Keeping ahead of COVID-19
This rapidly evolving coronavirus (COVID-19) has imposed a fluid situation upon our community and its businesses. The team here still aims to maintain a “business as usual” approach, we are still meeting with clients in person. We are also offering video and telephone appointments to all our clients.
BOZEMAN OFFICE 406-582-8822 HELENA OFFICE 406-449-4829


New Directives

Posted on February 25th, 2021

A Tax Planning Attorney as a Resource For Your Business As I sit down to write this article, I struggle for ideas. There are a few new directives coming out from the federal government, and a few from our Governor’s office. PPP Loan Packages There is a new PPP loan package coming out, and by […]

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You Don’t Win if You Don’t Learn

Posted on February 11th, 2021

Gain insight from Business Interviews  A while ago, one of my good friends, and amazing businessman, recommended that I read Thinking in Bets, by Annie Duke. It’s a well written story about how we all use assumptions to support the results of what happens to us in life and business. She backs up her premises […]

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Be Prepared

Posted on February 3rd, 2021

Your Business During the COVID-19 Pandemic It sucks, but the number of Covid cases continue to rise. As I sit down to write this article, we are now averaging over 500 new cases per day and even crossed over the 700 number a couple of times. With the rising number of cases, we are getting […]

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The Notary Journal

Posted on February 1st, 2021

All Montana notaries are required by law to maintain one or more journals in which all notarial acts are recorded. The journals may be either a permanent, bound paper journal designed to deter fraud or a permanent, tamper-evident electronic journal. Each journal entry must include the date and time of the notarization; the type of notarial […]

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Beware of IOLTA Scams 

Posted on January 27th, 2021

I used to manage an attorney-owned title agency in Florida.  It was part of my job to wire closing proceeds from our trust account to sellers of real estate (sometimes millions of dollars) on a daily basis.  One day, I received an email from a trusted client instructing me to wire $40,000.00 of his net […]

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