Category: Wisdom

The Why, What and How of Working with a Fractional CFO

By James Wheeler

According to California’s Employment Development Department, San Diego is home to more than thirty thousand small businesses of between five and fifty employees.[1] As a trusted advisor to these growing businesses, you may have observed that one of your clients would benefit from a level of financial expertise beyond the capabilities or capacity of their existing leadership.  Most of these small to medium-sized companies are not large enough to justify a senior financial leader on a full-time basis and may not have considered retaining with a fractional CFO (“fCFO”).  As an attorney and advisor, you may want to learn about what a fractional CFO can do to help their business. Read More

Demand Letters: Where Do You Draw the Line?

By David Carr

There is probably no bad time to discuss the ethics of extortionate demand letters, but this time may be better than most. These ethics may seem a little paradoxical, much like the crime of extortion itself – how can I be criminally liable for threatening to do something that is perfectly legal for me to do? But a close reading of authority shows that lines can be drawn that an attorney should not cross. Read More

Starting In-House: Pros and Cons

By Denise Davila

What fascinates me the most about being a lawyer is the versatility aspect of the career. As a lawyer you can do more than just work at a law firm. While starting at a law firm is often the recommended path due to the fundamental amount of experience it offers, embarking as in-house counsel for a company can also expose you to a variety of legal areas despite having only one client — the company. Both paths have their perks and drawbacks but choosing the right course will ultimately depend on your skills and lifestyle expectations. Read More

In the Race

How racing cars helps me keep my practice on track

By Jenifer Swanson

Since the very first time I went to a vintage car race as a little girl with my dad, I have been in love with the sport. My dad had a 1957 Corvette that he raced and I would go with him to every event to see him drive. As I grew up, I began to do more than just watch. Read More