, so we’re here to try to summarize Hillary Clinton and Donald Trump’s proposed tax plans as simply as possible and without any political opinions or analysis of wide-reaching implications in the case that either plan was to take effect.
By Ellis H. Pretlow and Private Client Services

Manufacturing & Distribution Client Advisory - September 2016
All too often the news is splashed with stories of cybersecurity breaches.
By Nicole J. Harrell and Timothy O. Trant II

Credit Union Foundations Are a Vehicle to Grow Membership
Legal fine points for credit unions interested in creating a charitable foundation.
By David Kamer and E. Andrew Keeney

Keeping Your Marketing Pitches Compliant
E. Andrew Keeney presented Keeping Your Marketing Pitches Compliant for a NAFCU webcast on September 14, 2016.
By E. Andrew Keeney

Private Client Services Update - September 2016
Beginning for decedents who die on or after January 1, 2017, the newly revised Virginia augmented estate statute significantly changes the rights of surviving spouses, even taking into account how long the parties were married.
By Sarah E. Messersmith and Private Client Services

Arbitration: The CFPBs Latest Bogeyman
Why arbitration provides members and credit unions a better option for resolving disputes than running to court.
By Dustin H. DeVore and John M. Bredehoft

Manufacturing & Distribution Client Alert - August 2016
Thanks to the U.S. Department of Labor, Wage and Hour Division’s new rule published in May 2016, millions of formerly exempt employees will now be eligible for overtime pay.
By Sharon Kerk Reyes